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iShares Core 1-5 Year USD Bond ETF
ISTB

359 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 127

18% more funds holding in top 10

Funds holding in top 10: 28 → 33 (+5)

2% more capital invested

Capital invested by funds: $2.68B → $2.74B (+$58.6M)

0.05% more ownership

Funds ownership: 65.77% → 65.82% (+0.05%)

3% less funds holding

Funds holding: 370 → 359 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
359
Holders Change
-11
Holders Change %
-2.97%
% of All Funds
5.16%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
23
Increased
154
Reduced
127
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$43.7M
2
AA
Acorns Advisers
California
+$22.9M
3
BlackRock
BlackRock
New York
+$20.5M
4
FIA
FPC Investment Advisory
California
+$12.8M
5
AA
Argent Advisors
Louisiana
+$10.8M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$38.9M
2
PP
Prosperity Planning
Missouri
-$35.4M
3
Cerity Partners
Cerity Partners
New York
-$26M
4
Bank of America
Bank of America
North Carolina
-$25.2M
5
Jane Street
Jane Street
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
201
Smith & Howard Wealth Management
Georgia
$708K -$13.2K -274 -2%
WTB
202
Washington Trust Bank
Washington
$698K – – –
CT
203
Colonial Trust
South Carolina
$688K -$167K -3,461 -20%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$685K +$82.1K +1,705 +14%
US Bancorp
205
US Bancorp
Minnesota
$665K – – –
Wealthfront Advisers
206
Wealthfront Advisers
California
$661K +$4.86K +101 +0.7%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$657K +$62.9K +1,307 +11%
RJT
208
Raymond James Trust
Florida
$644K -$122K -2,533 -16%
HWM
209
HB Wealth Management
Georgia
$624K +$617K +12,819 New
CTA
210
Colonial Trust Advisors
South Carolina
$615K -$46.6K -968 -7%
OBWG
211
Onyx Bridge Wealth Group
New York
$605K +$345K +7,177 +137%
JFL
212
Jarislowsky, Fraser Ltd
Quebec, Canada
$598K – – –
Truist Financial
213
Truist Financial
North Carolina
$597K +$143K +2,974 +32%
PHIC
214
Pine Haven Investment Counsel
Massachusetts
$594K +$144K +3,000 +33%
LIM
215
Leavell Investment Management
Alabama
$593K +$24.1K +500 +4%
EK
216
Evensky & Katz
Florida
$577K +$4.81K +100 +0.9%
MCA
217
Maryland Capital Advisors
Maryland
$565K -$5.34K -111 -0.9%
AT
218
Arlington Trust
Alabama
$531K – – –
NCM
219
Northwest Capital Management
Oregon
$518K – – –
OCG
220
Opus Capital Group
Ohio
$498K +$31.3K +651 +7%
Northern Trust
221
Northern Trust
Illinois
$491K – – –
CPIG
222
Chicago Partners Investment Group
Illinois
$485K +$4.72K +98 +1%
CMS
223
Capital Market Strategies
Florida
$481K -$2.31K -48 -0.5%
GFPC
224
Global Financial Private Client
Florida
$475K – – –
TAM
225
Tocqueville Asset Management
New York
$458K – – –
7 8
9
10 11

ISTB Hedge Fund Activity: Q3 2024 in Review

359 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2024, worth a combined $2.74B — up 2.2% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ISTB and 23 opened new positions — a net loss of 8 holders — while 127 trimmed existing stakes and 154 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $43.7M. The largest seller was Raymond James & Associates, cutting an estimated $38.9M.

  • 359 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2024, down from 370 in Q2 2024.
  • Funds reported $2.74B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 23 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2024 and 31 closed out, a net change of -8 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $43.7M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2024 was Raymond James & Associates, an estimated $38.9M sold.

Based on aggregated 13F filings for Q3 2024.