ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $2.73B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 143 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.5%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
37
Increased
139
Reduced
143
Closed
33
Calls
$24K
Puts
$95K
Net Calls
-$71K
Net Calls Change
+$57K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.3M
2
AA
2
Acorns Advisers
California
$438M
3
Citadel Advisors
3
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
BlackRock
2
BlackRock
New York
$62.2M
3
Charles Schwab
3
Charles Schwab
California
$153M
4
Bank of America
4
Bank of America
North Carolina
$68.7M
5
DWA
5
Divergent Wealth Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Acorns Advisers
California
$438M 9,233,110 +650,396 +8%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$226M 4,766,325 +222,125 +5%
Charles Schwab
3
Charles Schwab
California
$153M 3,220,560 -531,107 -14%
TPI
4
Trust Point Inc
Wisconsin
$147M 3,102,460 -35,987 -1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$90.3M 1,903,087 +1,267,504 +199%
Bank of America
6
Bank of America
North Carolina
$68.7M 1,448,462 -328,730 -18%
BlackRock
7
BlackRock
New York
$62.2M 1,311,919 -1,132,954 -46%
ST
8
Spinnaker Trust
Maine
$58.7M 1,237,380 +26,994 +2%
RJA
9
Raymond James & Associates
Florida
$57M 1,200,586 +39,123 +3%
Mariner
10
Mariner
Kansas
$49.4M 1,042,128 +30,787 +3%
UBS Group
11
UBS Group
Switzerland
$44.8M 944,183 -143,849 -13%
TA
12
Townsend & Associates
Colorado
$44.4M 945,072 +20,866 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$40.2M 847,282 +392,714 +86%
CWM
14
Cahaba Wealth Management
Georgia
$36.3M 766,076 +47,612 +7%
Wells Fargo
15
Wells Fargo
California
$35M 738,538 -13,292 -2%
PP
16
Prosperity Planning
Missouri
– – – –
MW
17
MBL Wealth
North Carolina
$31.4M 661,033 +32,811 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$31.1M 654,915 -67,568 -9%
Morgan Stanley
19
Morgan Stanley
New York
$30.6M 644,602 -2,252,590 -78%
LPL Financial
20
LPL Financial
California
$27.7M 583,593 -12,332 -2%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$27.4M 576,783 -23,612 -4%
Cerity Partners
22
Cerity Partners
New York
$26.3M 553,623 +78,930 +17%
Citadel Advisors
23
Citadel Advisors
Florida
$25.8M 543,987 +540,442 +15,245%
Jane Street
24
Jane Street
New York
$24.8M 523,578 +117,604 +29%
DWM
25
Destination Wealth Management
California
$24.3M 512,985 +25,290 +5%
1
2 3 4 5