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iShares Core 1-5 Year USD Bond ETF

370 hedge funds and large institutions have $2.68B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 65.35%65.77% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

2% less capital invested

Capital invested by funds: $2.73B → $2.68B (-$46.7M)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

2% less funds holding

Funds holding: 379370 (-9)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
28
Increased
141
Reduced
145
Closed
32
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Acorns Advisers
California
$462M +$24.6M +521,224 +6%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$229M +$3.49M +74,000 +2%
Charles Schwab
3
Charles Schwab
California
$148M -$4.75M -100,779 -3%
TPI
4
Trust Point Inc
Wisconsin
$147M -$34.8K -737 -0%
BlackRock
5
BlackRock
New York
$84.5M +$22.3M +472,845 +36%
Bank of America
6
Bank of America
North Carolina
$66.9M -$1.69M -35,841 -2%
ST
7
Spinnaker Trust
Maine
$59M +$429K +9,105 +0.7%
RJA
8
Raymond James & Associates
Florida
$55.4M -$1.5M -31,727 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$50.2M +$10M +213,074 +25%
Mariner
10
Mariner
Kansas
$50.2M +$804K +17,052 +2%
TA
11
Townsend & Associates
Colorado
$46.3M +$1.16M +24,532 +3%
UBS Group
12
UBS Group
Switzerland
$43.7M -$993K -21,061 -2%
CWM
13
Cahaba Wealth Management
Georgia
$40M +$3.68M +77,986 +10%
PP
14
Prosperity Planning
Missouri
$34.9M +$34.7M +736,408 New
JP Morgan Chase
15
JP Morgan Chase
New York
$32.8M -$57.1M -1,210,066 -64%
MW
16
MBL Wealth
North Carolina
$32.1M +$801K +16,989 +3%
Morgan Stanley
17
Morgan Stanley
New York
$29.6M -$941K -19,961 -3%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$28M +$646K +13,687 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$28M +$7.17M +152,038 +35%
Cerity Partners
20
Cerity Partners
New York
$27.1M +$904K +19,165 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$26.7M -$4.27M -90,541 -14%
LPL Financial
22
LPL Financial
California
$26.6M -$1.08M -22,832 -4%
Wells Fargo
23
Wells Fargo
California
$25.5M -$9.39M -199,198 -27%
CL
24
CIM LLC
New York
$25.1M +$1.28M +27,104 +6%
DWM
25
Destination Wealth Management
California
$24.6M +$299K +6,337 +1%

ISTB Hedge Fund Activity: Q2 2024 in Review

370 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2024, worth a combined $2.68B — down 1.7% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ISTB and 28 opened new positions — a net loss of 4 holders — while 145 trimmed existing stakes and 141 added.

The largest buyer was Prosperity Planning, opening a new position worth an estimated $34.7M. The largest seller was JP Morgan Chase, cutting an estimated $57.1M.

  • 370 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2024, down from 379 in Q1 2024.
  • Funds reported $2.68B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2024 and 32 closed out, a net change of -4 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2024 was Prosperity Planning, an estimated $34.7M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2024.