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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 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 22 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

Holders
358
Holders Change
-12
Holders Change %
-3.24%
% of All Funds
5.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
22
Increased
154
Reduced
127
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$73M
2
AA
2
Acorns Advisers
California
$498M
3
BlackRock
3
BlackRock
New York
$108M
4
FIA
4
FPC Investment Advisory
California
$21.2M
5
AA
5
Argent Advisors
Louisiana
$12.6M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$17.5M
2
PP
2
Prosperity Planning
Missouri
$36.3M
3
Cerity Partners
3
Cerity Partners
New York
$1.57M
4
Bank of America
4
Bank of America
North Carolina
$43.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Acorns Advisers
California
$498M 10,230,639 +476,305 +5%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$236M 4,840,325 – –
TPI
3
Trust Point Inc
Wisconsin
$153M 3,136,503 +34,780 +1%
Charles Schwab
4
Charles Schwab
California
$149M 3,057,044 -62,737 -2%
BlackRock
5
BlackRock
New York
$108M 2,209,971 +425,207 +24%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$73M 1,499,182 +908,863 +154%
ST
7
Spinnaker Trust
Maine
$63M 1,294,406 +47,921 +4%
Mariner
8
Mariner
Kansas
$52.2M 1,072,534 +13,354 +1%
TA
9
Townsend & Associates
Colorado
$48.3M 1,005,279 +35,675 +4%
Bank of America
10
Bank of America
North Carolina
$43.3M 889,294 -523,327 -37%
CWM
11
Cahaba Wealth Management
Georgia
$42.9M 882,203 +38,141 +5%
UBS Group
12
UBS Group
Switzerland
$41.5M 852,887 -70,235 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.2M 847,319 -213,037 -20%
PP
14
Prosperity Planning
Missouri
– – -736,408 Closed
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$34.1M 700,762 +7,741 +1%
MW
16
MBL Wealth
North Carolina
$33.3M 684,581 +6,559 +1%
Morgan Stanley
17
Morgan Stanley
New York
$30.3M 622,243 -2,398 -0.4%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$30.2M 620,289 +29,819 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$28.2M 579,469 +15,095 +3%
LPL Financial
20
LPL Financial
California
$27.5M 565,927 +5,166 +0.9%
Wells Fargo
21
Wells Fargo
California
$27M 555,462 +16,122 +3%
DWM
22
Destination Wealth Management
California
$26M 534,405 +15,083 +3%
CL
23
CIM LLC
New York
$25.3M 519,439 +717 +0.1%
CMP
24
Courage Miller Partners
Virginia
$24.5M 504,297 +22,487 +5%
GWM
25
Geneos Wealth Management
Colorado
$24.5M 502,932 +37,924 +8%
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