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.
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 (+$59.1M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$43.7M |
| 2 |
AA
Acorns Advisers
Irvine,
California
|
+$22.9M |
| 3 |
BlackRock
New York
|
+$20.5M |
| 4 |
FIA
FPC Investment Advisory
Petaluma,
California
|
+$12.8M |
| 5 |
AA
Argent Advisors
Monroe,
Louisiana
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$38.9M |
| 2 |
PP
Prosperity Planning
Kansas City,
Missouri
|
-$35.4M |
| 3 |
Cerity Partners
New York
|
-$26M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$25.2M |
| 5 |
Jane Street
New York
|
-$14M |
ISTB Hedge Fund Activity: Q3 2024 in Review
359 of the 6,978 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.