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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.86B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 116 reducing their positions, and 23 closing their positions.

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.44%
New
53
Increased
165
Reduced
116
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$90.8M
2
BlackRock
2
BlackRock
New York
$151M
3
AA
3
Acorns Advisers
California
$512M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.2M
5
TPI
5
Trust Point Inc
Wisconsin
$163M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$29M
2
Bank of America
2
Bank of America
North Carolina
$36.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.88M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
PFM
5
Phillips Financial Management
Indiana
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Acorns Advisers
California
$512M 10,728,367 +497,728 +5%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$241M 5,045,625 +205,300 +4%
TPI
3
Trust Point Inc
Wisconsin
$163M 3,402,553 +266,050 +8%
BlackRock
4
BlackRock
New York
$151M 3,171,055 +961,084 +43%
Charles Schwab
5
Charles Schwab
California
$147M 3,068,324 +11,280 +0.4%
Raymond James Financial
6
Raymond James Financial
Florida
$90.8M 1,899,925 +1,899,925 New
ST
7
Spinnaker Trust
Maine
$71.9M 1,504,770 +210,364 +16%
Mariner
8
Mariner
Kansas
$54.1M 1,132,511 +59,977 +6%
TA
9
Townsend & Associates
Colorado
$49.1M 1,025,796 +20,517 +2%
Morgan Stanley
10
Morgan Stanley
New York
$48.2M 1,009,239 +386,996 +62%
CWM
11
Cahaba Wealth Management
Georgia
$44.2M 925,379 +43,176 +5%
UBS Group
12
UBS Group
Switzerland
$41.9M 877,893 +25,006 +3%
PP
13
Prosperity Planning
Missouri
– – – –
Bank of America
14
Bank of America
North Carolina
$36.6M 766,894 -122,400 -14%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$36.6M 766,731 +65,969 +9%
MW
16
MBL Wealth
North Carolina
$34M 712,348 +27,767 +4%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$33M 690,202 +69,913 +11%
LPL Financial
18
LPL Financial
California
$31.3M 655,534 +89,607 +16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29M 607,626 -239,693 -28%
Wells Fargo
20
Wells Fargo
California
$28.6M 598,274 +42,812 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$28.5M 597,640 +18,171 +3%
DWM
22
Destination Wealth Management
California
$25.7M 538,537 +4,132 +0.8%
CL
23
CIM LLC
New York
$25.6M 536,611 +17,172 +3%
Ameriprise
24
Ameriprise
Minnesota
$25.1M 525,942 +81,968 +18%
CMP
25
Courage Miller Partners
Virginia
$24.8M 518,656 +14,359 +3%
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