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iShares Core 1-5 Year USD Bond ETF

328 hedge funds and large institutions have $2.97B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 146 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

68% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 87

5% more funds holding

Funds holding: 313328 (+15)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

3% more capital invested

Capital invested by funds: $2.89B → $2.97B (+$78.1M)

0.25% less ownership

Funds ownership: 60.33%60.07% (-0.25%)

Holders
328
Holders Change
+15
Holders Change %
+4.79%
% of All Funds
5.76%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.54%
New
47
Increased
146
Reduced
87
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCM
226
Financial Partners Capital Management
New York
$373K -$12.9K -250 -3%
SCA
227
Snowden Capital Advisors
New York
$370K
IA
228
IFP Advisors
Florida
$362K +$10.8K +210 +3%
PAS
229
Park Avenue Securities
New York
$354K +$355K +6,901 New
FSA
230
Fort Sheridan Advisors
Illinois
$344K +$345K +6,700 New
WC
231
Whitney & Co
New York
$330K -$30.9K -600 -9%
OWM
232
Orgel Wealth Management
Wisconsin
$329K
WA
233
WESPAC Advisors
California
$321K +$76.1K +1,479 +31%
BOPW
234
Brandywine Oak Private Wealth
Pennsylvania
$312K -$164K -3,177 -34%
SBIA
235
Sheaff Brock Investment Advisors
Indiana
$308K
BWA
236
BDO Wealth Advisors
Florida
$303K +$103 +2 +0%
BFA
237
Beaumont Financial Advisors
Massachusetts
$294K -$3.4K -66 -1%
MCA
238
Magnolia Capital Advisors
Mississippi
$290K -$6.8K -132 -2%
AAS
239
Avantax Advisory Services
Texas
$285K +$30.2K +586 +12%
CHC
240
City Holding Co
West Virginia
$282K +$283K +5,490 New
BAM
241
Barrett Asset Management
New York
$266K
TCM
242
Traynor Capital Management
Pennsylvania
$264K -$1.24K -24 -0.5%
MCM
243
Mattern Capital Management
Colorado
$261K
Betterment LLC
244
Betterment LLC
New York
$260K +$261K +5,075 New
PFS
245
Prospera Financial Services
Texas
$254K +$255K +4,958 New
CRWM
246
Castle Rock Wealth Management
California
$252K +$36K +700 +17%
BFM
247
Broadview Financial Management
Wisconsin
$251K +$721 +14 +0.3%
WB
248
WesBanco Bank
West Virginia
$249K +$250K +4,848 New
ATWA
249
Arbor Trust Wealth Advisors
Michigan
$247K
FA
250
Faithward Advisors
Pennsylvania
$247K +$9.32K +181 +4%

ISTB Hedge Fund Activity: Q1 2021 in Review

328 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2021, worth a combined $2.97B — up 2.7% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ISTB positions and 27 closed out — a net gain of 20 holders — while 146 added to existing stakes and 87 trimmed.

The largest buyer was Acorns Advisers, adding an estimated $32.4M. The largest seller was Raymond James & Associates, cutting an estimated $130M.

  • 328 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2021, up from 313 in Q4 2020.
  • Funds reported $2.97B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2021, up 2.7% quarter-over-quarter.
  • 47 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2021 was Acorns Advisers, an estimated $32.4M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2021 was Raymond James & Associates, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2021.