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iShares Core 1-5 Year USD Bond ETF
ISTB

273 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

71% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 73

9% more funds holding in top 10

Funds holding in top 10: 23 → 25 (+2)

8% more capital invested

Capital invested by funds: $2.5B → $2.7B (+$198M)

5% more funds holding

Funds holding: 261 → 273 (+12)

3.53% less ownership

Funds ownership: 61.97% → 58.44% (-3.5%)

Holders
273
Holders Change
+12
Holders Change %
+4.6%
% of All Funds
5.51%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.5%
New
32
Increased
125
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Acorns Advisers
California
+$183M
2
Ameriprise
Ameriprise
Minnesota
+$44.3M
3
UBS Group
UBS Group
Switzerland
+$38.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.3M
5
RJA
Raymond James & Associates
Florida
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$98.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$62.5M
3
BlackRock
BlackRock
New York
-$57.7M
4
DWA
Divergent Wealth Advisors
Utah
-$17.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
Sugarloaf Wealth Management
Georgia
$28K +$155 +3 +0.6%
EW
252
Evoke Wealth
California
$27K – – –
IF
253
Ironwood Financial
Arizona
$26K -$3.35K -65 -11%
AWM
254
Avior Wealth Management
Nebraska
$25K +$155 +3 +0.6%
CFG
255
Capstone Financial Group
Oklahoma
$23K – – –
BWM
256
Baystate Wealth Management
Massachusetts
$21K +$103 +2 +0.5%
APWA
257
Atlas Private Wealth Advisors
New Jersey
$19K – – –
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$15K +$15.5K +300 New
HNB
259
Huntington National Bank
Ohio
$11K – – –
PMFA
260
Plante Moran Financial Advisors
Michigan
$10K -$4.9K -95 -32%
CIAS
261
Capital Investment Advisory Services
North Carolina
$10K – – –
KCM
262
Kathmere Capital Management
Pennsylvania
$10K +$10.1K +196 New
JWM
263
Jeppson Wealth Management
California
$10K +$10.3K +200 New
CHAM
264
Clear Harbor Asset Management
Connecticut
$8.76K +$8.77K +170 New
SWM
265
Selective Wealth Management
Virginia
$6K – – –
AA
266
Ancora Advisors
Ohio
$5K – – –
F
267
F3Logic
Minnesota
$4.66K +$185K +3,583 +4%
BWM
268
BerganKDV Wealth Management
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
270
Front Row Advisors
California
$3K – – –
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
SSW
272
Smith Shellnut Wilson
Mississippi
$1.77K -$86.6K -1,679 -95%
SFA
273
Stewardship Financial Advisors
Georgia
$1K -$65K -1,260 -99%
BFC
274
Bedel Financial Consulting
Indiana
$1K – – –
BBL
275
Beck Bode LLC
Massachusetts
$1K +$1.34K +26 New
8 9 10
11
12

ISTB Hedge Fund Activity: Q3 2020 in Review

273 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2020, worth a combined $2.7B — up 7.9% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ISTB positions and 18 closed out — a net gain of 14 holders — while 125 added to existing stakes and 73 trimmed.

The largest buyer was Acorns Advisers, opening a new position worth an estimated $183M. The largest seller was Charles Schwab, cutting an estimated $98.3M.

  • 273 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2020, up from 261 in Q2 2020.
  • Funds reported $2.7B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 32 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2020 and 18 closed out, a net change of +14 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2020 was Acorns Advisers, an estimated $183M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2020 was Charles Schwab, an estimated $98.3M sold.

Based on aggregated 13F filings for Q3 2020.