We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

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: 313 → 328 (+15)

3% more funds holding in top 10

Funds holding in top 10: 30 → 31 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AA
Acorns Advisers
California
+$32.4M
2
AF
Allworth Financial
California
+$27.4M
3
Mariner
Mariner
Kansas
+$26.9M
4
Bank of America
Bank of America
North Carolina
+$16.6M
5
Morgan Stanley
Morgan Stanley
New York
+$16M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$130M
2
Charles Schwab
Charles Schwab
California
-$59.4M
3
SAF
Smith Anglin Financial
Texas
-$14.1M
4
GSIS
Global Strategic Investment Solutions
Arizona
-$12.1M
5
SS
Simplicity Solutions
Minnesota
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
251
Lincoln National Corp
Pennsylvania
$237K +$51 +1 +0%
BF
252
BOK Financial
Oklahoma
$232K – – –
KWMG
253
King Wealth Management Group
Florida
$230K -$1.7K -33 -0.7%
LRPA
254
L. Roy Papp & Associates
Arizona
$228K – – –
OPS
255
Orion Portfolio Solutions
Nebraska
$224K +$225K +4,365 New
NFG
256
Nations Financial Group
Iowa
$221K +$222K +4,309 New
ECG
257
EPIQ Capital Group
California
$215K +$669 +13 +0.3%
TSS
258
Two Sigma Securities
New York
$212K +$213K +4,129 New
EWA
259
Encompass Wealth Advisors
Oregon
$211K – – –
DI
260
Disciplined Investments
Oklahoma
$205K +$1.18K +23 +0.6%
FNBOO
261
First National Bank of Omaha
Nebraska
$205K +$206K +4,000 New
GWM
262
Geneos Wealth Management
Colorado
$204K – – –
BAM
263
Baldrige Asset Management
Pennsylvania
$201K +$1.96K +38 +1%
RWP
264
Ridgecrest Wealth Partners
California
$201K +$202K +3,925 New
CAC
265
Certified Advisory Corp
Florida
$194K +$195K +3,784 New
BW
266
Bison Wealth
Georgia
$156K -$58.4K -1,135 -27%
HBT
267
Hills Bank & Trust
Iowa
$154K – – –
CF
268
Centaurus Financial
California
$149K +$2.88K +56 +2%
CAAS
269
Capital Asset Advisory Services
Michigan
$142K +$26.8K +521 +23%
APA
270
American Portfolios Advisors
New York
$135K – – –
PA
271
Parallel Advisors
California
$133K +$30K +582 +29%
CIR
272
Clear Investment Research
Georgia
$113K -$27.2K -529 -19%
HS
273
Horan Securities
United States
$111K – – –
EW
274
Element Wealth
Mississippi
$108K -$3.15M -61,219 -97%
KFO
275
Kopp Family Office
Minnesota
$105K – – –
9 10
11
12 13

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.