We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

351 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 74

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $3.34B → $3.95B (+$609M)

15% more funds holding in top 10

Funds holding in top 10: 40 → 46 (+6)

3.64% more ownership

Funds ownership: 59.47% → 63.11% (+3.6%)

3% more funds holding

Funds holding: 340 → 351 (+11)

Holders
351
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
180
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$182M
2
BlackRock
BlackRock
New York
+$72.7M
3
ST
Smithfield Trust
Pennsylvania
+$29M
4
AA
Acorns Advisers
California
+$24.3M
5
GWM
Geneos Wealth Management
Colorado
+$22.6M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$7.51M
2
PFM
Phillips Financial Management
Indiana
-$6.51M
3
Renaissance Technologies
Renaissance Technologies
New York
-$5.11M
4
MML Investors Services
MML Investors Services
Massachusetts
-$5.05M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
251
Moneywise Inc
Virginia
$325K -$335K -6,532 -51%
COF
252
Capital One Financial
Virginia
$316K +$73.5K +1,434 +30%
SIM
253
Studio Investment Management
Illinois
$308K +$309K +6,025 New
SBIA
254
Sheaff Brock Investment Advisors
Indiana
$306K – – –
LIM
255
Leavell Investment Management
Alabama
$302K +$303K +5,918 New
BWA
256
BDO Wealth Advisors
Florida
$296K -$4.97K -97 -2%
WC
257
Whitney & Co
New York
$295K – – –
LNC
258
Lincoln National Corp
Pennsylvania
$295K +$359 +7 +0.1%
BCA
259
Bay Colony Advisors
Massachusetts
$293K +$19.4K +379 +7%
FA
260
Faithward Advisors
Pennsylvania
$284K -$1.64K -32 -0.6%
BFM
261
Broadview Financial Management
Wisconsin
$282K +$1.08K +21 +0.4%
BFA
262
Beaumont Financial Advisors
Massachusetts
$281K -$4.82K -94 -2%
CA
263
Cetera Advisors
Colorado
$280K -$207K -4,049 -43%
FHA
264
Flagship Harbor Advisors
Massachusetts
$268K – – –
BAM
265
Barrett Asset Management
New York
$265K – – –
MCM
266
Mattern Capital Management
Colorado
$260K – – –
BAM
267
Baldrige Asset Management
Pennsylvania
$260K +$29.8K +581 +13%
PFS
268
Prospera Financial Services
Texas
$253K +$871 +17 +0.3%
CRWM
269
Castle Rock Wealth Management
California
$249K – – –
9WM
270
9258 Wealth Management
Ohio
$248K +$248K +4,847 New
ATWA
271
Arbor Trust Wealth Advisors
Michigan
$246K – – –
FHC
272
First Heartland Consultants
Missouri
$241K -$142K -2,771 -37%
IWM
273
IHT Wealth Management
Illinois
$239K +$18.8K +366 +8%
5L
274
55I LLC
Massachusetts
$239K +$39.5K +771 +20%
IA
275
IFP Advisors
Florida
$232K -$110K -2,144 -33%
9 10
11
12 13

ISTB Hedge Fund Activity: Q3 2021 in Review

351 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2021, worth a combined $3.95B — up 18% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ISTB positions and 18 closed out — a net gain of 15 holders — while 180 added to existing stakes and 74 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $182M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $7.51M sold.

  • 351 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2021, up from 340 in Q2 2021.
  • Funds reported $3.95B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2021, up 18% quarter-over-quarter.
  • 33 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2021 and 18 closed out, a net change of +15 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2021 was Charles Schwab, an estimated $182M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2021 was Retirement Capital Strategies, an estimated $7.51M sold.

Based on aggregated 13F filings for Q3 2021.