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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
CTC
276
Central Trust Company
Missouri
$102K -$71.9K -1,397 -41%
SSW
277
Smith Shellnut Wilson
Mississippi
$91K +$103 +2 +0.1%
WT
278
Whittier Trust
California
$88K
CFGS
279
Concourse Financial Group Securities
Alabama
$80K +$5.46K +106 +7%
US Bancorp
280
US Bancorp
Minnesota
$72K
BMD
281
Better Money Decisions
New Mexico
$71K +$71.6K +1,391 New
PCG
282
Private Capital Group
Connecticut
$70K -$6.02K -117 -8%
TCM
283
Tradewinds Capital Management
Washington
$66K -$249K -4,840 -79%
GRP
284
Global Retirement Partners
California
$66K +$206 +4 +0.3%
TFGT
285
TS Financial Group (TSFG)
Illinois
$62K
BWL
286
Bogart Wealth LLC
Virginia
$55K -$2.01K -39 -4%
SFPG
287
Stonebridge Financial Planning Group
Florida
$51K -$84.9K -1,650 -62%
EIP
288
Ellis Investment Partners
Pennsylvania
$51K +$154 +3 +0.3%
ADL
289
Asset Dedication LLC
California
$50K
S
290
SignatureFD
Georgia
$44K +$44.1K +856 New
VFA
291
Valeo Financial Advisors
Indiana
$42K
Fidelity Investments
292
Fidelity Investments
Massachusetts
$42K +$37K +718 +835%
ASBI
293
American State Bank (Iowa)
Iowa
$41K +$41.2K +800 New
GTAM
294
Global Trust Asset Management
Florida
$36K
DWMG
295
DB Wealth Management Group
California
$35K
JFA
296
JNBA Financial Advisors
Minnesota
$33K
PP
297
Pacifica Partners
Canada
$33K +$51 +1 +0.2%
Franklin Resources
298
Franklin Resources
California
$32K
MPCG
299
Matrix Private Capital Group
New York
$30K
EK
300
Evensky & Katz
Florida
$30K +$29.9K +580 New

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.