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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
AIC
301
Archer Investment Corporation
Indiana
$28.4K – – –
EW
302
Evoke Wealth
California
$27K – – –
Northern Trust
303
Northern Trust
Illinois
$27K +$31K +602 +1%
AIC
304
Ameritas Investment Company
Nebraska
$26.7K -$1.91M -37,149 -99%
AWM
305
Avior Wealth Management
Nebraska
$25K +$103 +2 +0.4%
BWM
306
Baystate Wealth Management
Massachusetts
$21K +$103 +2 +0.5%
APWA
307
Atlas Private Wealth Advisors
New Jersey
$19K – – –
FCMT
308
Founders Capital Management (Texas)
Texas
$19K – – –
IF
309
Ironwood Financial
Arizona
$16K -$2.42K -47 -13%
CI
310
CX Institutional
Indiana
$12K – – –
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$12K +$12.2K +237 New
HNB
312
Huntington National Bank
Ohio
$11K – – –
LFG
313
Larson Financial Group
Missouri
$10K -$55.7K -1,082 -85%
CIAS
314
Capital Investment Advisory Services
North Carolina
$10K – – –
GSAM
315
Grant Street Asset Management
Pennsylvania
$10K – – –
SFSG
316
Sound Financial Strategies Group
Mississippi
$9K -$978 -19 -10%
VBCG
317
Valley Brook Capital Group
Pennsylvania
$7K – – –
AA
318
Ancora Advisors
Ohio
$5K – – –
RG
319
Retirement Group
California
$5K – – –
BWM
320
BerganKDV Wealth Management
Minnesota
$4K – – –
CFB
321
Cullen/Frost Bankers
Texas
$4K +$4.43K +86 New
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
323
Front Row Advisors
California
$3K – – –
PB
324
Pinnacle Bancorp
Nebraska
$2K +$2.27K +44 New
SFA
325
Stewardship Financial Advisors
Georgia
$1K -$64.9K -1,260 -99%
11 12
13
14 15

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.