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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
TCM
301
Tradewinds Capital Management
Washington
$66K – – –
BMD
302
Better Money Decisions
New Mexico
$65K -$6.82K -133 -10%
TFGT
303
TS Financial Group (TSFG)
Illinois
$61K – – –
BWL
304
Bogart Wealth LLC
Virginia
$54K – – –
ADL
305
Asset Dedication LLC
California
$52K – – –
FGAM
306
Financial Gravity Asset Management
Texas
$51K – – –
SFPG
307
Stonebridge Financial Planning Group
Florida
$51K – – –
EIP
308
Ellis Investment Partners
Pennsylvania
$51K +$205 +4 +0.4%
EK
309
Evensky & Katz
Florida
$46K +$15.9K +310 +52%
S
310
SignatureFD
Georgia
$44K – – –
AIC
311
Archer Investment Corporation
Indiana
$33.1K +$33.2K +648 New
MPCG
312
Matrix Private Capital Group
New York
$33K -$22.3K -436 -40%
JFA
313
JNBA Financial Advisors
Minnesota
$33K – – –
PP
314
Pacifica Partners
Canada
$33K +$154 +3 +0.5%
Franklin Resources
315
Franklin Resources
California
$32K – – –
GTAM
316
Global Trust Asset Management
Florida
$31K -$5.28K -103 -15%
RFC
317
Regions Financial Corp
Alabama
$29K -$8.46K -165 -22%
BW
318
Bison Wealth
Georgia
$29K – – –
SWM
319
Sugarloaf Wealth Management
Georgia
$28K +$102 +2 +0.4%
CPC
320
Consolidated Planning Corp
Georgia
$28K +$27.9K +544 New
EW
321
Evoke Wealth
California
$26K – – –
Northern Trust
322
Northern Trust
Illinois
$26K – – –
AWM
323
Avior Wealth Management
Nebraska
$25K +$102 +2 +0.4%
HA
324
Herold Advisors
New York
$25K +$26K +507 New
GGI
325
Godsey & Gibb Inc
Virginia
$24K – – –
11 12
13
14 15

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.