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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
SWM
326
Selective Wealth Management
Virginia
$1K -$4.89K -95 -84%
BFC
327
Bedel Financial Consulting
Indiana
$1K
SWM
328
Sugarloaf Wealth Management
Georgia
$28 +$172K +3,336 +605%
Charles Schwab
329
Charles Schwab
California
-$59.4M -1,150,225 Closed
Jane Street
330
Jane Street
New York
-$4.59M -88,973 Closed
SAM
331
Synergy Asset Management
Washington
-$831K -16,100 Closed
VC
332
Veracity Capital
Georgia
-$618K -11,958 Closed
PWS
333
Paragon Wealth Strategies
Florida
-$574K -11,109 Closed
MSFS
334
Main Street Financial Solutions
Pennsylvania
-$339K -6,555 Closed
CCFM
335
Clear Creek Financial Management
Washington
-$330K -6,403 Closed
OCM
336
Oakwood Capital Management
California
-$273K -5,279 Closed
BSW
337
Buckingham Strategic Wealth
Missouri
-$222K -4,307 Closed
FAN
338
Financial Advisors Network
California
-$216K -4,178 Closed
SAG
339
Spotlight Asset Group
Illinois
-$207K -4,007 Closed
IWM
340
IHT Wealth Management
Illinois
-$207K -4,002 Closed
TPWA
341
TRUE Private Wealth Advisors
Oregon
-$204K -3,967 Closed
CCM
342
Cribstone Capital Management
Maine
-$189K -3,662 Closed
VCG
343
Vantage Consulting Group
Virginia
-$39K -773 Closed
PCA
344
Peddock Capital Advisors
Massachusetts
-$33K -644 Closed
LAI
345
Legal Advantage Investments
California
-$27K -528 Closed
IA
346
IFS Advisors
Kansas
-$26K -519 Closed
CTFG
347
Capstone Triton Financial Group
Oklahoma
-$23K -452 Closed
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
-$16K -303 Closed
PMFA
349
Plante Moran Financial Advisors
Michigan
-$10K -201 Closed
KCM
350
Kathmere Capital Management
Pennsylvania
-$10K -196 Closed

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.