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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
Citigroup
326
Citigroup
New York
$23K -$714K -13,929 -97%
PB
327
Pinnacle Bancorp
Nebraska
$23K +$20.8K +406 +923%
BWM
328
Baystate Wealth Management
Massachusetts
$21K +$102 +2 +0.5%
APWA
329
Atlas Private Wealth Advisors
New Jersey
$19K – – –
IF
330
Ironwood Financial
Arizona
$13K -$2.72K -53 -17%
FFA
331
Founders Financial Alliance
North Carolina
$13K – – –
CI
332
CX Institutional
Indiana
$12K – – –
HNB
333
Huntington National Bank
Ohio
$11K – – –
BL
334
Balentine LLC
Georgia
$11K +$10.9K +213 New
CIAS
335
Capital Investment Advisory Services
North Carolina
$10K – – –
LFG
336
Larson Financial Group
Missouri
$10K +$51 +1 +0.5%
CAAS
337
Capital Asset Advisory Services
Michigan
$8K -$124K -2,426 -94%
FCMT
338
Founders Capital Management (Texas)
Texas
$5K -$14.3K -280 -74%
SFSG
339
Sound Financial Strategies Group
Mississippi
$5K -$1.74K -34 -25%
AA
340
Ancora Advisors
Ohio
$5K – – –
PA
341
Parallel Advisors
California
$5K – – –
RG
342
Retirement Group
California
$5K – – –
KIG
343
Kowal Investment Group
Wisconsin
$5K +$4.71K +92 New
FWM
344
Focused Wealth Management
New York
$5K +$5.12K +100 New
DWMG
345
DB Wealth Management Group
California
$3K – – –
FRA
346
Front Row Advisors
California
$3K – – –
WQ
347
Wealth Quarterback
New Jersey
$3K +$51 +1 +2%
WT
348
Washington Trust
Rhode Island
$3K +$3.18K +62 New
GWMIA
349
Global Wealth Management Investment Advisory
Florida
$2K +$2.05K +40 New
Barclays
350
Barclays
United Kingdom
$1K – – –
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.