We are live on ! Find out more
ISTB icon

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

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

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
PP
26
Prosperity Planning
Missouri
$20.1M – – –
TAIM
27
TD Ameritrade Investment Management
Nebraska
$19.5M – – –
CW
28
Connectus Wealth
Ohio
$19M +$19.1M +370,356 New
MML Investors Services
29
MML Investors Services
Massachusetts
$18.8M +$1.75M +33,900 +10%
W
30
Wealthquest
Ohio
$18.6M +$3.77M +73,263 +25%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$17.9M -$1.98M -38,452 -10%
Citadel Advisors
32
Citadel Advisors
Florida
$17.3M +$5.42M +105,294 +45%
CMP
33
Courage Miller Partners
Virginia
$16.9M +$832K +16,167 +5%
CAG
34
Crestwood Advisors Group
Massachusetts
$16.7M -$710K -13,785 -4%
SPIA
35
Steward Partners Investment Advisory
New York
$16.6M +$5.49M +106,569 +49%
HCM
36
Hengehold Capital Management
Ohio
$16.6M +$7.21M +139,982 +76%
FG
37
Fiduciary Group
Georgia
$16.2M +$1.94M +37,627 +14%
PFM
38
Phillips Financial Management
Indiana
$16M +$4.55M +88,472 +39%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$15.6M +$511K +9,916 +3%
ONST
40
Old North State Trust
North Carolina
$15.5M +$630K +12,243 +4%
IWMWV
41
Ironwood Wealth Management (West Virginia)
West Virginia
$15.4M +$243K +4,725 +2%
CTB
42
Country Trust Bank
Illinois
$15.1M – – –
AF
43
Advisornet Financial
Minnesota
$15.1M +$15.1M +293,176 +48,863%
SWP
44
Stratos Wealth Partners
Ohio
$15M +$273K +5,303 +2%
AWM
45
AE Wealth Management
Kansas
$12.7M +$1.24M +24,175 +11%
MA
46
Mutual Advisors
Nebraska
$12.5M +$5.56M +108,074 +80%
IWC
47
Integrated Wealth Concepts
Massachusetts
$12.2M -$741K -14,385 -6%
CFS
48
Cannon Financial Strategists
Georgia
$12.2M +$7.81M +151,734 +176%
CAN
49
Cetera Advisor Networks
California
$11.7M +$1.09M +21,216 +10%
SGI
50
Summit Global Investments
Utah
$11.4M +$11.4M +221,951 New
1
2
3 4 5

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.