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iShares Core 1-5 Year USD Bond ETF

313 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

92% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 71

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

15% more funds holding

Funds holding: 273313 (+40)

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$197M)

1.89% more ownership

Funds ownership: 58.44%60.33% (+1.9%)

Holders
313
Holders Change
+40
Holders Change %
+14.65%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.53%
New
66
Increased
136
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
51
MBL Wealth
North Carolina
$10.9M +$10.9M +211,820 New
CAN
52
Cetera Advisor Networks
California
$10.7M +$818K +15,876 +8%
WWM
53
Windsor Wealth Management
Indiana
$10.4M +$276K +5,354 +3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$9.83M +$1.33M +25,720 +16%
BAAM
55
Baker Avenue Asset Management
California
$9.68M -$157K -3,049 -2%
PAI
56
Pittenger & Anderson Inc
Nebraska
$9.58M +$1.27M +24,557 +15%
HCM
57
Hengehold Capital Management
Ohio
$9.46M +$574K +11,136 +6%
SWP
58
ShoreHaven Wealth Partners
New Jersey
$9.27M +$9.24M +179,414 New
SIAM
59
Sterling Investment Advisors (Missouri)
Missouri
$9.26M +$2.32M +45,055 +34%
CL
60
CIM LLC
New York
$9.19M +$2.3M +44,680 +34%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$8.81M +$634K +12,303 +8%
MWC
62
MBM Wealth Consultants
Missouri
$7.77M +$7.75M +150,450 New
CFA
63
Carroll Financial Associates
North Carolina
$7.54M +$2.17M +42,176 +41%
RJT
64
Raymond James Trust
Florida
$7.46M +$43K +835 +0.6%
BWM
65
BCGM Wealth Management
Indiana
$7.11M +$7.1M +137,762 New
CWM
66
Cranbrook Wealth Management
Michigan
$7.03M +$497K +9,646 +8%
MA
67
Mutual Advisors
Nebraska
$6.99M +$693K +13,445 +11%
CWM
68
Cahaba Wealth Management
Georgia
$6.89M -$184K -3,562 -3%
SAMC
69
Spectrum Asset Management (California)
California
$6.86M -$1.72M -33,465 -20%
PFT
70
Providence First Trust
Arizona
$6.67M +$2.01M +38,985 +43%
CPSC
71
Carl P. Sherr & Co
Massachusetts
$6.58M +$570K +11,062 +10%
HighTower Advisors
72
HighTower Advisors
Illinois
$6.48M +$196K +3,797 +3%
LWA
73
LWS Wealth Advisors
New Jersey
$6.43M +$2.96M +57,524 +86%
BA
74
Bellwether Advisors
Nebraska
$6.39M +$6.37M +123,694 New
UCFA
75
United Capital Financial Advisors
Texas
$6.36M +$25K +485 +0.4%

ISTB Hedge Fund Activity: Q4 2020 in Review

313 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2020, worth a combined $2.89B — up 7.3% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ISTB positions and 24 closed out — a net gain of 42 holders — while 136 added to existing stakes and 71 trimmed.

The largest buyer was Acorns Advisers, adding an estimated $26.6M. The largest seller was Ameriprise, cutting an estimated $120M.

  • 313 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2020, up from 273 in Q3 2020.
  • Funds reported $2.89B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2020, up 7.3% quarter-over-quarter.
  • 66 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2020 and 24 closed out, a net change of +42 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2020 was Acorns Advisers, an estimated $26.6M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2020 was Ameriprise, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2020.