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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
PFT
76
Providence First Trust
Arizona
$6.52M -$103K -2,000 -2%
BCI
77
Brinker Capital Investments
Pennsylvania
$6.42M -$6.33M -122,858 -50%
UCFA
78
United Capital Financial Advisors
Texas
$6.28M -$39.5K -767 -0.6%
GSIS
79
Global Strategic Investment Solutions
Arizona
$6.12M -$12.1M -234,948 -66%
BA
80
Bellwether Advisors
Nebraska
$6.07M -$279K -5,422 -4%
HighTower Advisors
81
HighTower Advisors
Illinois
$5.94M -$502K -9,759 -8%
F
82
F3Logic
Minnesota
$5.71M +$548K +10,637 +10%
RJT
83
Raymond James Trust
Florida
$5.57M -$1.85M -35,909 -25%
Renaissance Technologies
84
Renaissance Technologies
New York
$5.19M -$6.45M -125,256 -55%
AWS
85
AJ Wealth Strategies
New York
$5.05M +$1.97M +38,326 +64%
PBO
86
Peoples Bank (Ohio)
Ohio
$4.83M +$4.84M +94,068 New
JP Morgan Chase
87
JP Morgan Chase
New York
$4.71M -$1.61M -31,194 -25%
WANY
88
Wealthspire Advisors (New York)
New York
$4.67M +$2.36M +45,908 +102%
MFS
89
Madrona Financial Services
Washington
$4.45M +$437K +8,483 +11%
ASN
90
Advisory Services Network
Georgia
$4.41M +$610K +11,848 +16%
CWP
91
Corepath Wealth Partners
Arizona
$4.28M +$520K +10,107 +14%
BWM
92
Birchcreek Wealth Management
Ohio
$4.19M +$250K +4,847 +6%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$4.13M +$1.02M +19,886 +33%
CCG
94
Cypress Capital Group
Florida
$4.07M +$1.24M +24,098 +44%
BlackRock
95
BlackRock
New York
$3.89M +$691K +13,420 +21%
SWP
96
Summit Wealth Partners
Florida
$3.85M +$322K +6,255 +9%
Truist Financial
97
Truist Financial
North Carolina
$3.81M +$435K +8,453 +13%
CWM
98
Campbell Wealth Management
Virginia
$3.67M +$192K +3,723 +5%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$3.62M +$1.48M +28,731 +69%
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$3.62M -$765K -14,867 -17%

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.