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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
OFG
101
Omega Financial Group
California
$3.58M +$275K +5,337 +8%
COCM
102
Charter Oak Capital Management
New Hampshire
$3.5M +$129K +2,503 +4%
LFF
103
Level Four Financial
Texas
$3.43M +$1.24M +24,016 +56%
RIM
104
Rockbridge Investment Management
New York
$3.17M +$954K +18,525 +43%
WCG
105
Weaver Consulting Group
California
$3.17M -$903K -17,531 -22%
SVWAG
106
Sound View Wealth Advisors Group
Georgia
$3.12M +$1.58M +30,744 +102%
DTIM
107
Danda Trouve Investment Management
Kansas
$3.07M -$242K -4,707 -7%
HWA
108
HHM Wealth Advisors
Tennessee
$3.07M -$1.39K -27 -0%
DAS
109
Dynamic Advisor Solutions
Arizona
$3.06M +$1.05M +20,389 +52%
MAA
110
Matrix Asset Advisors
New York
$2.98M +$1.23M +23,918 +70%
EIA
111
Eldridge Investment Advisors
New Hampshire
$2.91M +$2.2M +42,786 +305%
OMC
112
Old Mission Capital
Illinois
$2.9M +$2.91M +56,620 New
SAMC
113
Spectrum Asset Management (California)
California
$2.86M -$3.97M -77,088 -58%
KAS
114
Kestra Advisory Services
Texas
$2.8M -$178K -3,451 -6%
MCWS
115
McKinley Carter Wealth Services
West Virginia
$2.79M +$2.8M +54,399 New
GPA
116
Guidance Point Advisors
Massachusetts
$2.78M +$49.7K +965 +2%
LWAC
117
Laurel Wealth Advisors (California)
California
$2.66M +$402K +7,807 +18%
MAG
118
MRA Advisory Group
New Jersey
$2.63M -$152K -2,952 -5%
WIA
119
Wealthstreet Investment Advisors
Texas
$2.47M +$10.3K +200 +0.4%
ST
120
Smithfield Trust
Pennsylvania
$2.42M +$2.43M +47,275 New
SWMG
121
Strategic Wealth Management Group
Maryland
$2.35M – – –
SIC
122
Samalin Investment Counsel
New York
$2.31M +$405K +7,865 +21%
WIA
123
World Investment Advisors
California
$2.29M -$498K -9,678 -18%
LPT
124
Legacy Private Trust
Wisconsin
$2.23M +$108K +2,092 +5%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$2.09M +$92.1K +1,788 +5%
3 4
5
6 7

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.