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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
CCA
126
Column Capital Advisors
Indiana
$2.07M -$150K -2,906 -7%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$2.02M +$181K +3,507 +10%
TLFA
128
True Link Financial Advisors
California
$1.99M +$232K +4,500 +13%
NL
129
NWAM LLC
Washington
$1.98M -$465K -9,023 -19%
AA
130
Argent Advisors
Louisiana
$1.95M +$380K +7,376 +24%
HL
131
HeadInvest LLC
Maine
$1.94M +$288K +5,601 +17%
Goldman Sachs
132
Goldman Sachs
New York
$1.91M -$531K -10,316 -22%
FPB
133
First PREMIER Bank
South Dakota
$1.87M -$1.27M -24,715 -40%
JWCA
134
J.W. Cole Advisors
Florida
$1.84M -$105K -2,030 -5%
SC
135
Savant Capital
Illinois
$1.77M -$94.5K -1,836 -5%
WP
136
WealthShield Partners
North Carolina
$1.77M -$1.47M -28,649 -45%
VNA
137
Valley National Advisers
Pennsylvania
$1.76M -$266K -5,164 -13%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$1.74M +$287K +5,571 +20%
KPWS
139
Kestra Private Wealth Services
Texas
$1.68M -$149K -2,885 -8%
AF
140
AtlasMark Financial
Texas
$1.65M +$102K +1,990 +7%
WDG
141
Wealth Dimensions Group
Ohio
$1.62M -$24K -467 -1%
VC
142
Vicus Capital
Pennsylvania
$1.6M +$10.8K +210 +0.7%
SFG
143
Sunburst Financial Group
Alabama
$1.56M +$216K +4,200 +16%
JWM
144
JGP Wealth Management
Oregon
$1.55M +$259K +5,027 +20%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$1.52M +29,577 New
BRWM
146
B. Riley Wealth Management
Tennessee
$1.51M +$1.52M +29,439 New
Stifel Financial
147
Stifel Financial
Missouri
$1.51M +$528K +10,249 +54%
HH
148
Hilltop Holdings
Texas
$1.5M +$115K +2,234 +8%
Deutsche Bank
149
Deutsche Bank
Germany
$1.38M +$300K +5,831 +28%
SWM
150
Spire Wealth Management
Virginia
$1.36M +$2.19M +42,472 New

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.