iShares Core 1-5 Year USD Bond ETF
ISTB
273 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 73 reducing their positions, and 18 closing their positions.
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
71% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 73
9% more funds holding in top 10
Funds holding in top 10: 23 → 25 (+2)
8% more capital invested
Capital invested by funds: $2.5B → $2.7B (+$198M)
5% more funds holding
Funds holding: 261 → 273 (+12)
3.53% less ownership
Funds ownership: 61.97% → 58.44% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Acorns Advisers
Irvine,
California
|
+$183M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$38.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$98.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$62.5M |
| 3 |
BlackRock
New York
|
-$57.7M |
| 4 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$17.9M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$13.3M |
ISTB Hedge Fund Activity: Q3 2020 in Review
273 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2020, worth a combined $2.7B — up 7.9% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ISTB positions and 18 closed out — a net gain of 14 holders — while 125 added to existing stakes and 73 trimmed.
The largest buyer was Acorns Advisers, opening a new position worth an estimated $183M. The largest seller was Charles Schwab, cutting an estimated $98.3M.
- 273 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2020, up from 261 in Q2 2020.
- Funds reported $2.7B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2020, up 7.9% quarter-over-quarter.
- 32 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2020 and 18 closed out, a net change of +14 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2020 was Acorns Advisers, an estimated $183M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2020 was Charles Schwab, an estimated $98.3M sold.
Based on aggregated 13F filings for Q3 2020.