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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
PP
151
PDS Planning
Ohio
$1.3M -$320K -6,223 -20%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$1.28M +$6.85K +133 +0.5%
WTB
153
Washington Trust Bank
Washington
$1.25M +$2.01K +39 +0.2%
EAM
154
Eukles Asset Management
Ohio
$1.25M -$48.5K -943 -4%
WP
155
WealthSource Partners
California
$1.25M +$24.5K +475 +2%
FTUS
156
Flow Traders U.S.
New York
$1.18M +$64.1K +1,245 +6%
WWM
157
Western Wealth Management
Colorado
$1.17M +$45.4K +882 +4%
DI
158
DAGCO Inc
Ohio
$1.16M +$1.16M +22,611 New
OIA
159
OneDigital Investment Advisors
Kansas
$1.09M -$68.4K -1,329 -6%
HI
160
Harbour Investments
Wisconsin
$1.08M +$1.09M +21,150 New
PJSIMP
161
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M -$258K -5,007 -19%
LF
162
Lee Financial
Texas
$1.08M – – –
AFAS
163
Acorn Financial Advisory Services
Virginia
$1.08M +$69.7K +1,354 +7%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$1.07M -$1.42M -27,547 -57%
NCM
165
Northwest Capital Management
Oregon
$1.06M +$25.1K +488 +2%
WFAG
166
Wescott Financial Advisory Group
Pennsylvania
$1.05M +$90.7K +1,761 +9%
NIC
167
Northwest Investment Counselors
Oregon
$1.05M -$54.2K -1,052 -5%
IF
168
Intrua Financial
Texas
$1.04M +$1.04M +20,225 New
William Blair & Company
169
William Blair & Company
Illinois
$1.03M – – –
TCM
170
TD Capital Management
Tennessee
$1.03M +$878K +17,046 +575%
SS
171
Simplicity Solutions
Minnesota
$990K -$11.3M -219,639 -92%
MW
172
Marcum Wealth
Ohio
$949K +$953K +18,511 New
IF
173
IRON Financial
Illinois
$939K -$5.82K -113 -0.6%
BFA
174
Beacon Financial Advisory
Ohio
$915K +$12.7K +246 +1%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$915K +$165K +3,209 +22%
5 6
7
8 9

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.