iShares Core 1-5 Year USD Bond ETF
ISTB
340 hedge funds and large institutions have $3.34B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 97 reducing their positions, and 20 closing their positions.
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
59% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 97
29% more funds holding in top 10
Funds holding in top 10: 31 → 40 (+9)
12% more capital invested
Capital invested by funds: $2.97B → $3.34B (+$368M)
4% more funds holding
Funds holding: 328 → 340 (+12)
0.6% less ownership
Funds ownership: 60.07% → 59.47% (-0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$69.5M |
| 2 |
JP Morgan Chase
New York
|
+$53.6M |
| 3 |
ISG
Investment Security Group
Denver,
Colorado
|
+$35.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$34.5M |
| 5 |
AA
Acorns Advisers
Irvine,
California
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$26.7M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$13.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.6M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$5.04M |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$3.83M |
ISTB Hedge Fund Activity: Q2 2021 in Review
340 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2021, worth a combined $3.34B — up 12% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ISTB positions and 20 closed out — a net gain of 17 holders — while 154 added to existing stakes and 97 trimmed.
The largest buyer was Campbell Wealth Management, adding an estimated $69.5M. The largest seller was Koss-Olinger Consulting, cutting an estimated $26.7M.
- 340 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2021, up from 328 in Q1 2021.
- Funds reported $3.34B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 37 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2021 and 20 closed out, a net change of +17 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2021 was Campbell Wealth Management, an estimated $69.5M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2021 was Koss-Olinger Consulting, an estimated $26.7M sold.
Based on aggregated 13F filings for Q2 2021.