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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
TA
176
Townsend & Associates
Colorado
$903K +$906K +17,599 New
PWM
177
PBMares Wealth Management
Virginia
$900K -$70K -1,360 -7%
VFIC
178
Valley Forge Investment Consultants
Pennsylvania
$897K +$2.73K +53 +0.3%
EWA
179
Exencial Wealth Advisors
Oklahoma
$877K -$103 -2 -0%
WCM
180
Whitener Capital Management
North Carolina
$852K -$5.15K -100 -0.6%
WA
181
Wilshire Advisors
California
$830K +$833K +16,178 New
MAWCM
182
Mine & Arao Wealth Creation & Management
California
$824K +$1.03K +20 +0.1%
OIA
183
Optimum Investment Advisors
Illinois
$800K -$18K -350 -2%
ISL
184
Ingalls & Snyder LLC
New York
$797K +$555K +10,785 +227%
Citigroup
185
Citigroup
New York
$787K -$30.4K -590 -4%
MI
186
Moneywise Inc
Virginia
$787K +$772 +15 +0.1%
SFG
187
StrategIQ Financial Group
Indiana
$783K -$4.58K -89 -0.6%
BRWA
188
B. Riley Wealth Advisors
Florida
$776K +$779K +15,126 New
ACA
189
Ackerman Capital Advisors
Texas
$753K -$31.6K -613 -4%
CB
190
Commerce Bank
Missouri
$747K +$749K +14,553 New
RA
191
RFG Advisory
Alabama
$740K -$66.5K -1,292 -8%
OBWG
192
Onyx Bridge Wealth Group
New York
$739K -$957K -18,584 -56%
MCC
193
Money Concepts Capital
Florida
$712K +$443K +8,607 +163%
QCM
194
Quest Capital Management
Texas
$710K -$369K -7,175 -34%
CIBC World Market
195
CIBC World Market
Ontario, Canada
$704K -$134K -2,610 -16%
NFG
196
Next Financial Group
Texas
$681K +$684K +13,287 New
CAL
197
Capital Analysts LLC
Pennsylvania
$680K +$683K +13,268 New
CAM
198
Cozad Asset Management
Illinois
$669K +$671K +13,035 New
DP
199
Denver PWM
Colorado
$658K +$449K +8,730 +217%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$632K +$271K +5,266 +75%

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.