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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
AA
201
Advisory Alpha
Michigan
$624K +$627K +12,173 New
ANTB
202
AMG National Trust Bank
Colorado
$617K -$25.7K -500 -4%
PIM
203
Provident Investment Management
Michigan
$596K +$231K +4,494 +63%
HB
204
Homrich & Berg
Georgia
$592K
FHC
205
First Heartland Consultants
Missouri
$587K +$1.54K +30 +0.3%
FIM
206
Freedom Investment Management
Connecticut
$585K +$587K +11,408 New
CA
207
Cetera Advisors
Colorado
$572K -$52.3K -1,016 -8%
AWM
208
Apollon Wealth Management
South Carolina
$564K +$566K +10,998 New
PAG
209
Private Advisor Group
New Jersey
$558K -$1.71M -33,306 -75%
CA
210
CGN Advisors
Kansas
$522K +$524K +10,186 New
SAF
211
Smith Anglin Financial
Texas
$513K -$14.1M -273,127 -96%
SAM
212
Summit Asset Management
Tennessee
$508K -$1.54K -30 -0.3%
WP
213
WealthPLAN Partners
Nebraska
$498K -$152K -2,945 -23%
TAM
214
Tocqueville Asset Management
New York
$482K
WFM
215
Wolff Financial Management
Michigan
$458K +$55.5K +1,078 +14%
SS
216
Sunbelt Securities
Texas
$442K -$165K -3,208 -27%
RMDI
217
R.M. Davis Inc
Maine
$441K -$375K -7,285 -46%
CIA
218
Choate Investment Advisors
Massachusetts
$440K
FAIM
219
Financial Advocates Investment Management
Washington
$408K +$410K +7,958 New
QCIG
220
Quad-Cities Investment Group
Iowa
$397K -$2.99K -58 -0.7%
OCM
221
Osterweis Capital Management
California
$396K
CHP
222
Cable Hill Partners
Oregon
$394K +$47.9K +931 +14%
WJA
223
Willis Johnson & Associates
Texas
$393K +$1.13K +22 +0.3%
CPIA
224
Cornell Pochily Investment Advisors
New York
$386K -$9.21K -179 -2%
SFS
225
Sowell Financial Services
Arkansas
$382K +$19.6K +381 +5%

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.