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iShares Core 1-5 Year USD Bond ETF
ISTB

351 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 74

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $3.34B → $3.95B (+$609M)

15% more funds holding in top 10

Funds holding in top 10: 40 → 46 (+6)

3.64% more ownership

Funds ownership: 59.47% → 63.11% (+3.6%)

3% more funds holding

Funds holding: 340 → 351 (+11)

Holders
351
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
180
Reduced
74
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$182M
2
BlackRock
BlackRock
New York
+$72.7M
3
ST
Smithfield Trust
Pennsylvania
+$29M
4
AA
Acorns Advisers
California
+$24.3M
5
GWM
Geneos Wealth Management
Colorado
+$22.6M

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$7.51M
2
PFM
Phillips Financial Management
Indiana
-$6.51M
3
Renaissance Technologies
Renaissance Technologies
New York
-$5.11M
4
MML Investors Services
MML Investors Services
Massachusetts
-$5.05M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$861K +$19.8K +386 +2%
FCA
202
FinTrust Capital Advisors
South Carolina
$829K +$832K +16,230 New
IF
203
IRON Financial
Illinois
$825K -$41.5K -809 -5%
MAWCM
204
Mine & Arao Wealth Creation & Management
California
$810K +$1.33K +26 +0.2%
WCG
205
Weaver Consulting Group
California
$793K -$744K -14,528 -48%
SFG
206
StrategIQ Financial Group
Indiana
$770K -$7.58K -148 -1%
SS
207
Simplicity Solutions
Minnesota
$760K +$762K +14,878 New
EM
208
Excalibur Management
Massachusetts
$745K +$24.3K +475 +3%
CB
209
Commerce Bank
Missouri
$739K – – –
CIBC World Market
210
CIBC World Market
Ontario, Canada
$674K -$16.5K -322 -2%
NCM
211
Northwest Capital Management
Oregon
$667K – – –
AFP
212
Ausdal Financial Partners
Iowa
$659K +$661K +12,906 New
WP
213
WealthPLAN Partners
Nebraska
$647K +$34K +663 +5%
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$641K +$4.05K +79 +0.6%
CPSAC
215
Chas P. Smith & Associates (CPS)
Florida
$641K +$192K +3,740 +42%
AIC
216
Ameritas Investment Company
Nebraska
$629K +$227K +4,426 +56%
APSP
217
Asset Planning Services (Pennsylvania)
Pennsylvania
$603K +$605K +11,800 New
PAG
218
Private Advisor Group
New Jersey
$593K -$25.2K -492 -4%
HB
219
Homrich & Berg
Georgia
$589K – – –
GFPC
220
Global Financial Private Client
Florida
$581K +$74.3K +1,450 +15%
FIM
221
Freedom Investment Management
Connecticut
$569K +$128K +2,500 +29%
BFA
222
Beacon Financial Advisory
Ohio
$564K -$9.12K -178 -2%
CHP
223
Cable Hill Partners
Oregon
$554K +$69.2K +1,350 +14%
FBT
224
First Bankers Trust
Kentucky
$550K +$552K +10,778 New
FPCM
225
Financial Partners Capital Management
New York
$522K +$30.5K +595 +6%
7 8
9
10 11

ISTB Hedge Fund Activity: Q3 2021 in Review

351 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2021, worth a combined $3.95B — up 18% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ISTB positions and 18 closed out — a net gain of 15 holders — while 180 added to existing stakes and 74 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $182M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $7.51M sold.

  • 351 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2021, up from 340 in Q2 2021.
  • Funds reported $3.95B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2021, up 18% quarter-over-quarter.
  • 33 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2021 and 18 closed out, a net change of +15 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2021 was Charles Schwab, an estimated $182M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2021 was Retirement Capital Strategies, an estimated $7.51M sold.

Based on aggregated 13F filings for Q3 2021.