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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

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

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
RJA
1
Raymond James & Associates
Florida
$589M -$130M -2,525,093 -18%
AA
2
Acorns Advisers
California
$240M +$32.4M +628,478 +15%
Ameriprise
3
Ameriprise
Minnesota
$165M +$6.95M +135,011 +4%
Bank of America
4
Bank of America
North Carolina
$151M +$16.6M +323,302 +12%
Morgan Stanley
5
Morgan Stanley
New York
$95.3M +$16M +309,877 +20%
UBS Group
6
UBS Group
Switzerland
$91.2M +$733K +14,245 +0.8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$78.2M +$9.56M +185,645 +14%
Mariner
8
Mariner
Kansas
$71.7M +$26.9M +522,130 +60%
KOC
9
Koss-Olinger Consulting
Florida
$56.5M +$56.7M +1,101,371 New
ST
10
Spinnaker Trust
Maine
$54.7M -$10.9M -212,201 -17%
KFAA
11
Klaas Financial Asset Advisors
Illinois
$51.4M +$1.79M +34,857 +4%
SMM
12
Stadion Money Management
Georgia
$43.5M +$149K +2,886 +0.3%
Wells Fargo
13
Wells Fargo
California
$39.2M +$8.88M +172,539 +29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$35.4M +$6.03M +117,204 +20%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$34.2M +$8.13K +158 +1%
SP
16
Symmetry Partners
Connecticut
$32.3M +$512K +9,952 +2%
AF
17
Allworth Financial
California
$31.5M +$27.4M +532,871 +653%
Osaic Holdings
18
Osaic Holdings
Arizona
$30.4M -$1.39M -27,056 -4%
DWM
19
Destination Wealth Management
California
$24.2M +$1.08M +20,884 +5%
LPL Financial
20
LPL Financial
California
$23.5M +$1.75M +33,980 +8%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$23.3M +$2.08M +40,394 +10%
HCM
22
Hudson Capital Management
New Jersey
$23.2M +$2.32M +45,092 +11%
MFA
23
McClarren Financial Advisors
Pennsylvania
$21.9M +$1.33M +25,789 +6%
CIP
24
Capital Insight Partners
Arizona
$20.6M +$80.9K +1,572 +0.4%
DWA
25
Divergent Wealth Advisors
Utah
$20.5M +$1.97M +38,255 +11%
1
2 3 4 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.