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.
1,027% more capital inflows, than outflows
Capital inflows: $675M | Capital outflows: $59.9M
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
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$182M |
| 2 |
BlackRock
New York
|
+$72.7M |
| 3 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
+$29M |
| 4 |
AA
Acorns Advisers
Irvine,
California
|
+$24.3M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$7.51M |
| 2 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$6.51M |
| 3 |
Renaissance Technologies
New York
|
-$5.11M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.05M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.37M |
ISTB Hedge Fund Activity: Q3 2021 in Review
351 of the 5,730 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.