iShares Core 1-5 Year USD Bond ETF
ISTB
381 hedge funds and large institutions have $4.05B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 148 reducing their positions, and 42 closing their positions.
21.92% more ownership
Funds ownership: 64.57% → 86.49% (+22%)
5% more funds holding in top 10
Funds holding in top 10: 44 → 46 (+2)
3% less capital invested
Capital invested by funds: $4.16B → $4.05B (-$105M)
4% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 148
3% less funds holding
Funds holding: 392 → 381 (-11)
14% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
Newman & Schimel
Deerfield,
Illinois
|
+$1.23B |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$84M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$49M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
+$40.7M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$52.8M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$45M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$28.8M |
| 4 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
-$18.7M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$16.2M |
ISTB Hedge Fund Activity: Q1 2022 in Review
381 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2022, worth a combined $4.05B — down 2.5% from $4.16B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of ISTB and 36 opened new positions — a net loss of 6 holders — while 148 trimmed existing stakes and 142 added.
The largest buyer was Newman & Schimel, adding an estimated $1.23B. The largest seller was JP Morgan Chase, cutting an estimated $52.8M.
- 381 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2022, down from 392 in Q4 2021.
- Funds reported $4.05B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2022, down 2.5% quarter-over-quarter.
- 36 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2022 and 42 closed out, a net change of -6 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2022 was Newman & Schimel, an estimated $1.23B added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $52.8M sold.
Based on aggregated 13F filings for Q1 2022.