iShares Core 1-5 Year USD Bond ETF
ISTB
376 hedge funds and large institutions have $3.07B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 137 increasing their positions, 152 reducing their positions, and 35 closing their positions.
10% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 152
1.67% less ownership
Funds ownership: 65.8% → 64.12% (-1.7%)
2% less funds holding
Funds holding: 385 → 376 (-9)
3% less funds holding in top 10
Funds holding in top 10: 38 → 37 (-1)
11% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 35
18% less capital invested
Capital invested by funds: $3.74B → $3.07B (-$670M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$233M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$50.5M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$50.2M |
| 4 |
Jane Street
New York
|
+$37.6M |
| 5 |
BlackRock
New York
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$255M |
| 2 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
-$106M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$85.8M |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$66M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$49.9M |
ISTB Hedge Fund Activity: Q3 2022 in Review
376 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2022, worth a combined $3.07B — down 18% from $3.74B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of ISTB and 31 opened new positions — a net loss of 4 holders — while 152 trimmed existing stakes and 137 added.
The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $233M. The largest seller was Raymond James & Associates, cutting an estimated $255M.
- 376 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2022, down from 385 in Q2 2022.
- Funds reported $3.07B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2022, down 18% quarter-over-quarter.
- 31 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2022 and 35 closed out, a net change of -4 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $233M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2022 was Raymond James & Associates, an estimated $255M sold.
Based on aggregated 13F filings for Q3 2022.