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iShares Core 1-5 Year USD Bond ETF

388 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

29% more capital invested

Capital invested by funds: $3.07B → $3.94B (+$874M)

3% more funds holding

Funds holding: 376388 (+12)

2.5% less ownership

Funds ownership: 64.12%61.62% (-2.5%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

16% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 162

Holders
388
Holders Change
+12
Holders Change %
+3.19%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
276
Sovereign Financial Group
Connecticut
$338K +$51.7K +1,118 +18%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$332K -$47.7K -1,030 -13%
BC
278
Brio Consultants
California
$320K -$1.23M -26,663 -79%
CA
279
Cetera Advisors
Colorado
$313K +$311K +6,730 New
FSA
280
Fort Sheridan Advisors
Illinois
$311K
PIM
281
Provident Investment Management
Michigan
$297K -$555 -12 -0.2%
EIA
282
Eldridge Investment Advisors
New Hampshire
$297K -$1.21M -26,118 -80%
FA
283
Fiducient Advisors
Illinois
$291K +$290K +6,257 New
PJSIMP
284
P.J. Schmidt Investment Management (PJS)
Wisconsin
$284K -$22.4K -484 -7%
SBIA
285
Sheaff Brock Investment Advisors
Indiana
$279K
SFS
286
Security Financial Services
Indiana
$277K
PHIC
287
Pine Haven Investment Counsel
Massachusetts
$276K +$34.7K +750 +14%
WP
288
WealthSource Partners
California
$270K +$8.61K +186 +3%
OHWP
289
Oak Harbor Wealth Partners
North Carolina
$268K -$112K -2,428 -30%
MRWM
290
ML&R Wealth Management
Texas
$264K +$41.8K +903 +19%
JFL
291
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K -$262K -5,670 Closed
PWS
292
Peterson Wealth Services
Utah
$259K -$162K -3,509 -39%
CA
293
Cresta Advisors
Texas
$259K
PP
294
PFS Partners
New Jersey
$252K
WIM
295
WealthPlan Investment Management
Nebraska
$247K -$56.5K -1,222 -19%
WP
296
WealthPLAN Partners
Nebraska
$246K +$244K +5,283 New
IA
297
IFP Advisors
Florida
$244K -$65.4K -1,414 -23%
VFIC
298
Valley Forge Investment Consultants
Pennsylvania
$242K -$322K -6,960 -57%
Wealthfront Advisers
299
Wealthfront Advisers
California
$233K -$595K -12,866 -72%
OIA
300
Optimum Investment Advisors
Illinois
$232K -$46.3K -1,000 -17%

ISTB Hedge Fund Activity: Q4 2022 in Review

388 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2022, worth a combined $3.94B — up 29% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ISTB positions and 35 closed out — a net gain of 18 holders — while 136 added to existing stakes and 162 trimmed.

The largest buyer was Jane Street, adding an estimated $71.1M. The largest seller was Klaas Financial Asset Advisors, exiting entirely with an estimated $54.4M sold.

  • 388 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2022, up from 376 in Q3 2022.
  • Funds reported $3.94B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 53 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2022 and 35 closed out, a net change of +18 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2022 was Jane Street, an estimated $71.1M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2022 was Klaas Financial Asset Advisors, an estimated $54.4M sold.

Based on aggregated 13F filings for Q4 2022.