We are live on ! Find out more
ISTB icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
376
Holders Change
-9
Holders Change %
-2.34%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.64%
New
31
Increased
137
Reduced
152
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$233M
2
FWP
FAS Wealth Partners
Kansas
+$50.5M
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$50.2M
4
Jane Street
Jane Street
New York
+$37.6M
5
BlackRock
BlackRock
New York
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$255M
2
CWM
Campbell Wealth Management
Virginia
-$106M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$85.8M
4
ST
Spinnaker Trust
Maine
-$66M
5
Charles Schwab
Charles Schwab
California
-$49.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
326
Osterweis Capital Management
California
$68K – – –
SWM
327
Spire Wealth Management
Virginia
$66K -$1.95M -41,277 -97%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$60K +$10.4K +221 +20%
ADL
329
Asset Dedication LLC
California
$50K – – –
Citigroup
330
Citigroup
New York
$50K +$17.7K +376 +53%
HNB
331
Huntington National Bank
Ohio
$49K – – –
EIP
332
Ellis Investment Partners
Pennsylvania
$47K +$236 +5 +0.5%
US Bancorp
333
US Bancorp
Minnesota
$47K +$18K +381 +61%
SWA
334
SOA Wealth Advisors
New York
$46K +$47.2K +1,000 New
TFA
335
Transamerica Financial Advisors
Florida
$45K -$425 -9 -0.9%
RIA
336
Realta Investment Advisors
Delaware
$40K +$41.4K +878 New
HPC
337
HM Payson & Co
Maine
$39K – – –
CT
338
Cambridge Trust
Massachusetts
$38K – – –
BWA
339
BDO Wealth Advisors
Florida
$37K +$142 +3 +0.4%
AIC
340
Archer Investment Corporation
Indiana
$31.9K – – –
MPCG
341
Matrix Private Capital Group
New York
$30K – – –
PP
342
Pacifica Partners
Canada
$30K +$94 +2 +0.3%
Franklin Resources
343
Franklin Resources
California
$29K – – –
CFD
344
Creative Financial Designs
Indiana
$28K – – –
GTAM
345
Global Trust Asset Management
Florida
$28K – – –
BWL
346
Bogart Wealth LLC
Virginia
$27K – – –
SWM
347
Sugarloaf Wealth Management
Georgia
$27K +$142 +3 +0.5%
EW
348
Evoke Wealth
California
$24K – – –
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K -$3.44K -73 -12%
AWM
350
Avior Wealth Management
Nebraska
$23K +$94 +2 +0.4%
12 13
14
15 16

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.