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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
SFS
401
Summit Financial Strategies
Ohio
– -$235K -4,948 Closed
MWM
402
Meridian Wealth Management
Kentucky
– -$230K -4,850 Closed
BF
403
BOK Financial
Oklahoma
– -$214K -4,521 Closed
RF
404
Resolute Financial
Massachusetts
– -$201K -4,241 Closed
CTC
405
Central Trust Company
Missouri
– -$94K -1,986 Closed
VVP
406
Venture Visionary Partners
Ohio
– -$42.3K -891 Closed
S
407
SignatureFD
Georgia
– -$30.8K -652 Closed
JFA
408
JNBA Financial Advisors
Minnesota
– -$31K -645 Closed
CCM
409
Chilton Capital Management
Texas
– -$11K -235 Closed
RPCA
410
Running Point Capital Advisors
California
– -$11K -232 Closed
AIP
411
Ahrens Investment Partners
Louisiana
– -$9K -200 Closed
CAM
412
Costello Asset Management
Pennsylvania
– -$5K -106 Closed
BFPW
413
BOK Financial Private Wealth
Colorado
– -$2K -34 Closed
13 14 15 16
17

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.