iShares Core 1-5 Year USD Bond ETF
ISTB
359 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.
0.17% more ownership
Funds ownership: 59.99% → 60.16% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
4% less capital invested
Capital invested by funds: $2.61B → $2.51B (-$100M)
7% less funds holding
Funds holding: 386 → 359 (-27)
23% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 156
53% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$75.9M |
| 2 |
BlackRock
New York
|
+$17.9M |
| 3 |
AA
Acorns Advisers
Irvine,
California
|
+$11.9M |
| 4 |
BC
Brio Consultants
San Francisco,
California
|
+$11.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$59.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$41.4M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$12.5M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.3M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$9.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Bessemer Group
Woodbridge,
New Jersey
| – | -$23K | -500 | Closed |
|
|
CPG
402
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$13.2K | -283 | Closed |
|
|
CIA
403
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$12.4K | -266 | Closed |
|
|
IPW
404
Impact Partnership Wealth
Marietta,
Georgia
| – | -$11.6K | -248 | Closed |
|
|
CP
405
Castleview Partners
Dallas,
Texas
| – | -$8.86K | -190 | Closed |
|
|
VF
406
VitalStone Financial
Shavano Park,
Texas
| – | -$5K | -98 | Closed |
|
|
TAM
407
Townsend Asset Management
Raleigh,
North Carolina
| – | -$1.49K | -32 | Closed |
|
ISTB Hedge Fund Activity: Q3 2023 in Review
359 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2023, worth a combined $2.51B — down 3.8% from $2.61B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of ISTB and 20 opened new positions — a net loss of 23 holders — while 156 trimmed existing stakes and 120 added.
The largest buyer was Charles Schwab, adding an estimated $75.9M. The largest seller was Jane Street, cutting an estimated $59.2M.
- 359 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2023, down from 386 in Q2 2023.
- Funds reported $2.51B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
- 20 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2023 and 43 closed out, a net change of -23 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2023 was Charles Schwab, an estimated $75.9M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2023 was Jane Street, an estimated $59.2M sold.
Based on aggregated 13F filings for Q3 2023.