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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

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

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
PP
26
Prosperity Planning
Missouri
$24.4M – – –
LPL Financial
27
LPL Financial
California
$23.8M -$1.08M -22,978 -4%
CWM
28
Cahaba Wealth Management
Georgia
$23.4M +$13.5M +286,432 +129%
DWM
29
Destination Wealth Management
California
$23M +$923K +19,554 +4%
PFM
30
Phillips Financial Management
Indiana
$21.2M -$2.31M -48,954 -10%
CMP
31
Courage Miller Partners
Virginia
$21M -$247K -5,244 -1%
DWA
32
Divergent Wealth Advisors
Utah
$19.9M +$1.68M +35,572 +9%
GWM
33
Geneos Wealth Management
Colorado
$19.8M -$849K -17,993 -4%
MCA
34
Maryland Capital Advisors
Maryland
$19M +$1.98M +41,955 +11%
OBWG
35
Onyx Bridge Wealth Group
New York
$18.9M -$3.53M -74,843 -15%
OWA
36
Opal Wealth Advisors
New York
$18.8M -$554K -11,735 -3%
AWM
37
AE Wealth Management
Kansas
$18.6M +$1.35M +28,606 +8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$18.3M -$3.65M -77,354 -16%
MAM
39
Meeder Asset Management
Ohio
$18.2M +$3.17M +67,207 +21%
CL
40
CIM LLC
New York
$16M +$1.1M +23,351 +7%
JP Morgan Chase
41
JP Morgan Chase
New York
$15.2M -$4.82M -102,196 -24%
ONST
42
Old North State Trust
North Carolina
$15M +$15.4M +325,862 +100,265%
Creative Planning
43
Creative Planning
Kansas
$15M +$4.91M +104,008 +47%
SPIA
44
Steward Partners Investment Advisory
New York
$14.8M -$334K -7,078 -2%
HI
45
Harbour Investments
Wisconsin
$13.3M – – –
BFA
46
Buttonwood Financial Advisors
Maryland
$12.7M +$594K +12,589 +5%
CFS
47
Cannon Financial Strategists
Georgia
$12.3M +$743K +15,756 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$12.1M +$40.1K +849 +0.3%
FG
49
Fiduciary Group
Georgia
$11.8M -$381K -8,073 -3%
MW
50
MBL Wealth
North Carolina
$11.7M +$4.64M +98,265 +63%
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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.