iShares Core 1-5 Year USD Bond ETF
ISTB
386 hedge funds and large institutions have $2.91B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 183 reducing their positions, and 27 closing their positions.
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
9% more funds holding in top 10
Funds holding in top 10: 35 → 38 (+3)
1% less funds holding
Funds holding: 388 → 386 (-2)
2.97% less ownership
Funds ownership: 61.62% → 58.65% (-3%)
26% less capital invested
Capital invested by funds: $3.94B → $2.91B (-$1.03B)
37% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$34.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$25.7M |
| 3 |
AA
Acorns Advisers
Irvine,
California
|
+$17.4M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$16.5M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$7.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$83.2M |
| 2 |
JP Morgan Chase
New York
|
-$49M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$36.9M |
| 4 |
Morgan Stanley
New York
|
-$35.9M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$30M |
ISTB Hedge Fund Activity: Q1 2023 in Review
386 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2023, worth a combined $2.91B — down 26% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ISTB positions and 27 closed out — a net gain of 8 holders — while 116 added to existing stakes and 183 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $34.1M. The largest seller was Ameriprise, cutting an estimated $83.2M.
- 386 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2023, down from 388 in Q4 2022.
- Funds reported $2.91B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2023, down 26% quarter-over-quarter.
- 35 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2023 and 27 closed out, a net change of +8 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2023 was Kovitz Investment Group Partners, an estimated $34.1M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2023 was Ameriprise, an estimated $83.2M sold.
Based on aggregated 13F filings for Q1 2023.