iShares Core 1-5 Year USD Bond ETF
ISTB
392 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 146 increasing their positions, 111 reducing their positions, and 36 closing their positions.
133% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 36
32% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 111
12% more funds holding
Funds holding: 351 → 392 (+41)
5% more capital invested
Capital invested by funds: $3.95B → $4.16B (+$210M)
1.46% more ownership
Funds ownership: 63.11% → 64.57% (+1.5%)
4% less funds holding in top 10
Funds holding in top 10: 46 → 44 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$72.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$41M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.3M |
| 4 |
Morgan Stanley
New York
|
+$24.3M |
| 5 |
AA
Acorns Advisers
Irvine,
California
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24M |
| 2 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
-$23.8M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$20.3M |
| 4 |
MFA
McClarren Financial Advisors
State College,
Pennsylvania
|
-$20.1M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$16.2M |
ISTB Hedge Fund Activity: Q4 2021 in Review
392 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2021, worth a combined $4.16B — up 5.3% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ISTB positions and 36 closed out — a net gain of 48 holders — while 146 added to existing stakes and 111 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $72.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $24M.
- 392 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2021, up from 351 in Q3 2021.
- Funds reported $4.16B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2021, up 5.3% quarter-over-quarter.
- 84 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2021 and 36 closed out, a net change of +48 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2021 was HighTower Advisors, an estimated $72.4M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $24M sold.
Based on aggregated 13F filings for Q4 2021.