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iShares Core 1-5 Year USD Bond ETF
ISTB

381 hedge funds and large institutions have $4.05B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.92% more ownership

Funds ownership: 64.57% → 86.49% (+22%)

5% more funds holding in top 10

Funds holding in top 10: 44 → 46 (+2)

3% less capital invested

Capital invested by funds: $4.16B → $4.05B (-$105M)

4% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 148

3% less funds holding

Funds holding: 392 → 381 (-11)

14% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 42

Holders
381
Holders Change
-11
Holders Change %
-2.81%
% of All Funds
6.01%
Holding in Top 10
46
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.55%
% of All Funds
0.73%
New
36
Increased
142
Reduced
148
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NS
Newman & Schimel
Illinois
+$1.23B
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$84M
3
Ameriprise
Ameriprise
Minnesota
+$49M
4
ST
Spinnaker Trust
Maine
+$40.7M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$38.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$52.8M
2
AF
Allworth Financial
California
-$45M
3
Citadel Advisors
Citadel Advisors
Florida
-$28.8M
4
ST
Smithfield Trust
Pennsylvania
-$18.7M
5
SMM
Stadion Money Management
Georgia
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
126
Global Strategic Investment Solutions
Arizona
$3.41M -$3.75K -76 -0.1%
KPWS
127
Kestra Private Wealth Services
Texas
$3.38M -$1.59M -32,089 -32%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$3.29M +$1.05M +21,239 +45%
WANY
129
Wealthspire Advisors (New York)
New York
$3.24M -$659K -13,345 -17%
MAG
130
MRA Advisory Group
New Jersey
$3.22M -$7.8K -158 -0.2%
KAS
131
Kestra Advisory Services
Texas
$3.21M +$825K +16,698 +34%
HI
132
Horizon Investments
North Carolina
$3.16M +$3.23M +65,386 New
PAG
133
Private Advisor Group
New Jersey
$3.08M +$2.57M +52,078 +449%
HWA
134
HHM Wealth Advisors
Tennessee
$3.08M -$276K -5,594 -8%
WP
135
WealthShield Partners
North Carolina
$3.07M -$12.8K -260 -0.4%
AWE
136
Avidian Wealth Enterprises
Texas
$3.06M +$7.46K +151 +0.2%
FCA
137
FinTrust Capital Advisors
South Carolina
$3.02M +$869K +17,586 +39%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$2.99M +$2.47M +49,918 +427%
FFS
139
Founders Financial Securities
Maryland
$2.94M +$2.99M +60,586 New
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$2.86M -$2.14M -43,283 -42%
LFAS
141
Level Four Advisory Services
Texas
$2.85M -$619K -12,535 -18%
CHC
142
City Holding Co
West Virginia
$2.78M -$14.2K -288 -0.5%
SHWM
143
Smith & Howard Wealth Management
Georgia
$2.76M +$891K +18,047 +46%
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$2.65M +$1.49M +30,118 +123%
WWM
145
Western Wealth Management
Colorado
$2.6M +$1.55M +31,389 +140%
BFA
146
Bluestem Financial Advisors
Illinois
$2.6M +$2.65M +53,618 New
JWM
147
JGP Wealth Management
Oregon
$2.57M +$205K +4,150 +8%
EH
148
Equitable Holdings
New York
$2.57M +$2.38M +48,220 +1,000%
AWS
149
Atria Wealth Solutions
New York
$2.55M +$2.6M +52,674 New
SIM
150
Studio Investment Management
Illinois
$2.52M +$200K +4,040 +8%
4 5
6
7 8

ISTB Hedge Fund Activity: Q1 2022 in Review

381 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2022, worth a combined $4.05B — down 2.5% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of ISTB and 36 opened new positions — a net loss of 6 holders — while 148 trimmed existing stakes and 142 added.

The largest buyer was Newman & Schimel, adding an estimated $1.23B. The largest seller was JP Morgan Chase, cutting an estimated $52.8M.

  • 381 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2022, down from 392 in Q4 2021.
  • Funds reported $4.05B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 36 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2022 and 42 closed out, a net change of -6 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2022 was Newman & Schimel, an estimated $1.23B added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2022 was JP Morgan Chase, an estimated $52.8M sold.

Based on aggregated 13F filings for Q1 2022.