iShares Core 1-5 Year USD Bond ETF
ISTB
380 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 37 funds opening new positions, 141 increasing their positions, 147 reducing their positions, and 42 closing their positions.
5% more funds holding in top 10
Funds holding in top 10: 44 → 46 (+2)
1.8% more ownership
Funds ownership: 64.51% → 66.31% (+1.8%)
3% less capital invested
Capital invested by funds: $4.16B → $4.05B (-$105M)
4% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 147
3% less funds holding
Funds holding: 390 → 380 (-10)
12% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$84M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$49M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$40.7M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$38.3M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$52.8M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$45M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$28.8M |
| 4 |
ST
Smithfield Trust
Pittsburgh,
Pennsylvania
|
-$18.7M |
| 5 |
NS
Newman & Schimel
Deerfield,
Illinois
|
-$17.9M |
ISTB Hedge Fund Activity: Q1 2022 in Review
380 of the 6,360 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 37 opened new positions — a net loss of 5 holders — while 147 trimmed existing stakes and 141 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $84M. The largest seller was JP Morgan Chase, cutting an estimated $52.8M.
- 380 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2022, down from 390 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.
- 37 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2022 and 42 closed out, a net change of -5 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2022 was Thrivent Financial for Lutherans, an estimated $84M 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.