iShares Core 1-5 Year USD Bond ETF
ISTB
385 hedge funds and large institutions have $3.74B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 109 increasing their positions, 167 reducing their positions, and 50 closing their positions.
14% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 50
1% more funds holding
Funds holding: 381 → 385 (+4)
8% less capital invested
Capital invested by funds: $4.05B → $3.74B (-$318M)
17% less funds holding in top 10
Funds holding in top 10: 46 → 38 (-8)
20.69% less ownership
Funds ownership: 86.49% → 65.8% (-21%)
35% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 167
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$166M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$86.6M |
| 3 |
OAM
Oak Asset Management
Westlake Village,
California
|
+$22M |
| 4 |
MA
MJP Associates
Farmington,
Connecticut
|
+$21.7M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
Newman & Schimel
Deerfield,
Illinois
|
-$1.17B |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$285M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.8M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$32.9M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$27.3M |
ISTB Hedge Fund Activity: Q2 2022 in Review
385 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2022, worth a combined $3.74B — down 7.8% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ISTB positions and 50 closed out — a net gain of 7 holders — while 109 added to existing stakes and 167 trimmed.
The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $166M. The largest seller was Newman & Schimel, cutting an estimated $1.17B.
- 385 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2022, up from 381 in Q1 2022.
- Funds reported $3.74B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2022, down 7.8% quarter-over-quarter.
- 57 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2022 and 50 closed out, a net change of +7 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2022 was State of Wisconsin Investment Board, an estimated $166M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2022 was Newman & Schimel, an estimated $1.17B sold.
Based on aggregated 13F filings for Q2 2022.