iShares Core 1-5 Year USD Bond ETF
ISTB
387 hedge funds and large institutions have $3.23B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 35 closing their positions.
51% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 35
44% more capital inflows, than outflows
Capital inflows: $428M | Capital outflows: $297M
3% more funds holding
Funds holding: 375 → 387 (+12)
1.86% more ownership
Funds ownership: 59.76% → 61.62% (+1.9%)
5% less funds holding in top 10
Funds holding in top 10: 37 → 35 (-2)
16% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$71.1M |
| 2 |
JP Morgan Chase
New York
|
+$47.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$22M |
| 4 |
Miracle Mile Advisors
Los Angeles,
California
|
+$19.6M |
| 5 |
Acorns Advisers
Irvine,
California
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
-$54.4M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$29.1M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
-$20.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$19.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$13M |
ISTB Hedge Fund Activity: Q4 2022 in Review
387 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2022, worth a combined $3.23B — up 5.1% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ISTB positions and 35 closed out — a net gain of 18 holders — while 136 added to existing stakes and 161 trimmed.
The largest buyer was Jane Street, adding an estimated $71.1M. The largest seller was Klaas Financial Asset Advisors, exiting entirely with an estimated $54.4M sold.
- 387 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2022, up from 375 in Q3 2022.
- Funds reported $3.23B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2022, up 5.1% quarter-over-quarter.
- 53 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2022 and 35 closed out, a net change of +18 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2022 was Jane Street, an estimated $71.1M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2022 was Klaas Financial Asset Advisors, an estimated $54.4M sold.
Based on aggregated 13F filings for Q4 2022.