iShares Core 1-5 Year USD Bond ETF
ISTB
386 hedge funds and large institutions have $2.61B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 172 reducing their positions, and 28 closing their positions.
14% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 28
1.34% more ownership
Funds ownership: 58.65% → 59.99% (+1.3%)
0% more funds holding
Funds holding: 386 → 386 (0)
11% less capital invested
Capital invested by funds: $2.91B → $2.61B (-$306M)
21% less funds holding in top 10
Funds holding in top 10: 38 → 30 (-8)
29% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Acorns Advisers
Irvine,
California
|
+$20.8M |
| 2 |
TA
Townsend & Associates
Westminster,
Colorado
|
+$8.8M |
| 3 |
Morgan Stanley
New York
|
+$7.09M |
| 4 |
Cerity Partners
New York
|
+$4.8M |
| 5 |
MCA
Maryland Capital Advisors
Chester,
Maryland
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$88.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$41.6M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$25.5M |
| 4 |
Jane Street
New York
|
-$17.3M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$15.7M |
ISTB Hedge Fund Activity: Q2 2023 in Review
386 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2023, worth a combined $2.61B — down 11% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ISTB positions and 28 closed out — a net gain of 4 holders — while 122 added to existing stakes and 172 trimmed.
The largest buyer was Acorns Advisers, adding an estimated $20.8M. The largest seller was Ameriprise, cutting an estimated $88.1M.
- 386 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $2.61B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2023, down 11% quarter-over-quarter.
- 32 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2023 and 28 closed out, a net change of +4 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2023 was Acorns Advisers, an estimated $20.8M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2023 was Ameriprise, an estimated $88.1M sold.
Based on aggregated 13F filings for Q2 2023.