iShares Core 1-5 Year USD Bond ETF
ISTB
381 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.
63% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 38
11% more capital invested
Capital invested by funds: $2.51B → $2.79B (+$285M)
6% more funds holding
Funds holding: 359 → 381 (+22)
5.31% more ownership
Funds ownership: 60.16% → 65.46% (+5.3%)
7% less funds holding in top 10
Funds holding in top 10: 30 → 28 (-2)
27% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 161
84% less call options, than puts
Call options by funds: $24K | Put options by funds: $152K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$74.2M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$54.9M |
| 3 |
TA
Townsend & Associates
Westminster,
Colorado
|
+$19.3M |
| 4 |
AA
Acorns Advisers
Irvine,
California
|
+$16.6M |
| 5 |
Jane Street
New York
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31.4M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$28.8M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$21M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$11.3M |
ISTB Hedge Fund Activity: Q4 2023 in Review
381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2023, worth a combined $2.79B — up 11% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ISTB positions and 38 closed out — a net gain of 24 holders — while 117 added to existing stakes and 161 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $74.2M. The largest seller was UBS Group, cutting an estimated $31.4M.
- 381 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2023, up from 359 in Q3 2023.
- Funds reported $2.79B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 62 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2023 and 38 closed out, a net change of +24 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $74.2M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2023 was UBS Group, an estimated $31.4M sold.
Based on aggregated 13F filings for Q4 2023.