iShares Core 1-5 Year USD Bond ETF
ISTB
253 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 92 reducing their positions, and 27 closing their positions.
44% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 27
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
3% more funds holding
Funds holding: 245 → 253 (+8)
0% less capital invested
Capital invested by funds: $2.24B → $2.23B (-$6.28M)
3% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 92
1.95% less ownership
Funds ownership: 63.32% → 61.37% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$169M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$71.3M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$33.5M |
| 4 |
Jane Street
New York
|
+$22.8M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$176M |
| 2 |
JP Morgan Chase
New York
|
-$62.1M |
| 3 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$35.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$27.6M |
| 5 |
LF
Lee Financial
Dallas,
Texas
|
-$25.3M |
ISTB Hedge Fund Activity: Q1 2020 in Review
253 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2020, worth a combined $2.23B — down 0.28% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new ISTB positions and 27 closed out — a net gain of 12 holders — while 89 added to existing stakes and 92 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $169M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $176M sold.
- 253 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2020, up from 245 in Q4 2019.
- Funds reported $2.23B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2020, down 0.28% quarter-over-quarter.
- 39 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2020 and 27 closed out, a net change of +12 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2020 was Charles Schwab, an estimated $169M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $176M sold.
Based on aggregated 13F filings for Q1 2020.