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iShares Core 1-5 Year USD Bond ETF
ISTB

261 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 63

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$268M)

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

3% more funds holding

Funds holding: 253 → 261 (+8)

0.6% more ownership

Funds ownership: 61.37% → 61.97% (+0.6%)

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
5.35%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.47%
New
40
Increased
113
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$120M
2
BlackRock
BlackRock
New York
+$58.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$45.9M
4
SP
Symmetry Partners
Connecticut
+$34.2M
5
DWA
Divergent Wealth Advisors
Utah
+$27.1M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$95.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$46.6M
3
Jane Street
Jane Street
New York
-$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$16.7M
5
BSAM
Blue Sky Asset Management
Colorado
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
226
Stewardship Financial Advisors
Georgia
$66K +$64.4K +1,260 +9,692%
GRP
227
Global Retirement Partners
California
$65K +$409 +8 +0.6%
EK
228
Evensky & Katz
Florida
$63K +$1.02K +20 +2%
TFGT
229
TS Financial Group (TSFG)
Illinois
$62K – – –
BWL
230
Bogart Wealth LLC
Virginia
$57K – – –
CAAS
231
Capital Asset Advisory Services
Michigan
$53K +$6.85K +134 +15%
EIP
232
Ellis Investment Partners
Pennsylvania
$50K +$307 +6 +0.6%
VFA
233
Valeo Financial Advisors
Indiana
$43K – – –
GTAM
234
Global Trust Asset Management
Florida
$36K – – –
SF
235
Synovus Financial
Georgia
$35K -$50.6K -990 -59%
FHA
236
Flagship Harbor Advisors
Massachusetts
$33K – – –
JFA
237
JNBA Financial Advisors
Minnesota
$33K – – –
PP
238
Pacifica Partners
Canada
$33K +$204 +4 +0.6%
Franklin Resources
239
Franklin Resources
California
$32K +$31.9K +625 New
MPCG
240
Matrix Private Capital Group
New York
$31K – – –
IF
241
Ironwood Financial
Arizona
$29K – – –
SWM
242
Sugarloaf Wealth Management
Georgia
$28K +$153 +3 +0.6%
AIC
243
Archer Investment Corporation
Indiana
$27K – – –
EW
244
Evoke Wealth
California
$27K – – –
LFG
245
Larson Financial Group
Missouri
$26K +$2.15K +42 +9%
AWM
246
Avior Wealth Management
Nebraska
$24K +$19.2K +376 +355%
CFG
247
Capstone Financial Group
Oklahoma
$23K – – –
BWM
248
Baystate Wealth Management
Massachusetts
$21K +$102 +2 +0.5%
APWA
249
Atlas Private Wealth Advisors
New Jersey
$19K +$19.2K +375 New
PMFA
250
Plante Moran Financial Advisors
Michigan
$15K +$15.1K +296 New
8 9
10
11 12

ISTB Hedge Fund Activity: Q2 2020 in Review

261 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2020, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ISTB positions and 29 closed out — a net gain of 11 holders — while 113 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, adding an estimated $120M. The largest seller was Raymond James & Associates, cutting an estimated $95.6M.

  • 261 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2020, up from 253 in Q1 2020.
  • Funds reported $2.5B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 40 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2020 and 29 closed out, a net change of +11 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $120M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2020 was Raymond James & Associates, an estimated $95.6M sold.

Based on aggregated 13F filings for Q2 2020.