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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
AF
251
Advisornet Financial
Minnesota
$13K – – –
HNB
252
Huntington National Bank
Ohio
$11K – – –
CIAS
253
Capital Investment Advisory Services
North Carolina
$10K – – –
SWM
254
Selective Wealth Management
Virginia
$6K – – –
Fidelity Investments
255
Fidelity Investments
Massachusetts
$5K -$40.8K -798 -90%
MA
256
MCF Advisors
Kentucky
$5K -$39.9K -780 -88%
AA
257
Ancora Advisors
Ohio
$5K – – –
BWM
258
BerganKDV Wealth Management
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
260
Front Row Advisors
California
$3K – – –
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
HWA
262
HCR Wealth Advisors
California
$2K +$1.89K +37 New
BFC
263
Bedel Financial Consulting
Indiana
$1K – – –
Jane Street
264
Jane Street
New York
– -$22.8M -451,665 Closed
BSAM
265
Blue Sky Asset Management
Colorado
– -$16.4M -323,883 Closed
KCM
266
Kathmere Capital Management
Pennsylvania
– -$3.47M -68,792 Closed
MHS
267
M Holdings Securities
Oregon
– -$3.41M -67,576 Closed
WANY
268
Wealthspire Advisors (New York)
New York
– -$2.8M -55,394 Closed
VCM
269
Verde Capital Management
Michigan
– -$61K -42,295 Closed
ACP
270
Aveo Capital Partners
Colorado
– -$551K -10,905 Closed
SAG
271
Spotlight Asset Group
Illinois
– -$550K -10,888 Closed
EWA
272
EP Wealth Advisors
California
– -$375K -7,417 Closed
CFG
273
CMC Financial Group
Georgia
– -$340K -6,734 Closed
HA
274
HC Advisors
Georgia
– -$340K -6,734 Closed
FMII
275
Farmers & Merchants Investments Inc
Nebraska
– -$285K -5,640 Closed
8 9 10
11
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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.