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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
BS
276
Banco Santander
Spain
– -$265K -5,241 Closed
RMDI
277
R.M. Davis Inc
Maine
– -$221K -4,370 Closed
CWS
278
Cypress Wealth Services
California
– -$218K -4,321 Closed
AIC
279
Ameritas Investment Company
Nebraska
– -$108K -2,161 Closed
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
– -$78K -1,536 Closed
GSWM
281
Golden State Wealth Management
California
– -$58K -1,148 Closed
CAN
282
Claraphi Advisory Network
United States
– -$20K -393 Closed
BCA
283
Berman Capital Advisors
Georgia
– -$18K -366 Closed
TCOV
284
Trust Company of Vermont
Vermont
– -$18K -363 Closed
AF
285
Allworth Financial
California
– -$16K -310 Closed
SL
286
Salomon & Ludwin
Virginia
– -$12K -247 Closed
SWA
287
Stratos Wealth Advisors
Ohio
– -$11K -221 Closed
TRCT
288
Tower Research Capital (TRC)
New York
– -$5K -100 Closed
CAL
289
Capital Analysts LLC
Pennsylvania
– -$4K -87 Closed
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.