iShares Core 1-5 Year USD Bond ETF
ISTB
24 hedge funds and large institutions have $25.2M invested in iShares Core 1-5 Year USD Bond ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
76% more capital invested
Capital invested by funds: $14.3M → $25.2M (+$10.9M)
33% more funds holding
Funds holding: 18 → 24 (+6)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
8.56% more ownership
Funds ownership: 30.11% → 38.67% (+8.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.77M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.77M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.51M |
| 5 |
NRECA
National Rural Electric Cooperative Association
Arlington,
Virginia
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.67M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$589K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$89.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$43.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$589K | -11,762 | Closed |
|
ISTB Hedge Fund Activity: Q1 2014 in Review
24 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2014, worth a combined $25.2M — up 76% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISTB positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $4M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $2.7M sold.
- 24 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2014, up from 18 in Q4 2013.
- Funds reported $25.2M of iShares Core 1-5 Year USD Bond ETF stock for Q1 2014, up 76% quarter-over-quarter.
- 8 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2014 and 2 closed out, a net change of +6 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2014 was Jane Street, an estimated $4M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2014 was CAPTRUST Financial Advisors, an estimated $2.7M sold.
Based on aggregated 13F filings for Q1 2014.