iShares Core 1-5 Year USD Bond ETF
ISTB
44 hedge funds and large institutions have $222M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $185M → $222M (+$36.4M)
7% more funds holding
Funds holding: 41 → 44 (+3)
5.65% more ownership
Funds ownership: 118.88% → 124.53% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$10.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.1M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$6.85M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.66M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$1.57M |
| 2 |
Morgan Stanley
New York
|
-$1.2M |
| 3 |
TCM
Towercrest Capital Management
Newtown,
Pennsylvania
|
-$386K |
| 4 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
-$228K |
| 5 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$107K |
ISTB Hedge Fund Activity: Q2 2015 in Review
44 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2015, worth a combined $222M — up 20% from $185M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ISTB positions and 3 closed out — a net gain of 3 holders — while 24 added to existing stakes and 7 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $10.3M. The largest seller was Homrich & Berg, cutting an estimated $1.57M.
- 44 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2015, up from 41 in Q1 2015.
- Funds reported $222M of iShares Core 1-5 Year USD Bond ETF stock for Q2 2015, up 20% quarter-over-quarter.
- 6 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2015 and 3 closed out, a net change of +3 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2015 was United Capital Financial Advisors, an estimated $10.3M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2015 was Homrich & Berg, an estimated $1.57M sold.
Based on aggregated 13F filings for Q2 2015.