iShares Core 1-5 Year USD Bond ETF
ISTB
64 hedge funds and large institutions have $313M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
27% more capital invested
Capital invested by funds: $247M → $313M (+$66.2M)
25% more funds holding
Funds holding: 51 → 64 (+13)
15.57% more ownership
Funds ownership: 117.35% → 132.92% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$13M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$13M |
| 3 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
+$12.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.39M |
| 2 |
RW
Rand Wealth
Baltimore,
Maryland
|
-$3.03M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.53M |
| 4 |
SIAM
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
-$434K |
| 5 |
CW
Cobiz Wealth
Denver,
Colorado
|
-$285K |
ISTB Hedge Fund Activity: Q4 2015 in Review
64 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2015, worth a combined $313M — up 27% from $247M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ISTB positions and 5 closed out — a net gain of 14 holders — while 27 added to existing stakes and 11 trimmed.
The largest buyer was American Economic Planning Group, opening a new position worth an estimated $13M. The largest seller was Jane Street, exiting entirely with an estimated $4.39M sold.
- 64 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2015, up from 51 in Q3 2015.
- Funds reported $313M of iShares Core 1-5 Year USD Bond ETF stock for Q4 2015, up 27% quarter-over-quarter.
- 19 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2015 and 5 closed out, a net change of +14 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2015 was American Economic Planning Group, an estimated $13M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2015 was Jane Street, an estimated $4.39M sold.
Based on aggregated 13F filings for Q4 2015.