iShares Core 1-5 Year USD Bond ETF
ISTB
95 hedge funds and large institutions have $288M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
26% more capital invested
Capital invested by funds: $229M → $288M (+$59.1M)
6% more funds holding
Funds holding: 90 → 95 (+5)
2.59% less ownership
Funds ownership: 37.85% → 35.26% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.81M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.75M |
| 4 |
CBB
Citizens Business Bank
Ontario,
California
|
+$5.58M |
| 5 |
LF
Lee Financial
Dallas,
Texas
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$9.26M |
| 2 |
SFA
Stewardship Financial Advisors
Stockbridge,
Georgia
|
-$4.93M |
| 3 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$4.57M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$4.26M |
| 5 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$2.1M |
ISTB Hedge Fund Activity: Q1 2017 in Review
95 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2017, worth a combined $288M — up 26% from $229M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ISTB positions and 9 closed out — a net gain of 7 holders — while 40 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.2M. The largest seller was Goldman Sachs, cutting an estimated $9.26M.
- 95 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2017, up from 90 in Q4 2016.
- Funds reported $288M of iShares Core 1-5 Year USD Bond ETF stock for Q1 2017, up 26% quarter-over-quarter.
- 16 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2017 and 9 closed out, a net change of +7 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2017 was Morgan Stanley, an estimated $33.2M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2017 was Goldman Sachs, an estimated $9.26M sold.
Based on aggregated 13F filings for Q1 2017.