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iShares Core 1-5 Year USD Bond ETF
ISTB

103 hedge funds and large institutions have $290M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 21

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

8% more funds holding

Funds holding: 95 → 103 (+8)

1% more capital invested

Capital invested by funds: $288M → $290M (+$2.36M)

5% less ownership

Funds ownership: 35.26% → 30.26% (-5%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
50
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
+$13.9M
2
UBS Group
UBS Group
Switzerland
+$6.16M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.45M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.04M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.48M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$26M
2
HCM
Hollencrest Capital Management
California
-$5.49M
3
Jane Street
Jane Street
New York
-$2.67M
4
Goldman Sachs
Goldman Sachs
New York
-$2.65M
5
Ameriprise
Ameriprise
Minnesota
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
26
Providence First Trust
Arizona
$2.7M +$2.7M +53,789 New
HH
27
Hilltop Holdings
Texas
$2.61M -$268K -5,337 -9%
MIAN
28
Mariner Independent Advisor Network
Kansas
$2.31M +$2.31M +45,974 New
NIC
29
Northwest Investment Counselors
Oregon
$2.09M -$54.3K -1,080 -3%
HS
30
Horan Securities
United States
$2.07M +$147K +2,932 +8%
BCI
31
Brinker Capital Investments
Pennsylvania
$1.84M +$285K +5,677 +18%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$1.77M +$668K +13,304 +61%
CFP
33
Cornerstone Financial Partners
North Carolina
$1.75M +$323K +6,431 +23%
ADL
34
Asset Dedication LLC
California
$1.74M +$174K +3,469 +11%
Ameriprise
35
Ameriprise
Minnesota
$1.61M -$1.85M -36,861 -53%
BTS
36
BB&T Securities
Virginia
$1.49M +$298K +5,930 +25%
Stifel Financial
37
Stifel Financial
Missouri
$1.44M +$664K +13,224 +86%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.29M +$117K +2,334 +10%
PFA
39
Pinnacle Family Advisors
Missouri
$1.24M +$28.4K +566 +2%
ASN
40
Advisory Services Network
Georgia
$1.2M +$14.5K +288 +1%
PIM
41
Provident Investment Management
Michigan
$1.18M -$168K -3,345 -12%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$997K -$244K -4,850 -20%
RW
43
Rand Wealth
Maryland
$988K +$1.1K +22 +0.1%
CAN
44
Cetera Advisor Networks
California
$980K +$6.98K +139 +0.7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$912K -$129K -2,565 -12%
EDRIA
46
Edmonds Duncan Registered Investment Advisors
Kansas
$827K +$56.2K +1,118 +7%
AG
47
Advisor Group
Arizona
$772K +$216K +4,306 +39%
RBC
48
Ronald Blue & Co
Georgia
$746K +$315K +6,277 +73%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$736K +$735K +14,634 New
SFS
50
Sowell Financial Services
Arkansas
$664K +$664K +13,220 New
1
2
3 4 5

ISTB Hedge Fund Activity: Q2 2017 in Review

103 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2017, worth a combined $290M — up 0.82% from $288M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ISTB positions and 8 closed out — a net gain of 9 holders — while 50 added to existing stakes and 21 trimmed.

The largest buyer was Destination Wealth Management, opening a new position worth an estimated $13.9M. The largest seller was Morgan Stanley, cutting an estimated $26M.

  • 103 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2017, up from 95 in Q1 2017.
  • Funds reported $290M of iShares Core 1-5 Year USD Bond ETF stock for Q2 2017, up 0.82% quarter-over-quarter.
  • 17 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2017 and 8 closed out, a net change of +9 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2017 was Destination Wealth Management, an estimated $13.9M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2017 was Morgan Stanley, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2017.