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iShares Core 1-5 Year USD Bond ETF

103 hedge funds and large institutions have $317M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

9% more capital invested

Capital invested by funds: $290M → $317M (+$26.7M)

0% more funds holding

Funds holding: 103103 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.37% less ownership

Funds ownership: 30.26%27.89% (-2.4%)

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
38
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.73M +$1.12M +22,187 +69%
PFT
27
Providence First Trust
Arizona
$2.53M -$176K -3,500 -7%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$2.53M +$762K +15,158 +43%
Goldman Sachs
29
Goldman Sachs
New York
$2.38M -$601K -11,955 -20%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.24M +$1.51M +29,957 +205%
NIC
31
Northwest Investment Counselors
Oregon
$2.09M -$4.78K -95 -0.2%
CFP
32
Cornerstone Financial Partners
North Carolina
$2.06M +$307K +6,107 +18%
HH
33
Hilltop Holdings
Texas
$1.84M -$769K -15,300 -29%
ADL
34
Asset Dedication LLC
California
$1.82M +$82.6K +1,642 +5%
BCI
35
Brinker Capital Investments
Pennsylvania
$1.74M -$108K -2,143 -6%
BTS
36
BB&T Securities
Virginia
$1.73M +$236K +4,683 +16%
HS
37
Horan Securities
United States
$1.57M -$501K -9,966 -24%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.29M +$5.53K +110 +0.4%
PFA
39
Pinnacle Family Advisors
Missouri
$1.23M -$2.62K -52 -0.2%
ASN
40
Advisory Services Network
Georgia
$1.21M +$8.65K +172 +0.7%
RW
41
Rand Wealth
Maryland
$1M +$16.3K +324 +2%
CAN
42
Cetera Advisor Networks
California
$1M +$19.3K +384 +2%
PIM
43
Provident Investment Management
Michigan
$998K -$181K -3,602 -15%
AFG
44
Arkansas Financial Group
Arkansas
$961K +$961K +19,118 New
GFPC
45
Global Financial Private Capital
Florida
$961K +$962K +19,122 New
EDRIA
46
Edmonds Duncan Registered Investment Advisors
Kansas
$901K +$78.3K +1,557 +9%
AG
47
Advisor Group
Arizona
$864K +$91.8K +1,826 +12%
BAAM
48
Baker Avenue Asset Management
California
$835K +$836K +16,620 New
SFS
49
Sowell Financial Services
Arkansas
$754K +$92.8K +1,846 +14%
Stifel Financial
50
Stifel Financial
Missouri
$738K -$697K -13,853 -49%

ISTB Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $317M — up 9.2% from $290M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISTB positions and 10 closed out — a net gain of 3 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $12.5M. The largest seller was UBS Group, cutting an estimated $4.96M.

  • 103 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $317M of iShares Core 1-5 Year USD Bond ETF stock for Q3 2017, up 9.2% quarter-over-quarter.
  • 13 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2017 and 10 closed out, a net change of +3 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $12.5M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2017 was UBS Group, an estimated $4.96M sold.

Based on aggregated 13F filings for Q3 2017.