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iShares Core 1-5 Year USD Bond ETF
ISTB

141 hedge funds and large institutions have $1.02B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

135% more capital invested

Capital invested by funds: $435M → $1.02B (+$587M)

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

17.34% more ownership

Funds ownership: 38.01% → 55.35% (+17%)

11% more funds holding

Funds holding: 127 → 141 (+14)

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
26
Increased
50
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Windhaven Investment Management
Massachusetts
+$439M
2
Wells Fargo
Wells Fargo
California
+$58.6M
3
ST
Spinnaker Trust
Maine
+$37.5M
4
AEPG
American Economic Planning Group
New Jersey
+$28.1M
5
AI
Atria Investments
North Carolina
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
-$16.2M
2
Bank of America
Bank of America
North Carolina
-$7.33M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.48M
4
VF
Virtu Financial
New York
-$5.58M
5
DWA
Divergent Wealth Advisors
Utah
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.18M -$1.53M -30,992 -20%
PFM
27
Phillips Financial Management
Indiana
$5.61M +$80.8K +1,634 +1%
CCM
28
Coldstream Capital Management
Washington
$5.28M +$418K +8,464 +9%
TPW
29
Tiller Private Wealth
Pennsylvania
$5.21M +$5.22M +105,625 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.07M -$818K -16,541 -17%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$3.92M +$889K +17,987 +29%
AFG
32
Arkansas Financial Group
Arkansas
$3.6M +$1.15M +23,350 +47%
SIAM
33
Sterling Investment Advisors (Missouri)
Missouri
$3.6M +$320K +6,472 +10%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$3.57M -$4.34M -87,867 -55%
IWA
35
Independence Wealth Advisors
Virginia
$3.46M -$37.7K -762 -1%
ADL
36
Asset Dedication LLC
California
$2.67M +$730K +14,765 +38%
Ameriprise
37
Ameriprise
Minnesota
$2.66M -$230K -4,647 -8%
MIAN
38
Mariner Independent Advisor Network
Kansas
$2.65M +$2.66M +53,736 New
CWM
39
Cranbrook Wealth Management
Michigan
$2.46M +$1.33M +26,896 +117%
PFT
40
Providence First Trust
Arizona
$2.3M – – –
SFS
41
Sowell Financial Services
Arkansas
$2.21M +$52.7K +1,067 +2%
CAN
42
Cetera Advisor Networks
California
$2.14M +$415K +8,391 +24%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.11M +$1.77M +35,901 +525%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.97M -$998K -20,191 -34%
HCM
45
Hudson Capital Management
New Jersey
$1.87M -$87.9K -1,779 -4%
ASN
46
Advisory Services Network
Georgia
$1.86M +$582K +11,778 +45%
HS
47
Horan Securities
United States
$1.83M -$215K -4,349 -10%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.76M -$804K -16,268 -31%
William Blair & Company
49
William Blair & Company
Illinois
$1.73M +$1.73M +34,962 New
JP Morgan Chase
50
JP Morgan Chase
New York
$1.7M +$79K +1,599 +5%
1
2
3 4 5

ISTB Hedge Fund Activity: Q1 2018 in Review

141 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2018, worth a combined $1.02B — up 135% from $435M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ISTB positions and 11 closed out — a net gain of 15 holders — while 50 added to existing stakes and 39 trimmed.

The largest buyer was Windhaven Investment Management, opening a new position worth an estimated $439M. The largest seller was Destination Wealth Management, cutting an estimated $16.2M.

  • 141 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2018, up from 127 in Q4 2017.
  • Funds reported $1.02B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2018, up 135% quarter-over-quarter.
  • 26 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2018 and 11 closed out, a net change of +15 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2018 was Windhaven Investment Management, an estimated $439M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2018 was Destination Wealth Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2018.