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iShares Core 1-5 Year USD Bond ETF
ISTB

157 hedge funds and large institutions have $1.3B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

6% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$77.6M)

5% more funds holding

Funds holding: 149 → 157 (+8)

1.08% more ownership

Funds ownership: 58.58% → 59.66% (+1.1%)

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
3.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
21
Increased
70
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$15.7M
2
Morgan Stanley
Morgan Stanley
New York
+$13.4M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$9.98M
4
DWA
Divergent Wealth Advisors
Utah
+$9.42M
5
RJA
Raymond James & Associates
Florida
+$7.52M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$17.5M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.65M
3
LPL Financial
LPL Financial
California
-$2.91M
4
SFS
Sowell Financial Services
Arkansas
-$2.14M
5
NIA
Northstar Investment Advisors
Colorado
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$6.44M +$1.86M +37,947 +41%
SIAM
27
Sterling Investment Advisors (Missouri)
Missouri
$6.31M +$278K +5,675 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$6.1M +$105K +2,134 +2%
TPW
29
Tiller Private Wealth
Pennsylvania
$5.63M +$15.7K +321 +0.3%
PFM
30
Phillips Financial Management
Indiana
$5.63M -$17.1K -348 -0.3%
BAAM
31
Baker Avenue Asset Management
California
$4.83M +$295K +6,020 +7%
Goldman Sachs
32
Goldman Sachs
New York
$4.64M +$3.33M +67,868 +254%
NIA
33
Northstar Investment Advisors
Colorado
$4.43M -$1.58M -32,246 -54%
AII
34
AGF Investments Inc
Ontario, Canada
$4.23M +$4.23M +86,327 New
TAIM
35
TD Ameritrade Investment Management
Nebraska
$4.2M +$4.11M +83,809 +4,567%
IWA
36
Independence Wealth Advisors
Virginia
$4.05M +$231K +4,713 +6%
CWM
37
Cranbrook Wealth Management
Michigan
$3.85M +$1.02M +20,905 +36%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$3.77M +$408K +8,326 +12%
TCM
39
Twin Capital Management
Pennsylvania
$3.23M +$3.23M +65,880 New
WA
40
Wilshire Advisors
California
$3.23M +$3.23M +65,880 New
ASN
41
Advisory Services Network
Georgia
$3.15M +$511K +10,428 +19%
HH
42
Hilltop Holdings
Texas
$3.04M +$1.25M +25,515 +70%
BA
43
BCM Advisors
Louisiana
$2.96M +$2.96M +60,467 New
RJT
44
Raymond James Trust
Florida
$2.83M +$871K +17,757 +44%
ADL
45
Asset Dedication LLC
California
$2.81M +$15.4K +314 +0.6%
CAN
46
Cetera Advisor Networks
California
$2.77M +$448K +9,131 +19%
Jane Street
47
Jane Street
New York
$2.63M +$2.64M +53,756 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.51M +$135K +2,751 +6%
PFT
49
Providence First Trust
Arizona
$2.48M +$250K +5,109 +11%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$2.35M +$2.35M +48,028 New
1
2
3 4 5

ISTB Hedge Fund Activity: Q3 2018 in Review

157 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2018, worth a combined $1.3B — up 6.3% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ISTB positions and 13 closed out — a net gain of 8 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $15.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $17.5M.

  • 157 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2018, up from 149 in Q2 2018.
  • Funds reported $1.3B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2018, up 6.3% quarter-over-quarter.
  • 21 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2018 and 13 closed out, a net change of +8 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2018 was Bank of America, an estimated $15.7M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2018 was Charles Schwab Investment Advisory, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2018.