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iShares Core 1-5 Year USD Bond ETF
ISTB

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

114% more funds holding in top 10

Funds holding in top 10: 7 → 15 (+8)

13% more funds holding

Funds holding: 157 → 177 (+20)

12% more capital invested

Capital invested by funds: $1.3B → $1.46B (+$151M)

3.07% more ownership

Funds ownership: 59.66% → 62.73% (+3.1%)

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.94%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$54.5M
2
LPT
Legacy Private Trust
Wisconsin
+$35.9M
3
BA
BCM Advisors
Louisiana
+$17M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$12.4M
5
Morgan Stanley
Morgan Stanley
New York
+$8.91M

Top Sellers

1
ST
Spinnaker Trust
Maine
-$38.1M
2
CSIA
Charles Schwab Investment Advisory
California
-$25.1M
3
DWA
Divergent Wealth Advisors
Utah
-$22.6M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.72M
5
DWM
Destination Wealth Management
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.73M +$1.22M +25,045 +16%
UCFA
27
United Capital Financial Advisors
Texas
$7.92M +$164K +3,363 +2%
AFG
28
Arkansas Financial Group
Arkansas
$7.82M +$1.33M +27,314 +21%
W
29
Wealthquest
Ohio
$7.56M +$7.52M +154,151 New
HighTower Advisors
30
HighTower Advisors
Illinois
$7.49M +$631K +12,928 +9%
PFM
31
Phillips Financial Management
Indiana
$6.74M +$1.09M +22,261 +19%
GSIS
32
Global Strategic Investment Solutions
Arizona
$6.71M +$6.68M +136,768 New
TAIM
33
TD Ameritrade Investment Management
Nebraska
$6.58M +$2.36M +48,372 +56%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$6.25M +$139K +2,858 +2%
MML Investors Services
35
MML Investors Services
Massachusetts
$6.18M -$2.01M -41,241 -25%
SIAM
36
Sterling Investment Advisors (Missouri)
Missouri
$6M -$311K -6,367 -5%
TPW
37
Tiller Private Wealth
Pennsylvania
$5.27M -$374K -7,667 -7%
NIA
38
Northstar Investment Advisors
Colorado
$5M +$1.36M +27,791 +101%
Stifel Financial
39
Stifel Financial
Missouri
$4.99M +$4.02M +82,435 +432%
AWC
40
Abundance Wealth Counselors
Pennsylvania
$4.97M +$4.94M +101,307 New
Goldman Sachs
41
Goldman Sachs
New York
$4.64M -$2.49K -51 -0.1%
SPIA
42
Steward Partners Investment Advisory
New York
$4.47M +$4.38M +89,647 +6,021%
CWM
43
Cranbrook Wealth Management
Michigan
$4.36M +$503K +10,305 +13%
IWA
44
Independence Wealth Advisors
Virginia
$4.06M -$1.85K -38 -0%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$3.91M +$1.39M +28,529 +56%
AII
46
AGF Investments Inc
Ontario, Canada
$3.79M -$440K -9,011 -10%
BCA
47
Berman Capital Advisors
Georgia
$3.78M +$3.77M +77,186 New
ACM
48
Arlington Capital Management
Illinois
$3.54M +$3.52M +72,184 New
BAAM
49
Baker Avenue Asset Management
California
$3.18M -$1.65M -33,753 -34%
OWM
50
Orgel Wealth Management
Wisconsin
$3.05M +$2.22M +45,571 +273%
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ISTB Hedge Fund Activity: Q4 2018 in Review

177 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2018, worth a combined $1.46B — up 12% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ISTB positions and 18 closed out — a net gain of 21 holders — while 64 added to existing stakes and 59 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $54.5M. The largest seller was Spinnaker Trust, cutting an estimated $38.1M.

  • 177 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2018, up from 157 in Q3 2018.
  • Funds reported $1.46B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2018, up 12% quarter-over-quarter.
  • 39 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2018 and 18 closed out, a net change of +21 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $54.5M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2018 was Spinnaker Trust, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2018.