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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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$719K +$719K +14,298 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$669K +$33.2K +661 +5%
PAG
53
Private Advisor Group
New Jersey
$643K +$103K +2,039 +19%
HB
54
Homrich & Berg
Georgia
$615K -$37.2K -740 -6%
CIR
55
Clear Investment Research
Georgia
$572K +$211K +4,200 +59%
MHS
56
M Holdings Securities
Oregon
$515K
BIA
57
Barry Investment Advisors
Massachusetts
$452K +$453K +9,000 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$448K +$125K +2,482 +39%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$435K -$478K -9,500 -52%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$433K -$63.1K -1,254 -13%
VC
61
Vicus Capital
Pennsylvania
$392K -$1.61K -32 -0.4%
BW
62
Biegel & Waller
Maryland
$379K -$41.3K -821 -10%
OWM
63
Orgel Wealth Management
Wisconsin
$358K +$76.9K +1,530 +27%
US Bancorp
64
US Bancorp
Minnesota
$316K +$46.1K +917 +17%
Citigroup
65
Citigroup
New York
$309K
MI
66
Moneywise Inc
Virginia
$308K -$36.5K -725 -11%
I
67
INVST
Indiana
$307K +$307K +6,098 New
OCM
68
Osterweis Capital Management
California
$270K
AFP
69
Ausdal Financial Partners
Iowa
$240K +$1.31K +26 +0.5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$227K -$328K -6,531 -59%
SWP
71
Stratos Wealth Partners
Ohio
$221K -$87.8K -1,745 -28%
IA
72
IFP Advisors
Florida
$221K
SDWMA
73
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$7.24K +144 +4%
AWE
74
Avidian Wealth Enterprises
Texas
$210K +$211K +4,186 New
PCM
75
Parsons Capital Management
Rhode Island
$207K -$4.07K -81 -2%

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.