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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
CAN
51
Cetera Advisor Networks
California
$2.99M +$207K +4,249 +8%
WA
52
Wilshire Advisors
California
$2.92M -$317K -6,500 -10%
TCM
53
Twin Capital Management
Pennsylvania
$2.91M -$317K -6,500 -10%
ASN
54
Advisory Services Network
Georgia
$2.89M -$262K -5,372 -8%
Ameriprise
55
Ameriprise
Minnesota
$2.83M +$556K +11,394 +25%
HH
56
Hilltop Holdings
Texas
$2.83M -$216K -4,434 -7%
CFGS
57
Concourse Financial Group Securities
Alabama
$2.79M +$2.76M +56,631 +16,043%
RJT
58
Raymond James Trust
Florida
$2.79M -$42.1K -862 -1%
PAI
59
Pittenger & Anderson Inc
Nebraska
$2.64M +$2.63M +53,829 New
PFT
60
Providence First Trust
Arizona
$2.45M -$38.6K -790 -2%
CWM
61
Campbell Wealth Management
Virginia
$2.44M +$2.42M +49,632 New
ADL
62
Asset Dedication LLC
California
$2.43M -$379K -7,771 -14%
F
63
F3Logic
Minnesota
$2.25M +$2.01M +41,108 +826%
AG
64
Advisor Group
Arizona
$1.97M +$524K +10,728 +36%
GPA
65
Guidance Point Advisors
Massachusetts
$1.86M +$1.85M +37,985 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.84M +$2.25K +46 +0.1%
LPWM
67
Lake Point Wealth Management
Texas
$1.76M +$1.75M +35,875 New
ONST
68
Old North State Trust
North Carolina
$1.53M +$1.3M +26,562 +579%
William Blair & Company
69
William Blair & Company
Illinois
$1.52M -$167K -3,427 -10%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.48M +$152K +3,114 +12%
WWM
71
Western Wealth Management
Colorado
$1.38M +$1.37M +28,165 New
HCM
72
Hudson Capital Management
New Jersey
$1.34M -$341K -6,992 -20%
MIAN
73
Mariner Independent Advisor Network
Kansas
$1.31M +$1.3M +26,564 New
NIC
74
Northwest Investment Counselors
Oregon
$1.28M -$60.3K -1,235 -5%
Jane Street
75
Jane Street
New York
$1.28M -$1.35M -27,702 -52%
1 2
3
4 5

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.