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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
EDRH
76
Edmond de Rothschild Holding
Switzerland
$191K
GWM
77
Geneos Wealth Management
Colorado
$152K
OC
78
Oakworth Capital
Alabama
$138K -$37.7K -750 -22%
MA
79
MCF Advisors
Kentucky
$107K -$182K -3,619 -63%
NFG
80
Next Financial Group
Texas
$103K
BAM
81
Barrett Asset Management
New York
$101K
PWM
82
Perigon Wealth Management
California
$70K
IF
83
Ironwood Financial
Arizona
$55K -$136K -2,704 -71%
CWM
84
Cranbrook Wealth Management
Michigan
$53K +$52.6K +1,045 New
KF
85
Krilogy Financial
Missouri
$49K +$11.6K +230 +31%
IWM
86
IHT Wealth Management
Illinois
$39K
BWL
87
Bogart Wealth LLC
Virginia
$31K +$31.5K +626 New
MWM
88
Mascoma Wealth Management
New Hampshire
$30K
SPIA
89
Steward Partners Investment Advisory
New York
$30K
BF
90
BOK Financial
Oklahoma
$30K +$30.2K +600 New
CFG
91
CKW Financial Group
Hawaii
$28K +$16.6K +331 +145%
GRP
92
Global Retirement Partners
California
$27K +$25.9K +514 +2,570%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1K
AIM
94
Arcadia Investment Management
Michigan
$25K
AA
95
AlphaMark Advisors
Kentucky
$19K
PA
96
Parallel Advisors
California
$15K
SQA
97
Simon Quick Advisors
New Jersey
$15K
FCMT
98
Founders Capital Management (Texas)
Texas
$14K
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K
AWM
100
Avior Wealth Management
Nebraska
$5K +$5.03K +100 New

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.