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iShares Core 1-5 Year USD Bond ETF
ISTB

127 hedge funds and large institutions have $435M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $317M → $435M (+$118M)

23% more funds holding

Funds holding: 103 → 127 (+24)

10.13% more ownership

Funds ownership: 27.89% → 38.01% (+10%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
58
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$21M
2
LPL Financial
LPL Financial
California
+$14.9M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$9.91M
4
BAAM
Baker Avenue Asset Management
California
+$6.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.32M
2
LNC
Lincoln National Corp
Pennsylvania
-$3.98M
3
CFP
Cornerstone Financial Partners
North Carolina
-$2.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.89M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
I
76
INVST
Indiana
$304K – – –
BF
77
BOK Financial
Oklahoma
$304K +$275K +5,500 +917%
NB
78
Northwest Bancshares
Pennsylvania
$285K +$286K +5,721 New
NEGWA
79
New England Guild Wealth Advisors
Connecticut
$284K +$285K +5,700 New
WCM
80
Whitener Capital Management
North Carolina
$281K +$282K +5,650 New
TI
81
Truepoint Inc
Ohio
$273K +$274K +5,483 New
HCM
82
Horan Capital Management
Maryland
$272K +$274K +5,478 New
OCM
83
Osterweis Capital Management
California
$268K – – –
SDWMA
84
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K +$44.6K +893 +21%
BFM
85
Broadview Financial Management
Wisconsin
$246K +$247K +4,942 New
AFP
86
Ausdal Financial Partners
Iowa
$239K +$1.55K +31 +0.6%
IA
87
IFP Advisors
Florida
$219K – – –
PCM
88
Parsons Capital Management
Rhode Island
$215K +$10.4K +208 +5%
SWP
89
Stratos Wealth Partners
Ohio
$211K -$7.95K -159 -4%
CWM
90
Cahaba Wealth Management
Georgia
$210K +$211K +4,220 New
LNC
91
Lincoln National Corp
Pennsylvania
$205K -$3.98M -79,538 -95%
GWM
92
Geneos Wealth Management
Colorado
$151K – – –
FAAS
93
First Allied Advisory Services
California
$123K +$124K +2,483 New
APA
94
American Portfolios Advisors
New York
$105K +$105K +2,110 New
BAM
95
Barrett Asset Management
New York
$100K – – –
OC
96
Oakworth Capital
Alabama
$99K -$37.5K -750 -27%
CAC
97
Certified Advisory Corp
Florida
$77K +$78.2K +1,564 New
IF
98
Ironwood Financial
Arizona
$73K +$18.8K +376 +34%
PWM
99
Perigon Wealth Management
California
$70K – – –
MA
100
MCF Advisors
Kentucky
$52K -$54.9K -1,099 -51%
2 3
4
5 6

ISTB Hedge Fund Activity: Q4 2017 in Review

127 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2017, worth a combined $435M — up 37% from $317M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ISTB positions and 7 closed out — a net gain of 24 holders — while 58 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $21M. The largest seller was Royal Bank of Canada, cutting an estimated $4.32M.

  • 127 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2017, up from 103 in Q3 2017.
  • Funds reported $435M of iShares Core 1-5 Year USD Bond ETF stock for Q4 2017, up 37% quarter-over-quarter.
  • 31 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2017 and 7 closed out, a net change of +24 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2017 was Bank of America, an estimated $21M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2017.