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iShares Core 1-5 Year USD Bond ETF
ISTB

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: 103 → 103 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$12.5M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.47M
3
DWM
Destination Wealth Management
California
+$3.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.2M
5
VF
Virtu Financial
New York
+$3.18M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.96M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$2.31M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.8M
4
SPC
Sigma Planning Corp
Michigan
-$1.6M
5
Bank of America
Bank of America
North Carolina
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$4K +$3.77K +75 New
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
MIAN
104
Mariner Independent Advisor Network
Kansas
– -$2.31M -45,974 Closed
Bank of New York Mellon
105
Bank of New York Mellon
New York
– -$997K -19,830 Closed
WP
106
WealthSource Partners
California
– -$280K -5,575 Closed
WI
107
Wintrust Investments
Illinois
– -$230K -4,584 Closed
SF
108
Synovus Financial
Georgia
– -$226K -4,519 Closed
IC
109
Iconiq Capital
California
– -$204K -4,050 Closed
BWA
110
BDO Wealth Advisors
Florida
– -$148K -2,937 Closed
Creative Planning
111
Creative Planning
Kansas
– -$72K -1,442 Closed
OIA
112
OneDigital Investment Advisors
Kansas
– -$50K -1,000 Closed
1 2 3 4
5

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.