iShares Core 1-5 Year USD Bond ETF
ISTB
157 hedge funds and large institutions have $1.3B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
40% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 50
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more capital invested
Capital invested by funds: $1.23B → $1.3B (+$77.6M)
5% more funds holding
Funds holding: 149 → 157 (+8)
1.08% more ownership
Funds ownership: 58.58% → 59.66% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.7M |
| 2 |
Morgan Stanley
New York
|
+$13.4M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.98M |
| 4 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$9.42M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$17.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.65M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.91M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.14M |
| 5 |
NIA
Northstar Investment Advisors
Denver,
Colorado
|
-$1.58M |
ISTB Hedge Fund Activity: Q3 2018 in Review
157 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2018, worth a combined $1.3B — up 6.3% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ISTB positions and 13 closed out — a net gain of 8 holders — while 70 added to existing stakes and 50 trimmed.
The largest buyer was Bank of America, adding an estimated $15.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $17.5M.
- 157 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2018, up from 149 in Q2 2018.
- Funds reported $1.3B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2018, up 6.3% quarter-over-quarter.
- 21 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2018 and 13 closed out, a net change of +8 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2018 was Bank of America, an estimated $15.7M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2018 was Charles Schwab Investment Advisory, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2018.