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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
PIM
101
Provident Investment Management
Michigan
$435K +$166K +3,400 +62%
PAS
102
Park Avenue Securities
New York
$401K -$11.2K -229 -3%
CIR
103
Clear Investment Research
Georgia
$397K -$71.9K -1,473 -15%
BlackRock
104
BlackRock
New York
$392K +$388K +7,948 +14,996%
APSP
105
Asset Planning Services (Pennsylvania)
Pennsylvania
$392K +$390K +7,986 New
CIBC World Market
106
CIBC World Market
Ontario, Canada
$383K -$31.4K -643 -8%
MSAM
107
Moloney Securities Asset Management
Missouri
$382K -$22K -451 -5%
ACP
108
Aveo Capital Partners
Colorado
$381K – – –
US Bancorp
109
US Bancorp
Minnesota
$371K -$68.5K -1,404 -16%
FAAS
110
First Allied Advisory Services
California
$368K +$6.74K +138 +2%
SF
111
Summit Financial
New Jersey
$366K +$365K +7,470 New
HS
112
Horan Securities
United States
$360K -$1.04M -21,380 -75%
SDWMA
113
Schneider Downs Wealth Management Advisors
Pennsylvania
$360K -$219K -4,497 -38%
VC
114
Vicus Capital
Pennsylvania
$346K -$195 -4 -0.1%
HCM
115
Horan Capital Management
Maryland
$314K -$14.3K -293 -4%
BW
116
Biegel & Waller
Maryland
$278K -$82.6K -1,693 -23%
HIS
117
Harvest Investment Services
Illinois
$277K +$275K +5,628 New
JWM
118
JGP Wealth Management
Oregon
$276K +$274K +5,618 New
SHIM
119
Stone House Investment Management
Pennsylvania
$271K +$270K +5,522 New
PFA
120
Pinnacle Family Advisors
Missouri
$265K -$3.08K -63 -1%
OCM
121
Osterweis Capital Management
California
$263K – – –
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$259K – – –
BF
123
BOK Financial
Oklahoma
$255K – – –
SWP
124
Stratos Wealth Partners
Ohio
$254K +$238K +4,875 +1,664%
LFPWM
125
Leicht Financial Planning & Wealth Management
New Jersey
$250K +$249K +5,099 New
3 4
5
6 7

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.