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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.9M |
| 3 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$9.91M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$6.74M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.32M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.98M |
| 3 |
CFP
Cornerstone Financial Partners
Huntersville,
North Carolina
|
-$2.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.89M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWE
126
Avidian Wealth Enterprises
Houston,
Texas
| $209 | – | – | – |
|
|
PCG
127
Private Capital Group
West Hartford,
Connecticut
| $132 | +$159K | +3,184 | New |
|
|
CFP
128
Cornerstone Financial Partners
Huntersville,
North Carolina
| – | -$2.06M | -40,932 | Closed |
|
|
GFPC
129
Global Financial Private Capital
Sarasota,
Florida
| – | -$961K | -19,122 | Closed |
|
|
BIA
130
Barry Investment Advisors
New Bedford,
Massachusetts
| – | -$452K | -9,000 | Closed |
|
|
EDRH
131
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$191K | -3,804 | Closed |
|
|
NFG
132
Next Financial Group
Houston,
Texas
| – | -$103K | -2,050 | Closed |
|
|
SQA
133
Simon Quick Advisors
Morristown,
New Jersey
| – | -$15K | -300 | Closed |
|
134
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -29 | Closed |
|
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.