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iShares Core 1-5 Year USD Bond ETF
ISTB

141 hedge funds and large institutions have $1.02B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

135% more capital invested

Capital invested by funds: $435M → $1.02B (+$587M)

28% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 39

17.34% more ownership

Funds ownership: 38.01% → 55.35% (+17%)

11% more funds holding

Funds holding: 127 → 141 (+14)

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
3.23%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
26
Increased
50
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Windhaven Investment Management
Massachusetts
+$439M
2
Wells Fargo
Wells Fargo
California
+$58.6M
3
ST
Spinnaker Trust
Maine
+$37.5M
4
AEPG
American Economic Planning Group
New Jersey
+$28.1M
5
AI
Atria Investments
North Carolina
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
DWM
Destination Wealth Management
California
-$16.2M
2
Bank of America
Bank of America
North Carolina
-$7.33M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.48M
4
VF
Virtu Financial
New York
-$5.58M
5
DWA
Divergent Wealth Advisors
Utah
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
126
AlphaMark Advisors
Kentucky
$19K – – –
PA
127
Parallel Advisors
California
$18K +$2.92K +59 +19%
FCMT
128
Founders Capital Management (Texas)
Texas
$14K – – –
FANJ
129
Financial Architects (New Jersey)
New Jersey
$13K +$12.9K +260 New
CMBA
130
C.M. Bidwell & Associates
Hawaii
$10K -$20.8K -420 -67%
AIA
131
Armor Investment Advisors
North Carolina
$10K – – –
CCA
132
Clearwater Capital Advisors
Illinois
$10K +$10.2K +207 New
ML
133
McAdam LLC
Pennsylvania
$8K +$7.96K +161 New
VFA
134
Valeo Financial Advisors
Indiana
$7K – – –
TI
135
Truepoint Inc
Ohio
$5.76K -$257K -5,199 -95%
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K -$6.28K -127 -56%
AWM
137
Avior Wealth Management
Nebraska
$5K – – –
BFEC
138
Benjamin F. Edwards & Company
Missouri
$2K – – –
WAM
139
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
MA
140
MCF Advisors
Kentucky
$1K -$50.3K -1,018 -98%
BFC
141
Bedel Financial Consulting
Indiana
$1K +$692 +14 New
VF
142
Virtu Financial
New York
– -$5.58M -111,996 Closed
BCM
143
Bluefin Capital Management
New York
– -$4.57M -91,675 Closed
BCI
144
Brinker Capital Investments
Pennsylvania
– -$1.69M -33,946 Closed
MHS
145
M Holdings Securities
Oregon
– -$510K -10,236 Closed
I
146
INVST
Indiana
– -$304K -6,098 Closed
HCM
147
Horan Capital Management
Maryland
– -$272K -5,478 Closed
PCM
148
Parsons Capital Management
Rhode Island
– -$215K -4,318 Closed
AWE
149
Avidian Wealth Enterprises
Texas
– -$209 -4,186 Closed
LNC
150
Lincoln National Corp
Pennsylvania
– -$205K -4,109 Closed
3 4 5
6
7

ISTB Hedge Fund Activity: Q1 2018 in Review

141 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2018, worth a combined $1.02B — up 135% from $435M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ISTB positions and 11 closed out — a net gain of 15 holders — while 50 added to existing stakes and 39 trimmed.

The largest buyer was Windhaven Investment Management, opening a new position worth an estimated $439M. The largest seller was Destination Wealth Management, cutting an estimated $16.2M.

  • 141 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2018, up from 127 in Q4 2017.
  • Funds reported $1.02B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2018, up 135% quarter-over-quarter.
  • 26 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2018 and 11 closed out, a net change of +15 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2018 was Windhaven Investment Management, an estimated $439M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2018 was Destination Wealth Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2018.