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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
+$439M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$58.6M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$37.5M |
| 4 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$28.1M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$16.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.33M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.48M |
| 4 |
VF
Virtu Financial
New York
|
-$5.58M |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$4.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$25K | -498 | Closed |
|
|
RFC
152
Regions Financial Corp
Birmingham,
Alabama
| – | -$15K | -299 | Closed |
|
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.