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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
GRP
151
Global Retirement Partners
California
$60K -$5.08K -104 -8%
FHA
152
Flagship Harbor Advisors
Massachusetts
$46K – – –
CA
153
Claro Advisors
Massachusetts
$44K +$44K +901 New
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$43K +$37.7K +773 +814%
CFG
155
CKW Financial Group
Hawaii
$40K +$12.4K +255 +46%
BWL
156
Bogart Wealth LLC
Virginia
$30K – – –
PA
157
Parallel Advisors
California
$30K +$4.1K +84 +16%
GTAM
158
Global Trust Asset Management
Florida
$29K – – –
QCIG
159
Quad-Cities Investment Group
Iowa
$28K – – –
LFG
160
Larson Financial Group
Missouri
$25K +$24.7K +506 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$24K -$39.5K -810 -62%
AIC
162
Archer Investment Corporation
Indiana
$22K +$22.2K +454 New
FCMT
163
Founders Capital Management (Texas)
Texas
$19K – – –
SFA
164
Stewardship Financial Advisors
Georgia
$19K +$146 +3 +0.8%
TCOV
165
Trust Company of Vermont
Vermont
$18K +$17.7K +363 New
BWA
166
BDO Wealth Advisors
Florida
$16K -$30.5K -624 -66%
IF
167
Ironwood Financial
Arizona
$15K -$2.15K -44 -13%
W
168
WealthOne
New York
$13K +$13.4K +275 New
OIA
169
OneDigital Investment Advisors
Kansas
$10K -$48.8K -1,000 -83%
VFA
170
Valeo Financial Advisors
Indiana
$7K – – –
AWM
171
Avior Wealth Management
Nebraska
$5K +$49 +1 +1%
BWM
172
BerganKDV Wealth Management
Minnesota
$4K +$2.64K +54 +186%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$3K -$10.9K -223 -81%
GWMIA
174
Global Wealth Management Investment Advisory
Florida
$2K +$1.66K +34 New
NS
175
NewDay Solutions
New Hampshire
$2K +$1.9K +39 New
4 5 6
7
8

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.