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iShares Core 1-5 Year USD Bond ETF
ISTB

261 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 63

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $2.23B → $2.5B (+$268M)

10% more funds holding in top 10

Funds holding in top 10: 21 → 23 (+2)

3% more funds holding

Funds holding: 253 → 261 (+8)

0.6% more ownership

Funds ownership: 61.37% → 61.97% (+0.6%)

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
5.35%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.47%
New
40
Increased
113
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$120M
2
BlackRock
BlackRock
New York
+$58.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$45.9M
4
SP
Symmetry Partners
Connecticut
+$34.2M
5
DWA
Divergent Wealth Advisors
Utah
+$27.1M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$95.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$46.6M
3
Jane Street
Jane Street
New York
-$22.8M
4
Morgan Stanley
Morgan Stanley
New York
-$16.7M
5
BSAM
Blue Sky Asset Management
Colorado
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
151
Tocqueville Asset Management
New York
$484K – – –
WFM
152
Wolff Financial Management
Michigan
$472K +$71.1K +1,391 +18%
WP
153
WealthSource Partners
California
$463K -$180K -3,515 -28%
Creative Planning
154
Creative Planning
Kansas
$453K +$449K +8,793 New
CIA
155
Choate Investment Advisors
Massachusetts
$441K – – –
US Bancorp
156
US Bancorp
Minnesota
$439K +$323K +6,327 +287%
SFSG
157
Sound Financial Strategies Group
Mississippi
$428K +$5.06K +99 +1%
APSP
158
Asset Planning Services (Pennsylvania)
Pennsylvania
$412K – – –
Deutsche Bank
159
Deutsche Bank
Germany
$408K -$187K -3,651 -32%
SC
160
Scotia Capital
Ontario, Canada
$406K – – –
WC
161
Whitney & Co
New York
$384K -$90.2K -1,765 -19%
FPCM
162
Financial Partners Capital Management
New York
$382K +$27.1K +530 +8%
SCA
163
Snowden Capital Advisors
New York
$371K – – –
PIM
164
Provident Investment Management
Michigan
$367K – – –
BFA
165
Beacon Financial Advisory
Ohio
$365K +$87.5K +1,712 +32%
TCM
166
Tradewinds Capital Management
Washington
$345K +$343K +6,711 New
VC
167
Vicus Capital
Pennsylvania
$330K -$8.69K -170 -3%
OWM
168
Orgel Wealth Management
Wisconsin
$330K – – –
OCM
169
Osterweis Capital Management
California
$322K – – –
RIM
170
Rockbridge Investment Management
New York
$309K +$307K +6,007 New
BWA
171
BDO Wealth Advisors
Florida
$303K +$204 +4 +0.1%
BFA
172
Beaumont Financial Advisors
Massachusetts
$298K – – –
WA
173
WESPAC Advisors
California
$295K +$292K +5,724 New
CPIA
174
Cornell Pochily Investment Advisors
New York
$287K +$56.5K +1,105 +25%
CRWM
175
Castle Rock Wealth Management
California
$281K – – –
5 6
7
8 9

ISTB Hedge Fund Activity: Q2 2020 in Review

261 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2020, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ISTB positions and 29 closed out — a net gain of 11 holders — while 113 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, adding an estimated $120M. The largest seller was Raymond James & Associates, cutting an estimated $95.6M.

  • 261 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2020, up from 253 in Q1 2020.
  • Funds reported $2.5B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
  • 40 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2020 and 29 closed out, a net change of +11 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $120M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2020 was Raymond James & Associates, an estimated $95.6M sold.

Based on aggregated 13F filings for Q2 2020.