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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
CT
176
Clearstead Trust
Maine
$2K +$1.95K +40 New
BFC
177
Bedel Financial Consulting
Indiana
$1K – – –
Bank of New York Mellon
178
Bank of New York Mellon
New York
– -$2.35M -48,028 Closed
TI
179
Truepoint Inc
Ohio
– -$2.31M -47,146 Closed
DG
180
Delek Group
Israel
– -$1.29M -26,838 Closed
OMC
181
Old Mission Capital
Illinois
– -$777K -15,849 Closed
EDRIA
182
Edmonds Duncan Registered Investment Advisors
Kansas
– -$424K -8,655 Closed
PCIA
183
Prime Capital Investment Advisors
Kansas
– -$340K -6,945 Closed
MA
184
Mutual Advisors
Nebraska
– -$332K -6,783 Closed
OAM
185
Oak Asset Management
California
– -$296K -6,050 Closed
NEGWA
186
New England Guild Wealth Advisors
Connecticut
– -$279K -5,700 Closed
BAMG
187
Brand Asset Management Group
Missouri
– -$101K -2,062 Closed
ML
188
McAdam LLC
Pennsylvania
– -$86K -1,757 Closed
KF
189
Krilogy Financial
Missouri
– -$56K -1,145 Closed
CFG
190
Citizens Financial Group
Rhode Island
– -$53K -1,081 Closed
AIM
191
Arcadia Investment Management
Michigan
– -$25K -500 Closed
CI
192
CX Institutional
Indiana
– -$9K -192 Closed
WF
193
WealthTrust Fairport
Ohio
– -$6K -127 Closed
CFA
194
Camarda Financial Advisors
Florida
– -$6K -120 Closed
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
– -$5K -108 Closed
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.