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iShares Core 1-5 Year USD Bond ETF
ISTB

203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 49

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

12% more capital invested

Capital invested by funds: $1.46B → $1.64B (+$180M)

5% more funds holding

Funds holding: 194 → 203 (+9)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

0.31% less ownership

Funds ownership: 59.84% → 59.53% (-0.31%)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
4.41%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
93
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$56.2M
2
CSIA
Charles Schwab Investment Advisory
California
+$17.5M
3
EA
Evergreen Advisors
Tennessee
+$17.3M
4
UBS Group
UBS Group
Switzerland
+$13M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
AEPG
American Economic Planning Group
New Jersey
-$34.3M
2
LPT
Legacy Private Trust
Wisconsin
-$17.5M
3
CBB
Citizens Business Bank
California
-$8.36M
4
AII
AGF Investments Inc
Ontario, Canada
-$4.17M
5
DCM
Disciplina Capital Management
Tennessee
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
176
Flagship Harbor Advisors
Massachusetts
$33K -$9.98K -200 -23%
GTAM
177
Global Trust Asset Management
Florida
$30K – – –
Fidelity Investments
178
Fidelity Investments
Massachusetts
$26K -$1.2K -24 -4%
AIC
179
Archer Investment Corporation
Indiana
$24K +$1.25K +25 +6%
RIA
180
Realta Investment Advisors
Delaware
$24K +$23K +460 +2,300%
IF
181
Ironwood Financial
Arizona
$20K -$1.2K -24 -6%
FCMT
182
Founders Capital Management (Texas)
Texas
$19K – – –
TCOV
183
Trust Company of Vermont
Vermont
$18K – – –
SFA
184
Stewardship Financial Advisors
Georgia
$17K +$100 +2 +0.6%
SFSG
185
Stearns Financial Services Group
North Carolina
$16K +$16.1K +322 New
BWA
186
BDO Wealth Advisors
Florida
$15K – – –
LFG
187
Larson Financial Group
Missouri
$15K +$1.25K +25 +10%
SWP
188
Strategic Wealth Partners
Ohio
$14K +$14K +280 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$12K +$11.6K +232 New
NCM
190
Next Capital Management
New York
$11K -$4.09K -82 -27%
BCI
191
Brinker Capital Investments
Pennsylvania
$9K +$9.13K +183 New
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$8K +$7.74K +155 New
AWM
193
Avior Wealth Management
Nebraska
$5K +$100 +2 +2%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$4K -$15.9K -319 -82%
BWM
195
BerganKDV Wealth Management
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
197
Front Row Advisors
California
$3K – – –
PFGIA
198
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
AAP
199
Arax Advisory Partners
Colorado
$3K +$3.25K +65 New
GWMIA
200
Global Wealth Management Investment Advisory
Florida
$2K – – –
5 6 7
8
9

ISTB Hedge Fund Activity: Q2 2019 in Review

203 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2019, worth a combined $1.64B — up 12% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ISTB positions and 17 closed out — a net gain of 12 holders — while 93 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $56.2M. The largest seller was American Economic Planning Group, cutting an estimated $34.3M.

  • 203 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2019, up from 194 in Q1 2019.
  • Funds reported $1.64B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2019, up 12% quarter-over-quarter.
  • 29 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2019 and 17 closed out, a net change of +12 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2019 was Ameriprise, an estimated $56.2M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2019 was American Economic Planning Group, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2019.