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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
CFD
176
Creative Financial Designs
Indiana
$269K +$267K +5,223 New
BF
177
BOK Financial
Oklahoma
$268K – – –
Betterment LLC
178
Betterment LLC
New York
$264K +$9.25K +181 +4%
MCM
179
Mattern Capital Management
Colorado
$262K +$260K +5,084 New
PAS
180
Park Avenue Securities
New York
$257K -$7.46K -146 -3%
MWM
181
Mission Wealth Management
California
$250K -$39K -764 -14%
ATWA
182
Arbor Trust Wealth Advisors
Michigan
$248K – – –
TCM
183
Traynor Capital Management
Pennsylvania
$246K +$9.25K +181 +4%
IA
184
IFP Advisors
Florida
$244K +$28.7K +562 +14%
SAM
185
Summit Asset Management
Tennessee
$241K -$7.66K -150 -3%
KWMG
186
King Wealth Management Group
Florida
$241K – – –
LNC
187
Lincoln National Corp
Pennsylvania
$237K +$204 +4 +0.1%
MWM
188
Meridian Wealth Management
Kentucky
$235K +$234K +4,572 New
FAIM
189
Financial Advocates Investment Management
Washington
$231K +$114K +2,224 New
OCM
190
Oakwood Capital Management
California
$231K +$229K +4,479 New
LRPA
191
L. Roy Papp & Associates
Arizona
$229K +$228K +4,455 New
AFP
192
Ausdal Financial Partners
Iowa
$223K +$6.49K +127 +3%
BFM
193
Broadview Financial Management
Wisconsin
$223K +$222K +4,336 New
FA
194
Faithward Advisors
Pennsylvania
$221K +$3.58K +70 +2%
CA
195
Calton & Associates
Florida
$217K +$215K +4,209 New
ECG
196
EPIQ Capital Group
California
$213K +$1.28K +25 +0.6%
MCA
197
Magnolia Capital Advisors
Mississippi
$213K +$211K +4,129 New
AAS
198
Avantax Advisory Services
Texas
$212K +$1.28K +25 +0.6%
SG
199
StoneX Group
New York
$211K +$210K +4,108 New
WIA
200
World Investment Advisors
California
$207K +$206K +4,025 New
6 7
8
9 10

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.