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iShares Core 1-5 Year USD Bond ETF
ISTB

14 hedge funds and large institutions have $5.21M invested in iShares Core 1-5 Year USD Bond ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

102% more capital invested

Capital invested by funds: $2.58M → $5.21M (+$2.63M)

56% more funds holding

Funds holding: 9 → 14 (+5)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

0.09% more ownership

Funds ownership: 17.29% → 17.38% (+0.09%)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.18M
2
NIC
Northwest Investment Counselors
Oregon
+$550K
3
FAAS
First Allied Advisory Services
California
+$529K
4
Bank of America
Bank of America
North Carolina
+$446K
5
BIM
BlackRock Investment Management
Delaware
+$135K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$350K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$101K
3
CW
Cobiz Wealth
Colorado
-$15K
4
Wells Fargo
Wells Fargo
California
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$1.19M +$1.18M +23,712 New
VKH
2
Virtu KCG Holdings
New York
$1.11M +$1.11M +22,298 New
Bank of America
3
Bank of America
North Carolina
$726K +$446K +8,944 +160%
Morgan Stanley
4
Morgan Stanley
New York
$551K -$350K -7,016 -39%
NIC
5
Northwest Investment Counselors
Oregon
$551K +$550K +11,020 New
FAAS
6
First Allied Advisory Services
California
$528K +$529K +10,596 New
AIG
7
American International Group
New York
$150K +$12K +240 +9%
BIM
8
BlackRock Investment Management
Delaware
$135K +$135K +2,702 New
Ameriprise
9
Ameriprise
Minnesota
$110K +$109K +2,192 New
U
10
UBS
Switzerland
$65K +$5.59K +112 +9%
DADC
11
D.A. Davidson & Co
Montana
$59K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$28K -$101K -2,026 -78%
MFS
13
MSI Financial Services
Massachusetts
$5K +$4.99K +100 New
PAS
14
Partnervest Advisory Services
California
$2K +$2.5K +50 New
CW
15
Cobiz Wealth
Colorado
– -$15K -296 Closed
Wells Fargo
16
Wells Fargo
California
– -$3K -52 Closed

ISTB Hedge Fund Activity: Q3 2013 in Review

14 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2013, worth a combined $5.21M — up 102% from $2.58M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISTB positions and 2 closed out — a net gain of 6 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.18M. The largest seller was Morgan Stanley, cutting an estimated $350K.

  • 14 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2013, up from 9 in Q2 2013.
  • Funds reported $5.21M of iShares Core 1-5 Year USD Bond ETF stock for Q3 2013, up 102% quarter-over-quarter.
  • 8 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2013 and 2 closed out, a net change of +6 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2013 was Jane Street, an estimated $1.18M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2013 was Morgan Stanley, an estimated $350K sold.

Based on aggregated 13F filings for Q3 2013.