iShares Core 1-5 Year USD Bond ETF
ISTB
18 hedge funds and large institutions have $14.3M invested in iShares Core 1-5 Year USD Bond ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
175% more capital invested
Capital invested by funds: $5.21M → $14.3M (+$9.11M)
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
29% more funds holding
Funds holding: 14 → 18 (+4)
12.73% more ownership
Funds ownership: 17.38% → 30.11% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.91M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.71M |
| 3 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
|
+$2.19M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.39M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.19M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.11M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$528K |
| 4 |
Morgan Stanley
New York
|
-$74.1K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$63.2K |
ISTB Hedge Fund Activity: Q4 2013 in Review
18 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2013, worth a combined $14.3M — up 175% from $5.21M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISTB positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.91M. The largest seller was Jane Street, exiting entirely with an estimated $1.19M sold.
- 18 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2013, up from 14 in Q3 2013.
- Funds reported $14.3M of iShares Core 1-5 Year USD Bond ETF stock for Q4 2013, up 175% quarter-over-quarter.
- 7 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2013 and 3 closed out, a net change of +4 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2013 was Royal Bank of Canada, an estimated $2.91M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2013 was Jane Street, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2013.