iShares Core 1-5 Year USD Bond ETF
ISTB
26 hedge funds and large institutions have $31.2M invested in iShares Core 1-5 Year USD Bond ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
24% more capital invested
Capital invested by funds: $25.2M → $31.2M (+$5.96M)
8% more funds holding
Funds holding: 24 → 26 (+2)
5.62% more ownership
Funds ownership: 38.67% → 44.29% (+5.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.18M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$945K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$550K |
| 5 |
Morgan Stanley
New York
|
+$476K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.97M |
| 2 |
NRECA
National Rural Electric Cooperative Association
Arlington,
Virginia
|
-$2.2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$409K |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$297K |
| 5 |
LPL Financial
San Diego,
California
|
-$25.5K |
ISTB Hedge Fund Activity: Q2 2014 in Review
26 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2014, worth a combined $31.2M — up 24% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ISTB positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $4.18M. The largest seller was Jane Street, cutting an estimated $2.97M.
- 26 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2014, up from 24 in Q1 2014.
- Funds reported $31.2M of iShares Core 1-5 Year USD Bond ETF stock for Q2 2014, up 24% quarter-over-quarter.
- 3 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2014 and 1 closed out, a net change of +2 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2014 was United Capital Financial Advisors, an estimated $4.18M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2014 was Jane Street, an estimated $2.97M sold.
Based on aggregated 13F filings for Q2 2014.