iShares Core 1-5 Year USD Bond ETF
ISTB
29 hedge funds and large institutions have $75.8M invested in iShares Core 1-5 Year USD Bond ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
143% more capital invested
Capital invested by funds: $31.2M → $75.8M (+$44.6M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
35.4% more ownership
Funds ownership: 44.29% → 79.69% (+35%)
12% more funds holding
Funds holding: 26 → 29 (+3)
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
|
+$8.11M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.01M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$7.99M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$7.82M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$947K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$596K |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$251K |
| 5 |
NIC
Northwest Investment Counselors
Lake Oswego,
Oregon
|
-$201K |
ISTB Hedge Fund Activity: Q3 2014 in Review
29 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2014, worth a combined $75.8M — up 143% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISTB positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $8.11M. The largest seller was Jane Street, exiting entirely with an estimated $1.04M sold.
- 29 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2014, up from 26 in Q2 2014.
- Funds reported $75.8M of iShares Core 1-5 Year USD Bond ETF stock for Q3 2014, up 143% quarter-over-quarter.
- 7 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2014 and 4 closed out, a net change of +3 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2014 was United Capital Financial Advisors, an estimated $8.11M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2014 was Jane Street, an estimated $1.04M sold.
Based on aggregated 13F filings for Q3 2014.