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iShares Core 1-5 Year USD Bond ETF
ISTB

37 hedge funds and large institutions have $168M invested in iShares Core 1-5 Year USD Bond ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

122% more capital invested

Capital invested by funds: $75.8M → $168M (+$92.6M)

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

52.11% more ownership

Funds ownership: 79.69% → 131.8% (+52%)

28% more funds holding

Funds holding: 29 → 37 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$44.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.8M
3
RJA
Raymond James & Associates
Florida
+$3.15M
4
RCAG
Rehmann Capital Advisory Group
Michigan
+$1.42M
5
Bank of America
Bank of America
North Carolina
+$1.1M

Top Sellers

1
HB
Homrich & Berg
Georgia
-$4.13M
2
JG
Jefferies Group
New York
-$2.55M
3
LPL Financial
LPL Financial
California
-$401K
4
CS
Credit Suisse
Switzerland
-$290K
5
VIA
Vantage Investment Advisors
Pennsylvania
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$59.3M +$44.3M +883,810 +294%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58.7M +$43.8M +874,164 +294%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$11.3M +$482K +9,606 +4%
Bank of America
4
Bank of America
North Carolina
$6.81M +$1.1M +21,960 +19%
Morgan Stanley
5
Morgan Stanley
New York
$4.34M +$551K +10,980 +15%
HB
6
Homrich & Berg
Georgia
$3.85M -$4.13M -82,290 -52%
RJA
7
Raymond James & Associates
Florida
$3.15M +$3.15M +62,880 New
NRECA
8
National Rural Electric Cooperative Association
Virginia
$2.97M – – –
NIC
9
Northwest Investment Counselors
Oregon
$2.86M -$201K -4,010 -7%
SIAM
10
Sterling Investment Advisors (Missouri)
Missouri
$2.81M +$2.81M +56,064 New
PFM
11
Phillips Financial Management
Indiana
$2.28M +$185K +3,688 +9%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$1.41M +$1.42M +28,226 New
JG
13
Jefferies Group
New York
$1.41M -$2.55M -50,752 -64%
BFA
14
Beaumont Financial Advisors
Massachusetts
$803K -$1.91K -38 -0.2%
CW
15
Cobiz Wealth
Colorado
$775K +$30.5K +608 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$772K -$173K -3,458 -18%
MIAN
17
Mariner Independent Advisor Network
Kansas
$427K +$428K +8,530 New
Franklin Resources
18
Franklin Resources
California
$401K +$401K +8,000 New
SPC
19
Sigma Planning Corp
Michigan
$396K +$396K +7,896 New
TCM
20
Towercrest Capital Management
Pennsylvania
$367K +$367K +7,324 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$349K +$52.4K +1,044 +18%
LPL Financial
22
LPL Financial
California
$344K -$401K -7,998 -54%
NPF
23
Norris Perne & French
Michigan
$336K -$108K -2,150 -24%
VC
24
Vicus Capital
Pennsylvania
$336K +$40.1K +800 +14%
BCI
25
Brinker Capital Investments
Pennsylvania
$327K +$270K +5,388 +474%
1
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ISTB Hedge Fund Activity: Q4 2014 in Review

37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2014, worth a combined $168M — up 122% from $75.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISTB positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $44.3M. The largest seller was Homrich & Berg, cutting an estimated $4.13M.

  • 37 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2014, up from 29 in Q3 2014.
  • Funds reported $168M of iShares Core 1-5 Year USD Bond ETF stock for Q4 2014, up 122% quarter-over-quarter.
  • 13 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2014 and 4 closed out, a net change of +9 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $44.3M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2014 was Homrich & Berg, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2014.