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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$44.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.8M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.15M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$1.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$4.13M |
| 2 |
JG
Jefferies Group
New York
|
-$2.55M |
| 3 |
LPL Financial
San Diego,
California
|
-$401K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$290K |
| 5 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
-$290K |
ISTB Hedge Fund Activity: Q4 2014 in Review
37 of the 3,765 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.