iShares Core 1-5 Year USD Bond ETF
ISTB
41 hedge funds and large institutions have $186M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
11% more funds holding
Funds holding: 37 → 41 (+4)
10% more capital invested
Capital invested by funds: $168M → $186M (+$17.5M)
12.92% less ownership
Funds ownership: 131.8% → 118.88% (-13%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$9.32M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.68M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.57M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$1.41M |
| 2 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$1.31M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$803K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$427K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$401K |
ISTB Hedge Fund Activity: Q1 2015 in Review
41 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2015, worth a combined $186M — up 10% from $168M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISTB positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $9.32M. The largest seller was Jefferies Group, exiting entirely with an estimated $1.41M sold.
- 41 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2015, up from 37 in Q4 2014.
- Funds reported $186M of iShares Core 1-5 Year USD Bond ETF stock for Q1 2015, up 10% quarter-over-quarter.
- 9 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2015 and 5 closed out, a net change of +4 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2015 was Ladenburg Thalmann Financial Services, an estimated $9.32M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2015 was Jefferies Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2015.