iShares Core 1-5 Year USD Bond ETF
ISTB
51 hedge funds and large institutions have $247M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
16% more funds holding
Funds holding: 44 → 51 (+7)
11% more capital invested
Capital invested by funds: $222M → $247M (+$25.4M)
7.17% less ownership
Funds ownership: 124.53% → 117.35% (-7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$5.49M |
| 2 |
RW
Rand Wealth
Baltimore,
Maryland
|
+$4.87M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.96M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.72M |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$3.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.2M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.92M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
-$342K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$286K |
ISTB Hedge Fund Activity: Q3 2015 in Review
51 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2015, worth a combined $247M — up 11% from $222M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ISTB positions and 2 closed out — a net gain of 8 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Hollencrest Capital Management, opening a new position worth an estimated $5.49M. The largest seller was Bank of Montreal, cutting an estimated $6.2M.
- 51 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2015, up from 44 in Q2 2015.
- Funds reported $247M of iShares Core 1-5 Year USD Bond ETF stock for Q3 2015, up 11% quarter-over-quarter.
- 10 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2015 and 2 closed out, a net change of +8 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2015 was Hollencrest Capital Management, an estimated $5.49M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2015 was Bank of Montreal, an estimated $6.2M sold.
Based on aggregated 13F filings for Q3 2015.