iShares Core 1-5 Year USD Bond ETF
ISTB
66 hedge funds and large institutions have $345M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 7 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $313M → $345M (+$31.7M)
3% more funds holding
Funds holding: 64 → 66 (+2)
0.31% more ownership
Funds ownership: 132.92% → 133.23% (+0.31%)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$13.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.49M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
| 5 |
Morgan Stanley
New York
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$12.9M |
| 2 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
-$12.9M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$3.35M |
| 4 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
-$1.21M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$773K |
ISTB Hedge Fund Activity: Q1 2016 in Review
66 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2016, worth a combined $345M — up 10% from $313M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ISTB positions and 7 closed out — a net gain of 3 holders — while 32 added to existing stakes and 14 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $13.8M. The largest seller was Atria Investments, exiting entirely with an estimated $12.9M sold.
- 66 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2016, up from 64 in Q4 2015.
- Funds reported $345M of iShares Core 1-5 Year USD Bond ETF stock for Q1 2016, up 10% quarter-over-quarter.
- 10 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2016 and 7 closed out, a net change of +3 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2016 was United Capital Financial Advisors, an estimated $13.8M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2016 was Atria Investments, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2016.