iShares Core 1-5 Year USD Bond ETF
ISTB
86 hedge funds and large institutions have $200M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
94% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 18
13% more funds holding
Funds holding: 76 → 86 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
41% less capital invested
Capital invested by funds: $342M → $200M (-$142M)
96.78% less ownership
Funds ownership: 132.68% → 35.89% (-97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.83M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$4.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.1M |
| 4 |
NIA
Northstar Investment Advisors
Denver,
Colorado
|
+$2.61M |
| 5 |
Goldman Sachs
New York
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$105M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$105M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$12.7M |
| 4 |
Jane Street
New York
|
-$5.31M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.67M |
ISTB Hedge Fund Activity: Q3 2016 in Review
86 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2016, worth a combined $200M — down 41% from $342M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ISTB positions and 5 closed out — a net gain of 10 holders — while 35 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.83M. The largest seller was United Capital Financial Advisors, cutting an estimated $105M.
- 86 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2016, up from 76 in Q2 2016.
- Funds reported $200M of iShares Core 1-5 Year USD Bond ETF stock for Q3 2016, down 41% quarter-over-quarter.
- 15 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2016 and 5 closed out, a net change of +10 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2016 was Morgan Stanley, an estimated $4.83M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2016 was United Capital Financial Advisors, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2016.