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iShares Core 1-5 Year USD Bond ETF
ISTB

87 hedge funds and large institutions have $201M 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, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 76 → 87 (+11)

41% less capital invested

Capital invested by funds: $342M → $201M (-$141M)

96.62% less ownership

Funds ownership: 132.68% → 36.06% (-97%)

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
35
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.83M
2
HighTower Advisors
HighTower Advisors
Illinois
+$4.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.1M
4
NIA
Northstar Investment Advisors
Colorado
+$2.61M
5
Goldman Sachs
Goldman Sachs
New York
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$105M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$105M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$12.7M
4
Jane Street
Jane Street
New York
-$5.31M
5
LPL Financial
LPL Financial
California
-$4.67M

ISTB Hedge Fund Activity: Q3 2016 in Review

87 of the 3,759 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 $201M — down 41% from $342M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ISTB positions and 4 closed out — a net gain of 11 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.83M. The largest seller was United Capital Financial Advisors, cutting an estimated $105M.

  • 87 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2016, up from 76 in Q2 2016.
  • Funds reported $201M 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 4 closed out, a net change of +11 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.