iShares Core 1-5 Year USD Bond ETF
ISTB
91 hedge funds and large institutions have $230M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 10 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 20
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $201M → $230M (+$28.6M)
5% more funds holding
Funds holding: 87 → 91 (+4)
1.88% more ownership
Funds ownership: 36.06% → 37.94% (+1.9%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17.2M |
| 2 |
Goldman Sachs
New York
|
+$12.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.58M |
| 4 |
PIM
Parasol Investment Management
Westmont,
Illinois
|
+$2.32M |
| 5 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$20.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.74M |
| 3 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$2.51M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.85M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.63M |
ISTB Hedge Fund Activity: Q4 2016 in Review
91 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2016, worth a combined $230M — up 14% from $201M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ISTB positions and 10 closed out — a net gain of 7 holders — while 38 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17.2M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $20.1M sold.
- 91 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2016, up from 87 in Q3 2016.
- Funds reported $230M of iShares Core 1-5 Year USD Bond ETF stock for Q4 2016, up 14% quarter-over-quarter.
- 17 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2016 and 10 closed out, a net change of +7 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2016 was Morgan Stanley, an estimated $17.2M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2016 was FormulaFolio Investments, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2016.