iShares Core 1-5 Year USD Bond ETF
ISTB
103 hedge funds and large institutions have $317M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 10 closing their positions.
113% more capital inflows, than outflows
Capital inflows: $46.4M | Capital outflows: $21.8M
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
23% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 31
0% more funds holding
Funds holding: 103 → 103 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.37% less ownership
Funds ownership: 30.26% → 27.89% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$12.5M |
| 2 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.47M |
| 3 |
Destination Wealth Management
Walnut Creek,
California
|
+$3.46M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.2M |
| 5 |
Virtu Financial
New York
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.96M |
| 2 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.31M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.8M |
| 4 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
ISTB Hedge Fund Activity: Q3 2017 in Review
103 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2017, worth a combined $317M — up 9.2% from $290M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ISTB positions and 10 closed out — a net gain of 3 holders — while 38 added to existing stakes and 31 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $12.5M. The largest seller was UBS Group, cutting an estimated $4.96M.
- 103 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $317M of iShares Core 1-5 Year USD Bond ETF stock for Q3 2017, up 9.2% quarter-over-quarter.
- 13 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2017 and 10 closed out, a net change of +3 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $12.5M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2017 was UBS Group, an estimated $4.96M sold.
Based on aggregated 13F filings for Q3 2017.