iShares Core 1-5 Year USD Bond ETF
ISTB
149 hedge funds and large institutions have $1.23B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 15 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 37
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
20% more capital invested
Capital invested by funds: $1.02B → $1.23B (+$204M)
6% more funds holding
Funds holding: 141 → 149 (+8)
3.23% more ownership
Funds ownership: 55.35% → 58.58% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$464M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$117M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.3M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$16.4M |
| 5 |
Morgan Stanley
New York
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$12.7M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$7.54M |
| 3 |
LPL Financial
San Diego,
California
|
-$6.14M |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$5.28M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.54M |
ISTB Hedge Fund Activity: Q2 2018 in Review
149 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2018, worth a combined $1.23B — up 20% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ISTB positions and 15 closed out — a net gain of 9 holders — while 65 added to existing stakes and 37 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $464M. The largest seller was WBI Investments, exiting entirely with an estimated $12.7M sold.
- 149 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2018, up from 141 in Q1 2018.
- Funds reported $1.23B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2018, up 20% quarter-over-quarter.
- 24 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2018 and 15 closed out, a net change of +9 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $464M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2018 was WBI Investments, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2018.