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iShares Core 1-5 Year USD Bond ETF
ISTB

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

114% more funds holding in top 10

Funds holding in top 10: 7 → 15 (+8)

13% more funds holding

Funds holding: 157 → 177 (+20)

12% more capital invested

Capital invested by funds: $1.3B → $1.46B (+$151M)

3.07% more ownership

Funds ownership: 59.66% → 62.73% (+3.1%)

8% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 59

Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.94%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$54.5M
2
LPT
Legacy Private Trust
Wisconsin
+$35.9M
3
BA
BCM Advisors
Louisiana
+$17M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$12.4M
5
Morgan Stanley
Morgan Stanley
New York
+$8.91M

Top Sellers

1
ST
Spinnaker Trust
Maine
-$38.1M
2
CSIA
Charles Schwab Investment Advisory
California
-$25.1M
3
DWA
Divergent Wealth Advisors
Utah
-$22.6M
4
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.72M
5
DWM
Destination Wealth Management
California
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$421M -$25.1M -515,238 -6%
RJA
2
Raymond James & Associates
Florida
$149M +$2.58M +52,922 +2%
Bank of America
3
Bank of America
North Carolina
$90.3M +$8.26M +169,156 +10%
Wells Fargo
4
Wells Fargo
California
$75.3M +$3.01M +61,595 +4%
Morgan Stanley
5
Morgan Stanley
New York
$75.3M +$8.91M +182,452 +14%
SMM
6
Stadion Money Management
Georgia
$54.7M +$54.5M +1,115,920 New
UBS Group
7
UBS Group
Switzerland
$38.8M +$8.73M +178,775 +29%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$37.2M +$279K +5,707 +0.8%
LPT
9
Legacy Private Trust
Wisconsin
$36.1M +$35.9M +735,514 New
AEPG
10
American Economic Planning Group
New Jersey
$34.8M +$6.01M +123,203 +21%
AI
11
Atria Investments
North Carolina
$28.6M +$658K +13,475 +2%
LF
12
Lee Financial
Texas
$23.6M +$855K +17,517 +4%
BA
13
BCM Advisors
Louisiana
$20.1M +$17M +348,402 +576%
DWA
14
Divergent Wealth Advisors
Utah
$15.3M -$22.6M -463,311 -60%
DWM
15
Destination Wealth Management
California
$13.9M -$3.04M -62,277 -18%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.8M +$5.38M +110,266 +65%
LPL Financial
17
LPL Financial
California
$13.5M -$258K -5,277 -2%
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$12.5M +$12.4M +254,017 +508,034%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$12.2M +$93.7K +1,920 +0.8%
Mariner
20
Mariner
Kansas
$12M +$1.28M +26,234 +12%
CBB
21
Citizens Business Bank
California
$12M -$522K -10,696 -4%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$11.9M +$4.35M +89,029 +58%
BC
23
Brinker Capital
Pennsylvania
$11.6M +$4.08M +83,506 +55%
DCM
24
Disciplina Capital Management
Tennessee
$11.4M +$11.3M +232,222 New
SPC
25
Sigma Planning Corp
Michigan
$9.57M +$3.11M +63,646 +48%
1
2 3 4 5

ISTB Hedge Fund Activity: Q4 2018 in Review

177 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2018, worth a combined $1.46B — up 12% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ISTB positions and 18 closed out — a net gain of 21 holders — while 64 added to existing stakes and 59 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $54.5M. The largest seller was Spinnaker Trust, cutting an estimated $38.1M.

  • 177 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2018, up from 157 in Q3 2018.
  • Funds reported $1.46B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2018, up 12% quarter-over-quarter.
  • 39 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2018 and 18 closed out, a net change of +21 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2018 was Stadion Money Management, an estimated $54.5M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2018 was Spinnaker Trust, an estimated $38.1M sold.

Based on aggregated 13F filings for Q4 2018.