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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$54.5M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$35.9M |
| 3 |
BA
BCM Advisors
Lafayette,
Louisiana
|
+$17M |
| 4 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
+$12.4M |
| 5 |
Morgan Stanley
New York
|
+$8.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
-$38.1M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$25.1M |
| 3 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$22.6M |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$3.72M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$3.04M |
ISTB Hedge Fund Activity: Q4 2018 in Review
177 of the 4,505 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.