iShares Core 1-5 Year USD Bond ETF
ISTB
194 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
34% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 59
10% more funds holding
Funds holding: 177 → 194 (+17)
0% more capital invested
Capital invested by funds: $1.46B → $1.46B (+$4.24M)
2.89% less ownership
Funds ownership: 62.73% → 59.84% (-2.9%)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$33.4M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$33.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.1M |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$171M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$28.6M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$8.39M |
| 4 |
DCM
Disciplina Capital Management
Nashville,
Tennessee
|
-$7.7M |
| 5 |
W
Wealthquest
Cincinnati,
Ohio
|
-$6.91M |
ISTB Hedge Fund Activity: Q1 2019 in Review
194 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2019, worth a combined $1.46B — up 0.29% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ISTB positions and 13 closed out — a net gain of 19 holders — while 79 added to existing stakes and 59 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $61M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $171M.
- 194 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2019, up from 177 in Q4 2018.
- Funds reported $1.46B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2019, up 0.29% quarter-over-quarter.
- 32 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2019 and 13 closed out, a net change of +19 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2019 was Raymond James & Associates, an estimated $61M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2019.