iShares Core 1-5 Year USD Bond ETF
ISTB
203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.
159% more capital inflows, than outflows
Capital inflows: $253M | Capital outflows: $97.7M
90% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 49
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
5% more funds holding
Funds holding: 194 → 203 (+9)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
0.31% less ownership
Funds ownership: 59.84% → 59.53% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$56.2M |
| 2 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$17.5M |
| 3 |
Evergreen Advisors
Chattanooga,
Tennessee
|
+$17.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Economic Planning Group
Warren,
New Jersey
|
-$34.3M |
| 2 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$17.5M |
| 3 |
Citizens Business Bank
Ontario,
California
|
-$8.36M |
| 4 |
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$4.17M |
| 5 |
Disciplina Capital Management
Nashville,
Tennessee
|
-$3.81M |
ISTB Hedge Fund Activity: Q2 2019 in Review
203 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2019, worth a combined $1.64B — up 12% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ISTB positions and 17 closed out — a net gain of 12 holders — while 93 added to existing stakes and 49 trimmed.
The largest buyer was Ameriprise, adding an estimated $56.2M. The largest seller was American Economic Planning Group, cutting an estimated $34.3M.
- 203 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2019, up from 194 in Q1 2019.
- Funds reported $1.64B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2019, up 12% quarter-over-quarter.
- 29 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2019 and 17 closed out, a net change of +12 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2019 was Ameriprise, an estimated $56.2M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2019 was American Economic Planning Group, an estimated $34.3M sold.
Based on aggregated 13F filings for Q2 2019.