iShares Core 1-5 Year USD Bond ETF
ISTB
206 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 51
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
1% more funds holding
Funds holding: 203 → 206 (+3)
3.1% less ownership
Funds ownership: 59.53% → 56.43% (-3.1%)
19% less capital inflows, than outflows
Capital inflows: $164M | Capital outflows: $203M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$55M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
+$10.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.21M |
| 4 |
WWM
Windsor Wealth Management
Indianapolis,
Indiana
|
+$7.09M |
| 5 |
Old North State Trust
Greensboro,
North Carolina
|
+$6.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$96.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$26.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.2M |
| 4 |
Divergent Wealth Advisors
South Jordan,
Utah
|
-$9.23M |
| 5 |
Berman Capital Advisors
Atlanta,
Georgia
|
-$5.18M |
ISTB Hedge Fund Activity: Q3 2019 in Review
206 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q3 2019, worth a combined $1.6B — down 2.3% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ISTB positions and 24 closed out — a net gain of 4 holders — while 98 added to existing stakes and 51 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $55M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $96.9M.
- 206 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q3 2019, up from 203 in Q2 2019.
- Funds reported $1.6B of iShares Core 1-5 Year USD Bond ETF stock for Q3 2019, down 2.3% quarter-over-quarter.
- 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q3 2019 and 24 closed out, a net change of +4 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $55M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q3 2019 was Charles Schwab Investment Advisory, an estimated $96.9M sold.
Based on aggregated 13F filings for Q3 2019.