iShares Core 1-5 Year USD Bond ETF
ISTB
245 hedge funds and large institutions have $2.24B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 18 closing their positions.
637% more capital inflows, than outflows
Capital inflows: $744M | Capital outflows: $101M
250% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 18
100% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 51
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
19% more funds holding
Funds holding: 206 → 245 (+39)
6.89% more ownership
Funds ownership: 56.43% → 63.32% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$509M |
| 2 |
Spinnaker Trust
Portland,
Maine
|
+$23.9M |
| 3 |
Capital Insight Partners
Scottsdale,
Arizona
|
+$23.2M |
| 4 |
JP Morgan Chase
New York
|
+$15M |
| 5 |
Divergent Wealth Advisors
South Jordan,
Utah
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$31.7M |
| 2 |
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
-$10.2M |
| 3 |
Stadion Money Management
Watkinsville,
Georgia
|
-$8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.43M |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$4.22M |
ISTB Hedge Fund Activity: Q4 2019 in Review
245 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2019, worth a combined $2.24B — up 40% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new ISTB positions and 18 closed out — a net gain of 45 holders — while 102 added to existing stakes and 51 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $509M. The largest seller was Wells Fargo, cutting an estimated $31.7M.
- 245 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2019, up from 206 in Q3 2019.
- Funds reported $2.24B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2019, up 40% quarter-over-quarter.
- 63 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2019 and 18 closed out, a net change of +45 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2019 was Raymond James & Associates, an estimated $509M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2019 was Wells Fargo, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2019.