iShares Core 1-5 Year USD Bond ETF
ISTB
261 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 63 reducing their positions, and 29 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 63
38% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 29
12% more capital invested
Capital invested by funds: $2.23B → $2.5B (+$268M)
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
3% more funds holding
Funds holding: 253 → 261 (+8)
0.6% more ownership
Funds ownership: 61.37% → 61.97% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$120M |
| 2 |
BlackRock
New York
|
+$58.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$45.9M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$34.2M |
| 5 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$95.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$46.6M |
| 3 |
Jane Street
New York
|
-$22.8M |
| 4 |
Morgan Stanley
New York
|
-$16.7M |
| 5 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$16.4M |
ISTB Hedge Fund Activity: Q2 2020 in Review
261 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2020, worth a combined $2.5B — up 12% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ISTB positions and 29 closed out — a net gain of 11 holders — while 113 added to existing stakes and 63 trimmed.
The largest buyer was Ameriprise, adding an estimated $120M. The largest seller was Raymond James & Associates, cutting an estimated $95.6M.
- 261 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2020, up from 253 in Q1 2020.
- Funds reported $2.5B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2020, up 12% quarter-over-quarter.
- 40 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2020 and 29 closed out, a net change of +11 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $120M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2020 was Raymond James & Associates, an estimated $95.6M sold.
Based on aggregated 13F filings for Q2 2020.