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iShares 1-5 Year Investment Grade Corporate Bond ETF

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 140.76%141.29% (+0.53%)

1% less capital invested

Capital invested by funds: $7.29B → $7.25B (-$45.8M)

2% less funds holding in top 10

Funds holding in top 10: 6261 (-1)

2% less funds holding

Funds holding: 565551 (-14)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

43% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 263

Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.61%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
226
Ifrah Financial Services
Arkansas
$1.8M +$33.8K +652 +2%
RMDI
227
R.M. Davis Inc
Maine
$1.78M +$182K +3,518 +11%
AP
228
Atwood & Palmer
Missouri
$1.76M -$38.4K -740 -2%
FBA
229
Front Barnett Associates
Illinois
$1.71M +$99K +1,910 +6%
WI
230
WrapManager Inc
California
$1.67M -$236K -4,552 -12%
BA
231
BKS Advisors
Michigan
$1.66M -$4.46K -86 -0.3%
SFFS
232
Stonehage Fleming Financial Services
Jersey
$1.65M
AIM
233
Aspen Investment Management
Michigan
$1.63M
FC
234
Forte Capital
New York
$1.63M -$49K -946 -3%
Kayne Anderson Rudnick Investment Management
235
Kayne Anderson Rudnick Investment Management
California
$1.61M +$127K +2,454 +9%
SP
236
Sarasin & Partners
United Kingdom
$1.59M +$1.59M +30,642 New
OIA
237
Optimum Investment Advisors
Illinois
$1.54M -$315K -6,080 -17%
BF
238
BOK Financial
Oklahoma
$1.54M +$69.6K +1,342 +5%
BA
239
Boston Advisors
Massachusetts
$1.52M -$98.5K -1,900 -6%
AA
240
Alesco Advisors
New York
$1.51M -$64.8K -1,250 -4%
EB
241
Eastern Bank
Massachusetts
$1.5M -$55.8K -1,076 -4%
RJT
242
Raymond James Trust
Florida
$1.47M -$181K -3,484 -11%
MA
243
Mutual Advisors
Nebraska
$1.46M -$2.69K -52 -0.2%
MIC
244
Meridian Investment Counsel
California
$1.46M
Fisher Asset Management
245
Fisher Asset Management
Washington
$1.45M -$190K -3,670 -12%
LFS
246
Lutz Financial Services
Nebraska
$1.44M -$404K -7,796 -22%
JWS
247
Juncture Wealth Strategies
Arizona
$1.43M +$18.5K +356 +1%
William Blair & Company
248
William Blair & Company
Illinois
$1.36M +$116K +2,246 +9%
AP
249
Agilis Partners
Massachusetts
$1.34M -$69.6K -1,342 -5%
JIC
250
Johnson Investment Counsel
Ohio
$1.33M -$93.1K -1,796 -7%

IGSB Hedge Fund Activity: Q2 2018 in Review

551 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2018, worth a combined $7.25B — down 0.63% from $7.29B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of IGSB and 43 opened new positions — a net loss of 9 holders — while 263 trimmed existing stakes and 149 added.

The largest buyer was Liberty Mutual Group Asset Management, adding an estimated $106M. The largest seller was Banco Santander, cutting an estimated $81.9M.

  • 551 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2018, down from 565 in Q1 2018.
  • Funds reported $7.25B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.63% quarter-over-quarter.
  • 43 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 52 closed out, a net change of -9 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Liberty Mutual Group Asset Management, an estimated $106M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Banco Santander, an estimated $81.9M sold.

Based on aggregated 13F filings for Q2 2018.