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iShares 1-5 Year Investment Grade Corporate Bond ETF

535 hedge funds and large institutions have $7.56B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 142 increasing their positions, 244 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7.25B → $7.56B (+$317M)

3% less funds holding

Funds holding: 551535 (-16)

10% less funds holding in top 10

Funds holding in top 10: 6155 (-6)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

42% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 244

71.42% less ownership

Funds ownership: 141.29%69.87% (-71%)

Holders
535
Holders Change
-16
Holders Change %
-2.9%
% of All Funds
12.23%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
1.26%
New
44
Increased
142
Reduced
244
Closed
55
Calls
$332K
Puts
Net Calls
+$332K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Atwood & Palmer
Missouri
$1.72M -$37.1K -716 -2%
BRF
227
B. Riley Financial
California
$1.7M -$681K -13,132 -29%
BA
228
BKS Advisors
Michigan
$1.65M -$2.07K -40 -0.1%
JIC
229
Johnson Investment Counsel
Ohio
$1.65M +$324K +6,254 +24%
SFFS
230
Stonehage Fleming Financial Services
Jersey
$1.65M
VRM
231
Vectors Research Management
New York
$1.63M +$828K +15,971 New
AIM
232
Aspen Investment Management
Michigan
$1.63M
Fisher Asset Management
233
Fisher Asset Management
Washington
$1.62M +$178K +3,439 +12%
WCM
234
Windsor Capital Management
Arizona
$1.62M -$3.5M -67,437 -68%
FBA
235
Front Barnett Associates
Illinois
$1.62M -$94.1K -1,815 -6%
AL
236
Aspiriant LLC
California
$1.61M -$5.01M -96,661 -76%
Jane Street
237
Jane Street
New York
$1.59M -$49.9M -962,178 -97%
SP
238
Sarasin & Partners
United Kingdom
$1.59M
DWM
239
Dakota Wealth Management
Florida
$1.57M -$275K -5,301 -15%
PFPT
240
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.54M +$630K +12,156 +69%
NA
241
NewEdge Advisors
Louisiana
$1.54M -$4.87K -94 -0.3%
AA
242
Alesco Advisors
New York
$1.53M +$27K +520 +2%
FC
243
Forte Capital
New York
$1.53M -$96.8K -1,866 -6%
CFGS
244
Concourse Financial Group Securities
Alabama
$1.51M +$1.51M +29,198 New
BCM
245
BTC Capital Management
Iowa
$1.48M +$1.48M +28,605 New
MIC
246
Meridian Investment Counsel
California
$1.46M
BA
247
Boston Advisors
Massachusetts
$1.46M -$61.1K -1,179 -4%
FUBT
248
First United Bank & Trust
Maryland
$1.44M +$171K +3,305 +14%
RJT
249
Raymond James Trust
Florida
$1.42M -$43.9K -846 -3%
JWS
250
Juncture Wealth Strategies
Arizona
$1.41M -$22.4K -432 -2%

IGSB Hedge Fund Activity: Q3 2018 in Review

535 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2018, worth a combined $7.56B — up 4.4% from $7.25B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of IGSB and 44 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 142 added.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was Goldman Sachs, cutting an estimated $192M.

  • 535 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2018, down from 551 in Q2 2018.
  • Funds reported $7.56B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2018, up 4.4% quarter-over-quarter.
  • 44 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2018 and 55 closed out, a net change of -11 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2018 was BlackRock, an estimated $172M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2018 was Goldman Sachs, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2018.