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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

534 hedge funds and large institutions have $7.93B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 197 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2% more funds holding

Funds holding: 524 → 534 (+10)

1.76% more ownership

Funds ownership: 136.99% → 138.75% (+1.8%)

1% more funds holding in top 10

Funds holding in top 10: 68 → 69 (+1)

4% more capital invested

Capital invested by funds: $7.65B → $7.93B (+$276M)

1% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 197

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
13.31%
Holding in Top 10
69
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.47%
% of All Funds
1.72%
New
48
Increased
196
Reduced
197
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$258M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$63.6M
3
OCM
One Capital Management
California
+$27.3M
4
MMI
Matson Money Inc
Ohio
+$25M
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$24.6M

Top Sellers

1
T
Thomaspartners
Massachusetts
-$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
3
CAM
Caprin Asset Management
Virginia
-$24.6M
4
BCI
Brinker Capital Investments
Pennsylvania
-$24.5M
5
FT
Fiduciary Trust
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
251
Aviance Capital Partners
Florida
$1.65M -$99.7K -1,892 -6%
CIA
252
Capital Investment Advisors
Georgia
$1.63M -$30.7K -582 -2%
WIC
253
Woodmont Investment Counsel
Tennessee
$1.62M -$66.2K -1,256 -4%
PI
254
Parkside Investments
Illinois
$1.61M -$274K -5,200 -15%
PWMAG
255
Pinnacle Wealth Management Advisory Group
New Jersey
$1.6M – – –
CS
256
Comerica Securities
Michigan
$1.59M +$62.6K +1,188 +4%
MFW
257
Mosaic Family Wealth
Missouri
$1.58M – – –
FBA
258
Front Barnett Associates
Illinois
$1.57M +$36.9K +700 +2%
MIC
259
Meridian Investment Counsel
California
$1.56M – – –
SP
260
Sarasin & Partners
United Kingdom
$1.55M – – –
CWM
261
Cabot Wealth Management
Massachusetts
$1.52M -$101K -1,914 -6%
BF
262
BOK Financial
Oklahoma
$1.48M +$1.48M +28,086 New
AA
263
Alesco Advisors
New York
$1.48M -$49.6K -942 -3%
PGFC
264
Peapack-Gladstone Financial Corp
New Jersey
$1.46M -$17.2K -326 -1%
CAM
265
Crestone Asset Management
Colorado
$1.34M – – –
CCM
266
Coe Capital Management
Illinois
$1.33M -$74.3K -1,410 -5%
ASN
267
Advisory Services Network
Georgia
$1.32M +$16.3K +310 +1%
William Blair & Company
268
William Blair & Company
Illinois
$1.31M +$131K +2,480 +11%
HW
269
Hancock Whitney
Mississippi
$1.29M -$274K -5,208 -17%
JIC
270
Johnson Investment Counsel
Ohio
$1.29M +$15.5K +294 +1%
BKA
271
Brick & Kyle Associates
Pennsylvania
$1.29M +$31.6K +600 +3%
CIM
272
Confluence Investment Management
Missouri
$1.29M +$574K +10,902 +80%
CSM
273
CAMG Solamere Management
North Carolina
$1.28M – – –
AF
274
Alerus Financial
North Dakota
$1.21M +$3.9K +74 +0.3%
SCA
275
Snowden Capital Advisors
New York
$1.18M -$219K -4,154 -16%
9 10
11
12 13

IGSB Hedge Fund Activity: Q3 2017 in Review

534 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2017, worth a combined $7.93B — up 3.6% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IGSB positions and 32 closed out — a net gain of 16 holders — while 196 added to existing stakes and 197 trimmed.

The largest buyer was BlackRock, adding an estimated $258M. The largest seller was Thomaspartners, cutting an estimated $157M.

  • 534 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2017, up from 524 in Q2 2017.
  • Funds reported $7.93B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 3.6% quarter-over-quarter.
  • 48 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 32 closed out, a net change of +16 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $258M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Thomaspartners, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2017.