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iShares 1-5 Year Investment Grade Corporate Bond ETF

566 hedge funds and large institutions have $7.29B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 239 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.48% more ownership

Funds ownership: 132.29%140.77% (+8.5%)

3% less capital invested

Capital invested by funds: $7.54B → $7.29B (-$243M)

3% less funds holding

Funds holding: 583566 (-17)

15% less funds holding in top 10

Funds holding in top 10: 7362 (-11)

19% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 239

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

Holders
566
Holders Change
-17
Holders Change %
-2.92%
% of All Funds
12.97%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.42%
New
45
Increased
194
Reduced
239
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
251
R.M. Davis Inc
Maine
$1.6M +$1.61M +30,914 New
GCA
252
Gradient Capital Advisors
California
$1.6M -$137K -2,636 -8%
AA
253
Alesco Advisors
New York
$1.57M +$63.2K +1,214 +4%
EB
254
Eastern Bank
Massachusetts
$1.56M -$474K -9,110 -23%
RBA
255
Richard Bernstein Advisors
New York
$1.56M +$12K +230 +0.8%
AIM
256
Acropolis Investment Management
Missouri
$1.53M -$170K -3,260 -10%
Kayne Anderson Rudnick Investment Management
257
Kayne Anderson Rudnick Investment Management
California
$1.48M +$38.4K +738 +3%
BF
258
BOK Financial
Oklahoma
$1.47M +$381K +7,314 +35%
MA
259
Mutual Advisors
Nebraska
$1.47M +$13K +250 +0.9%
MIC
260
Meridian Investment Counsel
California
$1.46M
AP
261
Advisors Preferred
Maryland
$1.46M -$641K -12,320 -31%
JIC
262
Johnson Investment Counsel
Ohio
$1.43M -$20.8K -400 -1%
SWA
263
Sutton Wealth Advisors
Florida
$1.42M -$133K -2,552 -9%
JWS
264
Juncture Wealth Strategies
Arizona
$1.42M +$186K +3,578 +15%
CIA
265
Capital Investment Advisors
Georgia
$1.41M -$230K -4,414 -14%
AP
266
Agilis Partners
Massachusetts
$1.41M -$189K -3,636 -12%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$1.37M -$561K -10,790 -29%
WIC
268
Woodmont Investment Counsel
Tennessee
$1.35M -$335K -6,444 -20%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$1.35M -$3.15M -60,482 -70%
ASN
270
Advisory Services Network
Georgia
$1.33M +$12.8K +246 +1%
SI
271
Shaker Investments
Ohio
$1.33M -$63.9K -1,228 -5%
CAM
272
Crestone Asset Management
Colorado
$1.32M
NA
273
NewEdge Advisors
Louisiana
$1.32M +$1.33M +25,556 New
FAAS
274
First Allied Advisory Services
California
$1.32M -$519K -9,984 -28%
SFG
275
StrategIQ Financial Group
Indiana
$1.3M -$144K -2,776 -10%

IGSB Hedge Fund Activity: Q1 2018 in Review

566 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2018, worth a combined $7.29B — down 3.2% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IGSB and 45 opened new positions — a net loss of 12 holders — while 239 trimmed existing stakes and 194 added.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Thomaspartners, cutting an estimated $92.3M.

  • 566 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $7.29B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 3.2% quarter-over-quarter.
  • 45 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 57 closed out, a net change of -12 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Goldman Sachs, an estimated $192M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Thomaspartners, an estimated $92.3M sold.

Based on aggregated 13F filings for Q1 2018.