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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
FNBT
276
FineMark National Bank & Trust
Florida
$1.17M +$1.17M +22,280 New
SAS
277
Stelac Advisory Services
New York
$1.17M – – –
LPIC
278
LeJeune Puetz Investment Counsel
Michigan
$1.16M +$79K +1,500 +7%
ICOA
279
Investment Centers of America
North Dakota
$1.15M +$206K +3,904 +22%
CWA
280
Cypress Wealth Advisors
California
$1.14M -$2.21M -41,954 -66%
AC
281
Alexandria Capital
Virginia
$1.14M +$15K +284 +1%
Citadel Advisors
282
Citadel Advisors
Florida
$1.12M +$1.12M +21,302 New
SJIC
283
St. James Investment Company
Texas
$1.1M -$190K -3,600 -15%
WC
284
Whitney & Co
New York
$1.09M – – –
PHS
285
Pekin Hardy Strauss
Illinois
$1.09M -$5.27K -100 -0.5%
GLRA
286
Gerald L. Ray & Associates
Texas
$1.09M -$68.5K -1,300 -6%
JWS
287
Juncture Wealth Strategies
Arizona
$1.08M +$138K +2,628 +15%
Kayne Anderson Rudnick Investment Management
288
Kayne Anderson Rudnick Investment Management
California
$1.08M +$345K +6,548 +47%
CAM
289
Concorde Asset Management
Michigan
$1.08M +$385K +7,310 +55%
FHA
290
First Horizon Advisors
Tennessee
$1.08M +$31.3K +594 +3%
OWP
291
Obermeyer Wealth Partners
Colorado
$1.08M +$25.3K +480 +2%
WIM
292
Westside Investment Management
California
$1.06M +$121K +2,300 +13%
FUBT
293
First United Bank & Trust
Maryland
$1.05M +$24.8K +470 +2%
CB
294
Community Bank
New York
$1.04M -$6.53K -124 -0.6%
SG
295
Swarthmore Group
Pennsylvania
$1.03M -$1.91M -36,170 -65%
MMA
296
Miracle Mile Advisors
California
$1.03M -$204K -3,880 -17%
CCA
297
Catalyst Capital Advisors
New York
$1.02M +$120K +2,268 +13%
SFS
298
Strategic Financial Services
New York
$1.01M +$1.01M +19,182 New
TPWA
299
TRUE Private Wealth Advisors
Oregon
$1.01M +$1.01M +19,100 New
AWM
300
Avior Wealth Management
Nebraska
$1M +$1M +19,058 New
10 11
12
13 14

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.