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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
VF
276
Virtu Financial
New York
$1.05M +$1.05M +20,180 New
WIA
277
Wealthstreet Investment Advisors
Texas
$1.04M -$15.6K -300 -1%
PHS
278
Pekin Hardy Strauss
Illinois
$1.01M -$36.3K -700 -3%
ST
279
Smithfield Trust
Pennsylvania
$1.01M -$10.2K -196 -1%
PSUF
280
People's United Financial
Connecticut
$990K +$179K +3,444 +22%
SA
281
SL Advisors
New Jersey
$986K
CWM
282
CMH Wealth Management
New Hampshire
$983K
PWS
283
Paragon Wealth Strategies
Florida
$981K +$980K +18,914 New
MCP
284
Martin Capital Partners
Oregon
$950K -$139K -2,682 -7%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$928K -$1.22M -23,542 -57%
DAS
286
Dynamic Advisor Solutions
Arizona
$918K +$228K +4,394 +33%
FFBTD
287
First Financial Bank - Trust Division
Ohio
$917K -$50K -964 -5%
PFPT
288
Pinnacle Financial Partners (Tennessee)
Tennessee
$914K +$458K +8,832 +100%
BI
289
Bramshill Investments
Florida
$882K +$692K +13,342 +365%
HIS
290
Horizon Investment Services
Indiana
$864K -$9.85K -190 -1%
GT
291
Glenview Trust
Kentucky
$839K
BAM
292
Brave Asset Management
New Jersey
$830K
CCA
293
Cobblestone Capital Advisors
New York
$828K -$192K -3,710 -19%
RA
294
RFG Advisory
Alabama
$820K +$412K +7,942 +101%
CSM
295
CAMG Solamere Management
North Carolina
$817K -$412K -7,940 -33%
SS
296
Simplicity Solutions
Minnesota
$811K -$5.81K -112 -0.7%
JLBC
297
J.L. Bainbridge & Co
Florida
$811K +$811K +15,642 New
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$810K
IP
299
Investment Partners
Ohio
$810K +$96.1K +1,854 +13%
FHA
300
First Horizon Advisors
Tennessee
$809K -$120K -2,314 -13%

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.