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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
AWM
276
Avior Wealth Management
Nebraska
$1.05M -$12.1K -234 -1%
PP
277
Prudential plc
United Kingdom
$1.04M +$1.04M +20,000 New
BWA
278
BlueSky Wealth Advisors
North Carolina
$1M -$38.5K -742 -4%
CWM
279
Calamos Wealth Management
Illinois
$990K +$494K +9,519 +99%
SI
280
Shaker Investments
Ohio
$932K -$362K -6,988 -28%
FPFS
281
First Personal Financial Services
North Carolina
$925K +$225K +4,340 +32%
BCM
282
Brookstone Capital Management
Illinois
$921K +$359K +6,920 +64%
PHS
283
Pekin Hardy Strauss
Illinois
$911K -$104K -2,000 -10%
BI
284
Bramshill Investments
Florida
$910K +$29.2K +563 +3%
RCAG
285
Rehmann Capital Advisory Group
Michigan
$887K -$41.1K -793 -4%
HI
286
Horizon Investments
North Carolina
$867K +$872K +16,815 New
DAS
287
Dynamic Advisor Solutions
Arizona
$863K -$55K -1,060 -6%
PWMAG
288
Pinnacle Wealth Management Advisory Group
New Jersey
$851K +$851K +16,410 New
FFBTD
289
First Financial Bank - Trust Division
Ohio
$848K -$69.2K -1,335 -8%
GT
290
Glenview Trust
Kentucky
$837K -$1.66K -32 -0.2%
BAM
291
Brave Asset Management
New Jersey
$829K
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$810K
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$807K -$388K -7,481 -32%
Kayne Anderson Rudnick Investment Management
294
Kayne Anderson Rudnick Investment Management
California
$806K -$801K -15,448 -50%
AP
295
Advisors Preferred
Maryland
$804K -$381K -7,340 -32%
EB
296
Eastern Bank
Massachusetts
$786K -$720K -13,876 -48%
JLBC
297
J.L. Bainbridge & Co
Florida
$784K -$26.4K -510 -3%
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$780K +$44.3K +854 +6%
CC
299
Cognios Capital
Kansas
$777K +$24.3K +468 +3%
DIA
300
Dana Investment Advisors
Wisconsin
$769K -$35.3K -680 -4%

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.