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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
SA
301
SL Advisors
New Jersey
$1M – – –
BTIS
302
BB&T Investment Services
North Carolina
$997K +$276K +5,236 +38%
HIS
303
Horizon Investment Services
Indiana
$993K -$17.4K -330 -2%
FFBTD
304
First Financial Bank - Trust Division
Ohio
$991K +$151K +2,862 +18%
VF
305
Virtu Financial
New York
$980K +$980K +18,604 New
WP
306
WealthSource Partners
California
$973K +$258K +4,900 +36%
BHB
307
Bank Hapoalim BM
Israel
$971K – – –
APP
308
Avantax Planning Partners
Iowa
$919K +$3.58K +68 +0.4%
RJT
309
Raymond James Trust
Florida
$912K +$96.2K +1,826 +12%
SFM
310
Signet Financial Management
New Jersey
$899K -$24.7K -468 -3%
CC
311
Cognios Capital
Kansas
$886K -$62.5K -1,186 -7%
GT
312
Glenview Trust
Kentucky
$880K -$12.5K -238 -1%
SI
313
Shaker Investments
Ohio
$875K -$25.3K -480 -3%
EWM
314
Empirical Wealth Management
Washington
$872K -$217K -4,122 -20%
BWA
315
BlueSky Wealth Advisors
North Carolina
$848K +$1.48K +28 +0.2%
BAM
316
Brave Asset Management
New Jersey
$843K – – –
NFP
317
Narus Financial Partners
Utah
$838K – – –
UR
318
USCA RIA
Texas
$838K – – –
SS
319
Simplicity Solutions
Minnesota
$827K -$26.9K -510 -3%
RFS
320
Rockefeller Financial Services
New York
$823K – – –
MLM
321
Mount Lucas Management
Pennsylvania
$817K +$692K +13,138 +555%
BCM
322
Brookstone Capital Management
Illinois
$810K -$227K -4,302 -22%
ZIM
323
Zacks Investment Management
Illinois
$775K -$4.85K -92 -0.6%
FG
324
Fiduciary Group
Georgia
$763K +$261K +4,958 +52%
IH
325
IFC Holdings
Florida
$762K +$18.7K +354 +3%
11 12
13
14 15

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.