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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
FHA
301
First Horizon Advisors
Tennessee
$931K -$108K -2,070 -10%
SG Americas Securities
302
SG Americas Securities
New York
$907K -$483K -9,276 -35%
A
303
AdvicePeriod
California
$895K +$319K +6,132 +55%
CC
304
Cognios Capital
Kansas
$878K -$124K -2,386 -12%
HIS
305
Horizon Investment Services
Indiana
$875K -$39.5K -760 -4%
BFA
306
Bragg Financial Advisors
North Carolina
$875K +$462K +8,880 +111%
BWA
307
BlueSky Wealth Advisors
North Carolina
$865K +$29.1K +560 +3%
CB
308
Community Bank
New York
$850K -$156K -3,000 -15%
PWMAG
309
Pinnacle Wealth Management Advisory Group
New Jersey
$841K -$15.6K -300 -2%
GT
310
Glenview Trust
Kentucky
$840K -$53.3K -1,024 -6%
CWM
311
Chesapeake Wealth Management
Virginia
$833K +$835K +16,054 New
BAM
312
Brave Asset Management
New Jersey
$830K
HI
313
Horizon Investments
North Carolina
$823K -$1.07M -20,484 -56%
SS
314
Simplicity Solutions
Minnesota
$817K +$159K +3,064 +24%
PSUF
315
People's United Financial
Connecticut
$812K -$25K -480 -3%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$811K +$813K +15,622 New
NFG
317
Next Financial Group
Texas
$806K +$808K +15,532 New
CWM
318
Cabot Wealth Management
Massachusetts
$796K -$471K -9,044 -37%
DIA
319
Dana Investment Advisors
Wisconsin
$776K +$22.9K +440 +3%
BCM
320
Boltwood Capital Management
California
$746K +$40.6K +780 +6%
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$737K +$43.2K +830 +6%
MFBTD
322
MB Financial Bank - Trust Department
Illinois
$737K +$163K +3,140 +28%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$734K
FPFS
324
First Personal Financial Services
North Carolina
$719K +$312K +6,000 +76%
IP
325
Investment Partners
Ohio
$714K +$288K +5,538 +67%

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.