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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
DIA
326
Dana Investment Advisors
Wisconsin
$745K -$15.3K -290 -2%
GCMG
327
Gyroscope Capital Management Group
Florida
$740K +$741K +14,056 New
BCM
328
Boltwood Capital Management
California
$716K -$137K -2,600 -16%
MC
329
Moors & Cabot
Massachusetts
$709K +$709K +13,456 New
NSCM
330
New South Capital Management
Tennessee
$708K – – –
JFGIW
331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$704K -$36.8K -698 -5%
NGA
332
Naples Global Advisors
Florida
$688K -$422 -8 -0.1%
AA
333
Ancora Advisors
Ohio
$681K – – –
SPC
334
Sigma Planning Corp
Michigan
$666K -$29.8K -566 -4%
TB
335
Terril Brothers
Missouri
$656K – – –
Wolverine Trading
336
Wolverine Trading
Illinois
$653K +$653K +12,394 New
LFG
337
LifePlan Financial Group
Ohio
$652K -$24.9K -472 -4%
DP
338
Dearborn Partners
Illinois
$648K -$10.5K -200 -2%
BWM
339
Baystate Wealth Management
Massachusetts
$634K -$11K -208 -2%
HCA
340
Horan Capital Advisors
Ohio
$616K +$105 +2 +0%
Bessemer Group
341
Bessemer Group
New Jersey
$609K – – –
Manulife (Manufacturers Life Insurance)
342
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$596K +$155K +2,940 +35%
Cetera Investment Advisers
343
Cetera Investment Advisers
Illinois
$590K -$76.7K -1,456 -11%
MFBTD
344
MB Financial Bank - Trust Department
Illinois
$588K – – –
EAMA
345
EFG Asset Management (Americas)
Florida
$576K -$8.64K -164 -1%
ST
346
Sentinel Trust
Texas
$575K -$55.9K -1,060 -9%
MWM
347
Mascoma Wealth Management
New Hampshire
$570K – – –
EAM
348
Evanson Asset Management
California
$568K +$1.37K +26 +0.2%
CHAM
349
Clear Harbor Asset Management
Connecticut
$562K +$11.8K +224 +2%
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
$558K +$569K +10,800 New
12 13
14
15 16

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.