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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
CWA
326
Cypress Wealth Advisors
California
$711K -$612K -11,764 -46%
FG
327
Fiduciary Group
Georgia
$711K
NPP
328
New Potomac Partners
Maryland
$707K -$137K -2,640 -16%
CAM
329
Concorde Asset Management
Michigan
$704K +$150K +2,886 +27%
SCA
330
Snowden Capital Advisors
New York
$701K -$33.9K -652 -5%
DAS
331
Dynamic Advisor Solutions
Arizona
$691K +$274K +5,260 +65%
LFG
332
LifePlan Financial Group
Ohio
$671K +$27.9K +536 +4%
EWM
333
Empirical Wealth Management
Washington
$667K -$270K -5,186 -29%
AA
334
Ancora Advisors
Ohio
$653K -$18.6K -358 -3%
MSAM
335
Moloney Securities Asset Management
Missouri
$621K +$417K +8,024 +203%
UR
336
USCA RIA
Texas
$618K -$30.2K -580 -5%
DP
337
Dearborn Partners
Illinois
$616K +$20.8K +400 +3%
Cetera Investment Advisers
338
Cetera Investment Advisers
Illinois
$615K -$307K -5,908 -33%
NGA
339
Naples Global Advisors
Florida
$605K -$62.4K -1,200 -9%
SFM
340
Signet Financial Management
New Jersey
$603K -$197K -3,796 -25%
AR
341
Advisory Research
Illinois
$601K +$602K +11,580 New
Bessemer Group
342
Bessemer Group
New Jersey
$600K
GAM
343
Gemmer Asset Management
California
$595K +$2.6K +50 +0.4%
MMA
344
Miracle Mile Advisors
California
$592K
HIIFS
345
Harel Insurance Investments & Financial Services
Israel
$571K +$29.4K +566 +5%
EWF
346
Epstein & White Financial
California
$567K +$569K +10,944 New
AWA
347
ARS Wealth Advisors
Florida
$566K +$82.2K +1,580 +17%
EAM
348
Evanson Asset Management
California
$563K +$1.04K +20 +0.2%
CCM
349
Canal Capital Management
Virginia
$563K +$5.83K +112 +1%
CHAM
350
Clear Harbor Asset Management
Connecticut
$562K +$2.91K +56 +0.5%

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.