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iShares 1-5 Year Investment Grade Corporate Bond ETF

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 140.76%141.29% (+0.53%)

1% less capital invested

Capital invested by funds: $7.29B → $7.25B (-$45.8M)

2% less funds holding in top 10

Funds holding in top 10: 6261 (-1)

2% less funds holding

Funds holding: 565551 (-14)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

43% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 263

Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.61%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
UR
326
USCA RIA
Texas
$617K
ATC
327
Argent Trust Co
Tennessee
$609K +$53.9K +1,040 +10%
CCM
328
Canal Capital Management
Virginia
$600K +$38K +734 +7%
Bessemer Group
329
Bessemer Group
New Jersey
$599K
MMA
330
Miracle Mile Advisors
California
$592K
LPIC
331
LeJeune Puetz Investment Counsel
Michigan
$588K -$565K -10,900 -49%
CWA
332
Cypress Wealth Advisors
California
$586K -$124K -2,392 -17%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$582K -$32.8K -632 -5%
CHAM
334
Clear Harbor Asset Management
Connecticut
$582K +$20.7K +400 +4%
SFM
335
Signet Financial Management
New Jersey
$575K -$28K -540 -5%
GAM
336
Gemmer Asset Management
California
$566K -$27.8K -536 -5%
BCM
337
Brookstone Capital Management
Illinois
$563K +$219K +4,228 +64%
CS
338
Credit Suisse
Switzerland
$547K +$546K +10,542 New
RT
339
Rockland Trust
Massachusetts
$539K +$109K +2,112 +25%
CAM
340
Caprin Asset Management
Virginia
$535K +$1.66K +32 +0.3%
TL
341
TrueWealth LLC
Georgia
$528K +$8.4K +162 +2%
CB
342
Commerce Bank
Missouri
$528K +$193K +3,730 +58%
PCA
343
Personal Capital Advisors
California
$525K +$525K +10,128 New
RG
344
Rathbones Group
United Kingdom
$522K +$128K +2,466 +32%
EWM
345
Evercore Wealth Management
New York
$518K
MRCM
346
M&R Capital Management
New Jersey
$518K
OPA
347
Old Port Advisors
Maine
$515K +$515K +9,936 New
EAM
348
Evanson Asset Management
California
$514K -$48.5K -936 -9%
EWM
349
Empirical Wealth Management
Washington
$509K -$158K -3,044 -24%
MWM
350
Mascoma Wealth Management
New Hampshire
$504K -$1.55K -30 -0.3%

IGSB Hedge Fund Activity: Q2 2018 in Review

551 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2018, worth a combined $7.25B — down 0.63% from $7.29B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of IGSB and 43 opened new positions — a net loss of 9 holders — while 263 trimmed existing stakes and 149 added.

The largest buyer was Liberty Mutual Group Asset Management, adding an estimated $106M. The largest seller was Banco Santander, cutting an estimated $81.9M.

  • 551 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2018, down from 565 in Q1 2018.
  • Funds reported $7.25B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.63% quarter-over-quarter.
  • 43 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 52 closed out, a net change of -9 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Liberty Mutual Group Asset Management, an estimated $106M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Banco Santander, an estimated $81.9M sold.

Based on aggregated 13F filings for Q2 2018.