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iShares 1-5 Year Investment Grade Corporate Bond ETF

535 hedge funds and large institutions have $7.56B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 142 increasing their positions, 244 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7.25B → $7.56B (+$317M)

3% less funds holding

Funds holding: 551535 (-16)

10% less funds holding in top 10

Funds holding in top 10: 6155 (-6)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

42% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 244

71.42% less ownership

Funds ownership: 141.29%69.87% (-71%)

Holders
535
Holders Change
-16
Holders Change %
-2.9%
% of All Funds
12.23%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
1.26%
New
44
Increased
142
Reduced
244
Closed
55
Calls
$332K
Puts
Net Calls
+$332K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
326
Cypress Wealth Advisors
California
$586K
MMA
327
Miracle Mile Advisors
California
$585K -$5.96K -115 -1%
CHAM
328
Clear Harbor Asset Management
Connecticut
$580K
SFM
329
Signet Financial Management
New Jersey
$574K
CCA
330
Cobblestone Capital Advisors
New York
$557K -$270K -5,210 -33%
CAM
331
Caprin Asset Management
Virginia
$554K +$19.2K +371 +4%
SS
332
Simplicity Solutions
Minnesota
$553K -$257K -4,951 -32%
FFS
333
Founders Financial Securities
Maryland
$531K +$48.2K +930 +10%
TL
334
TrueWealth LLC
Georgia
$528K +$156 +3 +0%
CB
335
Commerce Bank
Missouri
$527K -$363 -7 -0.1%
EWM
336
Evercore Wealth Management
New York
$518K
MRCM
337
M&R Capital Management
New Jersey
$518K
ATC
338
Argent Trust Co
Tennessee
$514K -$95.1K -1,834 -16%
AF
339
Alerus Financial
North Dakota
$508K -$682K -13,160 -57%
RA
340
RFG Advisory
Alabama
$506K -$314K -6,050 -38%
CAGAS
341
Capital Advisory Group Advisory Services
Minnesota
$504K
CCM
342
Canal Capital Management
Virginia
$499K -$101K -1,942 -17%
AGA
343
Accuvest Global Advisors
Utah
$489K
JCM
344
Janney Capital Management
Pennsylvania
$486K -$4.75M -91,629 -91%
CAM
345
Covenant Asset Management
New Jersey
$480K
NAM
346
North American Management
Massachusetts
$480K +$15.6K +300 +3%
Parallax Volatility Advisers
347
Parallax Volatility Advisers
California
$478K +$478K +9,220 +461,000%
BTNA
348
Bremer Trust National Association
Minnesota
$466K
RT
349
Rockland Trust
Massachusetts
$464K -$75.4K -1,454 -14%
AWM
350
AllSquare Wealth Management
New York
$460K

IGSB Hedge Fund Activity: Q3 2018 in Review

535 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2018, worth a combined $7.56B — up 4.4% from $7.25B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of IGSB and 44 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 142 added.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was Goldman Sachs, cutting an estimated $192M.

  • 535 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2018, down from 551 in Q2 2018.
  • Funds reported $7.56B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2018, up 4.4% quarter-over-quarter.
  • 44 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2018 and 55 closed out, a net change of -11 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2018 was BlackRock, an estimated $172M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2018 was Goldman Sachs, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2018.