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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
CAGAS
351
Capital Advisory Group Advisory Services
Minnesota
$504K
ST
352
Sentinel Trust
Texas
$503K -$54.2K -1,046 -10%
CWM
353
Calamos Wealth Management
Illinois
$497K -$704K -13,574 -59%
OFG
354
OmniStar Financial Group
North Carolina
$497K +$829 +16 +0.2%
CA
355
Crewe Advisors
Utah
$493K
ACP
356
Aviance Capital Partners
Florida
$489K -$1.15M -22,246 -70%
AGA
357
Accuvest Global Advisors
Utah
$489K +$227K +4,374 +86%
GLA
358
Great Lakes Advisors
Illinois
$484K +$50K +964 +12%
FFS
359
Founders Financial Securities
Maryland
$483K +$33K +636 +7%
CAM
360
Covenant Asset Management
New Jersey
$480K
PP
361
Pegasus Partners
Wisconsin
$475K +$3.32K +64 +0.7%
FMC
362
First Merchants Corp
Indiana
$469K +$43.5K +840 +10%
BTNA
363
Bremer Trust National Association
Minnesota
$467K +$467K +9,000 New
NAM
364
North American Management
Massachusetts
$465K -$72.4K -1,396 -13%
AWM
365
AllSquare Wealth Management
New York
$460K
HFS
366
Haverford Financial Services
Pennsylvania
$459K +$138K +2,670 +43%
PVH
367
Psagot Value Holdings
Israel
$449K -$109K -2,100 -20%
SCG
368
Sonata Capital Group
Washington
$438K
LTI
369
Laffer Tengler Investments
Tennessee
$435K -$18.2K -352 -4%
WP
370
WealthSource Partners
California
$432K -$720K -13,896 -63%
AFC
371
AFT Forsyth & Company
Florida
$431K
DWT
372
Dorsey & Whitney Trust
South Dakota
$415K
1832 Asset Management
373
1832 Asset Management
Ontario, Canada
$413K
BAS
374
Brown Advisory Securities
Maryland
$404K -$30.7K -592 -7%
CCM
375
Crabel Capital Management
California
$402K +$402K +7,758 New

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.