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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
WP
351
WealthSource Partners
California
$457K +$25.9K +500 +6%
NPP
352
New Potomac Partners
Maryland
$453K -$179K -3,460 -28%
CAM
353
Concorde Asset Management
Michigan
$444K -$235K -4,529 -35%
CIBC World Market
354
CIBC World Market
Ontario, Canada
$440K +$440K +8,483 New
SCG
355
Sonata Capital Group
Washington
$438K
LFG
356
LifePlan Financial Group
Ohio
$434K -$187K -3,600 -30%
ZIM
357
Zacks Investment Management
Illinois
$433K +$88K +1,698 +25%
SIC
358
Sigma Investment Counselors
Michigan
$431K -$2.1M -40,574 -83%
AFC
359
AFT Forsyth & Company
Florida
$431K
LTI
360
Laffer Tengler Investments
Tennessee
$430K -$4.25K -82 -1%
FMC
361
First Merchants Corp
Indiana
$425K -$43.6K -840 -9%
MWM
362
Mascoma Wealth Management
New Hampshire
$419K -$84.7K -1,634 -17%
1832 Asset Management
363
1832 Asset Management
Ontario, Canada
$415K
DWT
364
Dorsey & Whitney Trust
South Dakota
$415K
BFA
365
Bragg Financial Advisors
North Carolina
$414K -$341K -6,575 -45%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$411K -$338K -6,512 -45%
EAM
367
Evanson Asset Management
California
$405K -$108K -2,087 -21%
SP
368
Symmetry Partners
Connecticut
$403K +$403K +7,776 New
CCM
369
Crabel Capital Management
California
$402K
FLA
370
Financial Life Advisors
Texas
$399K +$28.5K +550 +8%
FHA
371
Flagship Harbor Advisors
Massachusetts
$395K +$4.04K +78 +1%
CFIA
372
Cantor Fitzgerald Investment Advisors
New York
$393K -$4.67K -90 -1%
TNB
373
Thomasville National Bank
Georgia
$393K
CSIC
374
Clifford Swan Investment Counsel
California
$388K
BFM
375
Boston Financial Management
Massachusetts
$387K +$387K +7,461 New

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.