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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

534 hedge funds and large institutions have $7.93B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 197 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2% more funds holding

Funds holding: 524 → 534 (+10)

1.76% more ownership

Funds ownership: 136.99% → 138.75% (+1.8%)

1% more funds holding in top 10

Funds holding in top 10: 68 → 69 (+1)

4% more capital invested

Capital invested by funds: $7.65B → $7.93B (+$276M)

1% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 197

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
13.31%
Holding in Top 10
69
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.47%
% of All Funds
1.72%
New
48
Increased
196
Reduced
197
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$258M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$63.6M
3
OCM
One Capital Management
California
+$27.3M
4
MMI
Matson Money Inc
Ohio
+$25M
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$24.6M

Top Sellers

1
T
Thomaspartners
Massachusetts
-$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
3
CAM
Caprin Asset Management
Virginia
-$24.6M
4
BCI
Brinker Capital Investments
Pennsylvania
-$24.5M
5
FT
Fiduciary Trust
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
376
Brown Advisory Securities
Maryland
$459K -$527 -10 -0.1%
Betterment LLC
377
Betterment LLC
New York
$456K +$457K +8,664 New
SCG
378
Sonata Capital Group
Washington
$454K -$42.2K -800 -9%
VWA
379
V Wealth Advisors
Kansas
$453K – – –
FMC
380
First Merchants Corp
Indiana
$437K +$437K +8,300 New
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$434K +$283K +5,362 +186%
DWT
382
Dorsey & Whitney Trust
South Dakota
$433K – – –
CBU
383
CIBC Bank USA
Illinois
$432K -$134K -2,540 -24%
FPFS
384
First Personal Financial Services
North Carolina
$428K – – –
M
385
MOTCO
Texas
$417K – – –
CB
386
Chemical Bank
Michigan
$417K +$316 +6 +0.1%
FFS
387
Founders Financial Securities
Maryland
$416K +$29.4K +558 +8%
PAS
388
Partnervest Advisory Services
California
$413K -$45.6K -866 -10%
NPF
389
Norris Perne & French
Michigan
$410K -$527 -10 -0.1%
BAM
390
Barrett Asset Management
New York
$407K +$195K +3,700 +92%
CIC
391
Carnegie Investment Counsel
Ohio
$406K -$11.1K -210 -3%
SNT
392
Security National Trust
West Virginia
$403K – – –
JIP
393
Jaffetilchin Investment Partners
Florida
$401K +$401K +7,604 New
MWM
394
Mission Wealth Management
California
$398K -$61.5K -1,168 -13%
AB
395
AT Bancorp
Iowa
$398K – – –
GWCM
396
Godshalk Welsh Capital Management
Pennsylvania
$398K +$5.8K +110 +1%
AWA
397
Arete Wealth Advisors
Illinois
$397K +$32.6K +618 +9%
NPC
398
National Planning Corporation
California
$395K -$101K -1,916 -20%
CSA
399
Cottage Street Advisors
Massachusetts
$395K -$26.3K -500 -6%
CPO
400
Cerity Partners OCIO
New York
$383K -$69.1K -1,312 -15%
14 15
16
17 18

IGSB Hedge Fund Activity: Q3 2017 in Review

534 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2017, worth a combined $7.93B — up 3.6% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IGSB positions and 32 closed out — a net gain of 16 holders — while 196 added to existing stakes and 197 trimmed.

The largest buyer was BlackRock, adding an estimated $258M. The largest seller was Thomaspartners, cutting an estimated $157M.

  • 534 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2017, up from 524 in Q2 2017.
  • Funds reported $7.93B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 3.6% quarter-over-quarter.
  • 48 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 32 closed out, a net change of +16 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $258M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Thomaspartners, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2017.