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iShares 1-5 Year Investment Grade Corporate Bond ETF

566 hedge funds and large institutions have $7.29B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 194 increasing their positions, 239 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.48% more ownership

Funds ownership: 132.29%140.77% (+8.5%)

3% less capital invested

Capital invested by funds: $7.54B → $7.29B (-$243M)

3% less funds holding

Funds holding: 583566 (-17)

15% less funds holding in top 10

Funds holding in top 10: 7362 (-11)

19% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 239

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

Holders
566
Holders Change
-17
Holders Change %
-2.92%
% of All Funds
12.97%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.42%
New
45
Increased
194
Reduced
239
Closed
57
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCG
376
Sonata Capital Group
Washington
$439K
GLA
377
Great Lakes Advisors
Illinois
$434K -$106K -2,040 -20%
BAS
378
Brown Advisory Securities
Maryland
$434K -$10.6K -204 -2%
AFC
379
AFT Forsyth & Company
Florida
$432K
RT
380
Rockland Trust
Massachusetts
$430K +$134K +2,574 +45%
TJHA
381
Thomas J. Herzfeld Advisors
Florida
$429K
FMC
382
First Merchants Corp
Indiana
$426K
BCI
383
Brinker Capital Investments
Pennsylvania
$419K -$20.6M -395,660 -98%
FAIM
384
Financial Advocates Investment Management
Washington
$415K -$589K -11,330 -59%
1832 Asset Management
385
1832 Asset Management
Ontario, Canada
$415K
DWT
386
Dorsey & Whitney Trust
South Dakota
$415K
RTS
387
Round Table Services
New Jersey
$414K +$415K +7,980 New
DG
388
Delek Group
Israel
$412K -$10.4K -200 -2%
PAS
389
Partnervest Advisory Services
California
$412K +$1.87K +36 +0.5%
APP
390
Avantax Planning Partners
Iowa
$410K -$98.1K -1,886 -19%
RA
391
RFG Advisory
Alabama
$409K +$200K +3,836 +95%
SPC
392
Sigma Planning Corp
Michigan
$407K -$107K -2,060 -21%
CSIC
393
Clifford Swan Investment Counsel
California
$401K -$12.5K -240 -3%
CSA
394
Cottage Street Advisors
Massachusetts
$399K +$77K +1,480 +24%
WP
395
WealthShield Partners
North Carolina
$398K -$250K -4,800 -39%
BAM
396
Barrett Asset Management
New York
$395K
RG
397
Rathbones Group
United Kingdom
$394K -$14.6K -280 -4%
TNB
398
Thomasville National Bank
Georgia
$393K
TPWA
399
TRUE Private Wealth Advisors
Oregon
$387K -$605K -11,630 -61%
ST
400
Spinnaker Trust
Maine
$380K +$97.6K +1,876 +34%

IGSB Hedge Fund Activity: Q1 2018 in Review

566 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2018, worth a combined $7.29B — down 3.2% from $7.54B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IGSB and 45 opened new positions — a net loss of 12 holders — while 239 trimmed existing stakes and 194 added.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Thomaspartners, cutting an estimated $92.3M.

  • 566 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $7.29B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2018, down 3.2% quarter-over-quarter.
  • 45 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2018 and 57 closed out, a net change of -12 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2018 was Goldman Sachs, an estimated $192M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2018 was Thomaspartners, an estimated $92.3M sold.

Based on aggregated 13F filings for Q1 2018.