We are live on ! Find out more
IGSB icon

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
KC
376
KHP Capital
Oklahoma
$399K +$399K +7,704 New
CFIA
377
Cantor Fitzgerald Investment Advisors
New York
$398K -$151K -2,918 -28%
CSA
378
Cottage Street Advisors
Massachusetts
$398K
DG
379
Delek Group
Israel
$397K -$14K -270 -3%
TNB
380
Thomasville National Bank
Georgia
$393K
FHA
381
Flagship Harbor Advisors
Massachusetts
$391K +$119K +2,288 +43%
CSIC
382
Clifford Swan Investment Counsel
California
$388K -$12.4K -240 -3%
SPC
383
Sigma Planning Corp
Michigan
$374K -$31.8K -614 -8%
FLA
384
Financial Life Advisors
Texas
$371K +$77.5K +1,496 +26%
HW
385
Hancock Whitney
Mississippi
$363K
AWA
386
ARS Wealth Advisors
Florida
$359K -$206K -3,980 -36%
WP
387
WealthShield Partners
North Carolina
$358K -$39.6K -764 -10%
ClearBridge Investments
388
ClearBridge Investments
New York
$349K +$3.01K +58 +0.9%
ZIM
389
Zacks Investment Management
Illinois
$346K -$207 -4 -0.1%
BAM
390
Barrett Asset Management
New York
$343K -$51.8K -1,000 -13%
OAM
391
Oppenheimer Asset Management
New York
$341K -$4.82M -92,956 -93%
PAS
392
Partnervest Advisory Services
California
$341K -$71.1K -1,372 -17%
CWS
393
Cypress Wealth Services
California
$340K +$340K +6,564 New
CCFCSB
394
Cape Cod Five Cents Savings Bank
Massachusetts
$337K -$21.5M -414,550 -98%
APP
395
Avantax Planning Partners
Iowa
$336K -$73.2K -1,412 -18%
WPC
396
Waters Parkerson & Co
Louisiana
$335K +$10.4K +200 +3%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$333K -$39K -752 -10%
RMAM
398
Raab & Moskowitz Asset Management
New Jersey
$327K -$16.5K -318 -5%
TB
399
Terril Brothers
Missouri
$324K
NPF
400
Norris Perne & French
Michigan
$323K -$48.8K -942 -13%

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.