We are live on ! Find out more
IGSB icon

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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$373K +$38K +730 +11%
NPF
402
Norris Perne & French
Michigan
$372K -$31.2K -600 -8%
CB
403
Chemical Bank
Michigan
$365K -$46.7K -898 -11%
HW
404
Hancock Whitney
Mississippi
$363K -$915K -17,578 -72%
AWS
405
AJ Wealth Strategies
New York
$357K -$299K -5,744 -45%
MAM
406
Meeder Asset Management
Ohio
$348K +$65.5K +1,258 +23%
ClearBridge Investments
407
ClearBridge Investments
New York
$347K +$95.7K +1,840 +38%
ZIM
408
Zacks Investment Management
Illinois
$346K -$330K -6,352 -49%
BCM
409
Brookstone Capital Management
Illinois
$344K -$35.9K -690 -9%
RMAM
410
Raab & Moskowitz Asset Management
New Jersey
$343K -$38.2K -734 -10%
VWA
411
V Wealth Advisors
Kansas
$335K -$127K -2,432 -27%
CB
412
Commerce Bank
Missouri
$335K
WPC
413
Waters Parkerson & Co
Louisiana
$325K -$520 -10 -0.2%
TB
414
Terril Brothers
Missouri
$324K -$315K -6,058 -49%
BBNB
415
Baker Boyer National Bank
Washington
$322K +$323K +6,200 New
HFS
416
Haverford Financial Services
Pennsylvania
$321K +$5.51K +106 +2%
BHB
417
Bank Hapoalim BM
Israel
$317K
NHC
418
Nicholas Hoffman & Company
Georgia
$308K
BBA
419
BLB&B Advisors
Pennsylvania
$306K -$15.1K -290 -5%
RWML
420
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$304K +$4.47K +86 +1%
TTWM
421
TCV Trust & Wealth Management
Virginia
$302K
VCM
422
Vigilant Capital Management
Maine
$297K +$298K +5,720 New
GGI
423
Godsey & Gibb Inc
Virginia
$296K +$296K +5,696 New
RPC
424
Rossmore Private Capital
Connecticut
$294K
SGS
425
Sterling Global Strategies
California
$293K -$3.85K -74 -1%

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.