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
FLA
426
Financial Life Advisors
Texas
$293K +$8.85K +170 +3%
GWCM
427
Godshalk Welsh Capital Management
Pennsylvania
$289K -$52K -1,000 -15%
AB
428
AT Bancorp
Iowa
$288K
PA
429
Parallel Advisors
California
$284K +$30K +576 +12%
PCM
430
Parsons Capital Management
Rhode Island
$281K
BFPW
431
BOK Financial Private Wealth
Colorado
$278K
CAN
432
Cetera Advisor Networks
California
$276K -$3.64M -69,960 -93%
NCM
433
Novare Capital Management
North Carolina
$275K +$8.32K +160 +3%
SWP
434
Stratos Wealth Partners
Ohio
$275K +$46.7K +898 +20%
FHA
435
Flagship Harbor Advisors
Massachusetts
$273K -$2.6K -50 -0.9%
CAC
436
Certified Advisory Corp
Florida
$273K +$16.2K +312 +6%
EIA
437
Edgemoor Investment Advisors
Maryland
$265K +$7.8K +150 +3%
EAMA
438
EFG Asset Management (Americas)
Florida
$264K
AGA
439
Accuvest Global Advisors
Utah
$263K +$3.43K +66 +1%
GI
440
Gradient Investments
Minnesota
$262K -$26.9M -517,488 -99%
SNT
441
Security National Trust
West Virginia
$261K -$104K -2,000 -28%
ACM
442
Avalon Capital Management
California
$259K -$52K -1,000 -17%
PWM
443
Paulson Wealth Management
Illinois
$258K -$9.26K -178 -3%
NB
444
NBT Bank
New York
$255K
V
445
Veritable
Delaware
$252K -$20.8K -400 -8%
MPPLM
446
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$251K -$35.3K -678 -12%
CBU
447
CIBC Bank USA
Illinois
$250K +$31.2K +600 +14%
EWM
448
Evermay Wealth Management
Virginia
$248K
GFPC
449
Global Financial Private Capital
Florida
$244K -$32.5K -624 -12%
OC
450
Oakworth Capital
Alabama
$243K

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.