We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

535 hedge funds and large institutions have $7.56B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 142 increasing their positions, 244 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7.25B → $7.56B (+$317M)

3% less funds holding

Funds holding: 551535 (-16)

10% less funds holding in top 10

Funds holding in top 10: 6155 (-6)

20% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 55

42% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 244

71.42% less ownership

Funds ownership: 141.29%69.87% (-71%)

Holders
535
Holders Change
-16
Holders Change %
-2.9%
% of All Funds
12.23%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
1.26%
New
44
Increased
142
Reduced
244
Closed
55
Calls
$332K
Puts
Net Calls
+$332K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
426
Central Trust Company
Missouri
$264K +$104K +2,000 +65%
AWS
427
AJ Wealth Strategies
New York
$262K
SNT
428
Security National Trust
West Virginia
$261K
GWCM
429
Godshalk Welsh Capital Management
Pennsylvania
$258K -$24.9K -480 -9%
SSB
430
Sandy Spring Bank
Maryland
$257K +$190K +3,668 +282%
CPIG
431
Chicago Partners Investment Group
Illinois
$251K +$78.9K +1,522 +46%
NCM
432
Novare Capital Management
North Carolina
$246K -$29K -560 -11%
EWM
433
Evermay Wealth Management
Virginia
$244K
WPC
434
Waters Parkerson & Co
Louisiana
$237K -$98.5K -1,900 -29%
PCM
435
Parsons Capital Management
Rhode Island
$237K +$10.4K +200 +5%
NB
436
NBT Bank
New York
$232K -$22.2K -428 -9%
PWM
437
Paulson Wealth Management
Illinois
$232K -$1.04K -20 -0.4%
PIA
438
Piedmont Investment Advisors
North Carolina
$232K
AF
439
Aldebaran Financial
$231K
CA
440
Calton & Associates
Florida
$231K +$231K +4,462 New
KC
441
KHP Capital
Oklahoma
$229K -$170K -3,288 -43%
PI
442
Parkside Investments
Illinois
$228K
WP
443
WealthShield Partners
North Carolina
$218K -$139K -2,684 -39%
WS
444
Wedbush Securities
California
$218K +$218K +4,204 New
CFA
445
Carroll Financial Associates
North Carolina
$217K
BWM
446
Baystate Wealth Management
Massachusetts
$216K +$27K +520 +14%
IC
447
Iconiq Capital
California
$212K
KF
448
Krilogy Financial
Missouri
$212K +$9.33K +180 +5%
GRP
449
Global Retirement Partners
California
$211K +$22.9K +441 +12%
LSCM
450
LaSalle Street Capital Management
Illinois
$210K +$210K +4,052 New

IGSB Hedge Fund Activity: Q3 2018 in Review

535 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2018, worth a combined $7.56B — up 4.4% from $7.25B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of IGSB and 44 opened new positions — a net loss of 11 holders — while 244 trimmed existing stakes and 142 added.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was Goldman Sachs, cutting an estimated $192M.

  • 535 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2018, down from 551 in Q2 2018.
  • Funds reported $7.56B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2018, up 4.4% quarter-over-quarter.
  • 44 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2018 and 55 closed out, a net change of -11 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2018 was BlackRock, an estimated $172M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2018 was Goldman Sachs, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2018.