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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

534 hedge funds and large institutions have $7.93B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 197 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2% more funds holding

Funds holding: 524 → 534 (+10)

1.76% more ownership

Funds ownership: 136.99% → 138.75% (+1.8%)

1% more funds holding in top 10

Funds holding in top 10: 68 → 69 (+1)

4% more capital invested

Capital invested by funds: $7.65B → $7.93B (+$276M)

1% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 197

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
13.31%
Holding in Top 10
69
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.47%
% of All Funds
1.72%
New
48
Increased
196
Reduced
197
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$258M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$63.6M
3
OCM
One Capital Management
California
+$27.3M
4
MMI
Matson Money Inc
Ohio
+$25M
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$24.6M

Top Sellers

1
T
Thomaspartners
Massachusetts
-$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
3
CAM
Caprin Asset Management
Virginia
-$24.6M
4
BCI
Brinker Capital Investments
Pennsylvania
-$24.5M
5
FT
Fiduciary Trust
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
451
Peachtree Investment Advisors
Georgia
$221K – – –
FIAS
452
FinTrust Investment Advisory Services
South Carolina
$221K +$221K +4,192 New
EWM
453
Evermay Wealth Management
Virginia
$220K – – –
IC
454
Iconiq Capital
California
$215K – – –
OAM
455
Oppenheimer Asset Management
New York
$210K -$948 -18 -0.4%
PG
456
Patten Group
Tennessee
$206K – – –
CA
457
Clearstead Advisors
Ohio
$200K +$200K +3,800 New
BRC
458
Bell Rock Capital
Delaware
$188K +$6.01K +114 +3%
FCT
459
Family Capital Trust
Massachusetts
$185K +$1.58K +30 +0.9%
SEI Investments
460
SEI Investments
Pennsylvania
$182K +$138K +2,610 +309%
SSB
461
Sandy Spring Bank
Maryland
$179K -$21.1K -400 -11%
CPIG
462
Chicago Partners Investment Group
Illinois
$173K +$173K +3,286 New
WAM
463
Wealthspire Advisors (Maryland)
Maryland
$172K – – –
KF
464
Krilogy Financial
Missouri
$169K +$27.8K +528 +20%
MAM
465
Meeder Asset Management
Ohio
$164K +$31.8K +604 +24%
WTB
466
Washington Trust Bank
Washington
$158K – – –
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$150K +$3.58K +68 +2%
CFA
468
Carroll Financial Associates
North Carolina
$142K +$50.1K +950 +54%
AIM
469
Anchor Investment Management
South Carolina
$130K – – –
IFA
470
Interactive Financial Advisors
Illinois
$126K – – –
SIAP
471
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$126K – – –
PSC
472
Prentiss Smith & Co
Vermont
$126K +$126K +2,400 New
AAC
473
Asset Advisors Corp
Georgia
$120K – – –
GRP
474
Global Retirement Partners
California
$116K -$24.3K -462 -17%
LYV
475
Live Your Vision
Pennsylvania
$116K -$15.1K -286 -11%
17 18
19
20 21

IGSB Hedge Fund Activity: Q3 2017 in Review

534 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2017, worth a combined $7.93B — up 3.6% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IGSB positions and 32 closed out — a net gain of 16 holders — while 196 added to existing stakes and 197 trimmed.

The largest buyer was BlackRock, adding an estimated $258M. The largest seller was Thomaspartners, cutting an estimated $157M.

  • 534 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2017, up from 524 in Q2 2017.
  • Funds reported $7.93B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 3.6% quarter-over-quarter.
  • 48 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 32 closed out, a net change of +16 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $258M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Thomaspartners, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2017.