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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
SFSG
451
Stearns Financial Services Group
North Carolina
$242K +$40.1K +770 +20%
WPA
452
West Paces Advisors
Georgia
$240K -$229K -4,400 -49%
GWM
453
Geneos Wealth Management
Colorado
$240K +$4.89K +94 +2%
SBH
454
Segall Bryant & Hamill
Illinois
$239K +$239K +4,600 New
CPO
455
Cerity Partners OCIO
New York
$235K -$139K -2,680 -37%
LFAS
456
Level Four Advisory Services
Texas
$235K +$19.8K +380 +9%
PIA
457
Piedmont Investment Advisors
North Carolina
$232K +$232K +4,468 New
Chevy Chase Trust
458
Chevy Chase Trust
Maryland
$229K -$37.4K -718 -14%
GLA
459
Good Life Advisors
Pennsylvania
$226K -$6.87K -132 -3%
VCA
460
Verdence Capital Advisors
Maryland
$223K -$43K -826 -16%
PWS
461
Peloton Wealth Strategists
Indiana
$221K +$222K +4,258 New
SFP
462
Shepherd Financial Partners
Massachusetts
$218K +$5.93K +114 +3%
CFA
463
Carroll Financial Associates
North Carolina
$217K +$76.8K +1,476 +54%
FPS
464
Fieldpoint Private Securities
Connecticut
$215K +$163K +3,140 +314%
BWM
465
Baystate Wealth Management
Massachusetts
$212K -$49.8K -958 -19%
IC
466
Iconiq Capital
California
$212K
CMBA
467
C.M. Bidwell & Associates
Hawaii
$208K
NEPPG
468
New England Professional Planning Group
Rhode Island
$207K -$263K -5,058 -56%
BRWA
469
B. Riley Wealth Advisors
Florida
$206K +$624 +12 +0.3%
SF
470
Synovus Financial
Georgia
$205K -$7.6K -146 -4%
AIP
471
Ameritas Investment Partners
Nebraska
$204K -$9.47K -182 -4%
CFC
472
Coyle Financial Counsel
Illinois
$203K -$899K -17,270 -82%
PG
473
Patten Group
Tennessee
$203K
SV
474
Sturgeon Ventures
United Kingdom
$203K +$145K +2,796 New
BI
475
Bramshill Investments
Florida
$190K +$2.08K +40 +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.