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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
CMBA
451
C.M. Bidwell & Associates
Hawaii
$207K
AAIM
452
Asset Advisors Investment Management
Georgia
$207K +$207K +4,000 New
NEPPG
453
New England Professional Planning Group
Rhode Island
$202K -$1.87K -36 -0.9%
GWM
454
Geneos Wealth Management
Colorado
$196K -$23.2K -448 -11%
CAPTRUST Financial Advisors
455
CAPTRUST Financial Advisors
North Carolina
$185K +$46.8K +903 +34%
SWP
456
Stratos Wealth Partners
Ohio
$178K +$178K +3,441 New
SWM
457
SeaCrest Wealth Management
New York
$166K -$52 -1 -0%
BRC
458
Bell Rock Capital
Delaware
$158K -$12.3K -238 -7%
NSB
459
Norway Savings Bank
Maine
$153K
AIP
460
Ameritas Investment Partners
Nebraska
$152K -$17K -327 -10%
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$146K
OC
462
Oakworth Capital
Alabama
$139K -$104K -2,000 -43%
FCT
463
Family Capital Trust
Massachusetts
$136K
CAL
464
Capital Analysts LLC
Pennsylvania
$135K -$52 -1 -0%
AIM
465
Anchor Investment Management
South Carolina
$128K
APP
466
Avantax Planning Partners
Iowa
$127K -$209K -4,030 -62%
PSC
467
Prentiss Smith & Co
Vermont
$124K
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$119K -$726 -14 -0.6%
MPIA
469
Mountain Pacific Investment Advisers
Idaho
$119K +$119K +2,300 New
GI
470
Gradient Investments
Minnesota
$110K -$139K -2,685 -71%
RMC
471
Resources Management Corp
Connecticut
$106K +$106K +2,050 New
PCIA
472
Prime Capital Investment Advisors
Kansas
$104K
BAMG
473
Brand Asset Management Group
Missouri
$98K
KTC
474
Kistler-Tiffany Companies
Pennsylvania
$98K
PFGIA
475
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$15.3K +296 +21%

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.