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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
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$113K – – –
SMG
477
Spectrum Management Group
Indiana
$111K +$111K +2,100 New
TCOV
478
Trust Company of Vermont
Vermont
$108K -$28.2K -536 -21%
EA
479
Edge Advisors
Georgia
$107K -$29.1K -552 -21%
MIFH
480
Migdal Insurance & Financial Holdings
Israel
$106K +$106K +2,016 New
SAM
481
Solaris Asset Management
New York
$105K – – –
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$104K +$104K +1,978 New
CAPTRUST Financial Advisors
483
CAPTRUST Financial Advisors
North Carolina
$98K -$6.85K -130 -6%
JCM
484
Jacobi Capital Management
Pennsylvania
$98K – – –
NFG
485
Next Financial Group
Texas
$96K -$308K -5,848 -76%
AIS
486
Accurate Investment Solutions
Pennsylvania
$94K – – –
CAL
487
Capital Analysts LLC
Pennsylvania
$94K +$4.74K +90 +5%
NSB
488
Norway Savings Bank
Maine
$91K – – –
GEA
489
Glen Eagle Advisors
New Jersey
$85.3K – – –
FWM
490
Focused Wealth Management
New York
$85K -$232K -4,402 -73%
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.6K – – –
PS
492
Portfolio Solutions
Michigan
$79K +$26.2K +498 +50%
LC
493
Landaas & Company
Wisconsin
$78K +$78K +1,480 New
ECM
494
Exchange Capital Management
Michigan
$77K -$210K -3,990 -73%
OIA
495
OneDigital Investment Advisors
Kansas
$76K -$3.41M -64,666 -98%
TFA
496
Transamerica Financial Advisors
Florida
$76K -$17.4K -330 -19%
SA
497
SRH Advisors
Kansas
$71K +$2.42K +46 +4%
HIIFS
498
Harel Insurance Investments & Financial Services
Israel
$63K -$483K -9,160 -88%
ANBT
499
American National Bank & Trust
Texas
$63K – – –
PMFA
500
Plante Moran Financial Advisors
Michigan
$59K +$16.2K +308 +38%
18 19
20
21 22

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.