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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
GRP
476
Global Retirement Partners
California
$188K +$6.87K +132 +4%
KF
477
Krilogy Financial
Missouri
$177K -$3.85K -74 -2%
BRC
478
Bell Rock Capital
Delaware
$174K +$1.87K +36 +1%
CPIG
479
Chicago Partners Investment Group
Illinois
$172K +$520 +10 +0.3%
WAM
480
Wealthspire Advisors (Maryland)
Maryland
$170K
CAL
481
Capital Analysts LLC
Pennsylvania
$166K +$97.3K +1,870 +142%
QFA
482
Quattro Financial Advisors
Texas
$164K +$165K +3,168 New
WTB
483
Washington Trust Bank
Washington
$156K
BBA
484
Braun-Bostich & Associates
Pennsylvania
$154K +$120K +2,314 +354%
NSB
485
Norway Savings Bank
Maine
$153K +$63.5K +1,220 +71%
FCT
486
Family Capital Trust
Massachusetts
$152K -$1.56K -30 -1%
WIM
487
Westside Investment Management
California
$135K -$858K -16,500 -86%
AOWM
488
Alpha Omega Wealth Management
Virginia
$130K -$2.8M -53,904 -96%
AIM
489
Anchor Investment Management
South Carolina
$129K
SBL
490
Sargent Bickham Lagudis
Colorado
$128K -$15K -288 -10%
SIAP
491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$125K
PSC
492
Prentiss Smith & Co
Vermont
$125K +$125K +2,400 New
SSB
493
Sandy Spring Bank
Maryland
$124K -$52K -1,000 -29%
AAC
494
Asset Advisors Corp
Georgia
$114K -$4.16K -80 -4%
SWM
495
SeaCrest Wealth Management
New York
$114K
TFA
496
Transamerica Financial Advisors
Florida
$110K +$62.5K +1,202 +132%
CAPTRUST Financial Advisors
497
CAPTRUST Financial Advisors
North Carolina
$99K +$1.77K +34 +2%
JCM
498
Jacobi Capital Management
Pennsylvania
$97K
PFGIA
499
Patriot Financial Group Insurance Agency
Massachusetts
$94K -$8.74K -168 -8%
CCA
500
Clearwater Capital Advisors
Illinois
$93K +$93.3K +1,794 New

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.