We are live on ! Find out more
IGSB icon

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
LYV
501
Live Your Vision
Pennsylvania
$84K -$22.8K -438 -21%
GEA
502
Glen Eagle Advisors
New Jersey
$81K
EA
503
Edge Advisors
Georgia
$80K +$208 +4 +0.3%
PS
504
Portfolio Solutions
Michigan
$78K
ANBT
505
American National Bank & Trust
Texas
$75K
SA
506
SRH Advisors
Kansas
$70K
TAIM
507
TD Ameritrade Investment Management
Nebraska
$70K +$46.1K +886 +189%
AF
508
Advisornet Financial
Minnesota
$65K +$8.22K +158 +14%
IFA
509
Interactive Financial Advisors
Illinois
$63K -$56.7K -1,090 -47%
GCM
510
Gables Capital Management
Florida
$62K +$61.8K +1,188 New
MIFH
511
Migdal Insurance & Financial Holdings
Israel
$60K
AWA
512
Acorn Wealth Advisors
Michigan
$60K +$104 +2 +0.2%
WAP
513
Wealthcare Advisory Partners
Pennsylvania
$59K
PMFA
514
Plante Moran Financial Advisors
Michigan
$59K +$312 +6 +0.5%
VC
515
Vestor Capital
Illinois
$58K -$46.8K -900 -45%
CTC
516
Central Trust Company
Missouri
$57K -$312K -6,000 -85%
TCOV
517
Trust Company of Vermont
Vermont
$53K
TIM
518
Tortoise Investment Management
New York
$49K -$421K -8,100 -90%
IP
519
Intellectus Partners
California
$49K
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.1K -$22.1K -424 -31%
FEG
521
Financial Enhancement Group
Indiana
$47K +$47.4K +912 New
FRA
522
Front Row Advisors
California
$45K
FGC
523
Financial Gravity Companies
Texas
$45K +$24.6K +472 +120%
FGAM
524
Financial Gravity Asset Management
Texas
$45K +$45K +864 New
IBOK
525
Independence Bank of Kentucky
Kentucky
$45K +$45K +864 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.