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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
AWM
501
Aevitas Wealth Management
Massachusetts
$33K
HT
502
Heritage Trust
Oklahoma
$30K
IFA
503
Interactive Financial Advisors
Illinois
$29K -$32.5K -627 -53%
CH
504
Canton Hathaway
Rhode Island
$29K +$29.5K +568 New
HI
505
Hudock Inc
Pennsylvania
$26K
FWM
506
Focused Wealth Management
New York
$25K
ME
507
McIlrath & Eck
Washington
$25K
CAL
508
Capital Advisors Ltd
Ohio
$24K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$24K
CAG
510
Csenge Advisory Group
Florida
$24K +$24.3K +468 New
Barclays
511
Barclays
United Kingdom
$22K
LNB
512
Ledyard National Bank
$21K
AF
513
Advisornet Financial
Minnesota
$19K -$2.9K -56 -13%
PGWM
514
Parisi Gray Wealth Management
New Jersey
$19K
PRS
515
Pinkerton Retirement Specialists
Idaho
$19K
UBS AM
516
UBS AM
Illinois
$18K -$1.35K -26 -7%
JAM
517
JCIC Asset Management
Ontario, Canada
$17K +$16.6K +320 New
BWM
518
BerganKDV Wealth Management
Minnesota
$16K
MWM
519
MinichMacGregor Wealth Management
New York
$12K
AOWM
520
Alpha Omega Wealth Management
Virginia
$10K -$51K -984 -83%
PG
521
Patten Group
Tennessee
$10K
SIS
522
Sound Income Strategies
Florida
$10K
RWA
523
Ropes Wealth Advisors
Massachusetts
$10K +$10.2K +196 New
JFA
524
JNBA Financial Advisors
Minnesota
$10K +$10.4K +200 New
ML
525
McAdam LLC
Pennsylvania
$9K -$8.92K -172 -50%

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.