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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
KFA
526
Kabarec Financial Advisors
Illinois
$43K +$104 +2 +0.2%
TFA
527
Toth Financial Advisory
Virginia
$42K
SEI Investments
528
SEI Investments
Pennsylvania
$41K -$51.9K -998 -56%
MFW
529
Mosaic Family Wealth
Missouri
$40K
KCPG
530
Kavar Capital Partners Group
Kansas
$38K +$38K +730 New
EDRH
531
Edmond de Rothschild Holding
Switzerland
$37K
AWM
532
Aevitas Wealth Management
Massachusetts
$33K
AIS
533
Accurate Investment Solutions
Pennsylvania
$32K
HT
534
Heritage Trust
Oklahoma
$30K
MWM
535
MinichMacGregor Wealth Management
New York
$26K -$9.16K -176 -25%
HI
536
Hudock Inc
Pennsylvania
$26K
LWCFA
537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K +$26K +500 New
FWM
538
Focused Wealth Management
New York
$25K -$58.6K -1,126 -70%
SIS
539
Sound Income Strategies
Florida
$25K +$15.4K +296 +156%
CAL
540
Capital Advisors Ltd
Ohio
$24K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$24K
HS
542
Horan Securities
United States
$23K +$104 +2 +0.5%
AA
543
Advisory Alpha
Michigan
$22K -$18.6K -358 -46%
Barclays
544
Barclays
United Kingdom
$22K +$22.5K +432 New
LNB
545
Ledyard National Bank
$21K
ML
546
McAdam LLC
Pennsylvania
$20K +$20.3K +390 New
PGWM
547
Parisi Gray Wealth Management
New Jersey
$19K
PRS
548
Pinkerton Retirement Specialists
Idaho
$19K
JAM
549
JCIC Asset Management
Ontario, Canada
$17K +$16.6K +320 New
SIM
550
Sonora Investment Management
Arizona
$15.6K +$416 +8 +3%

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.