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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
SFG
526
SevenBridge Financial Group
Pennsylvania
$9K
BFC
527
Bedel Financial Consulting
Indiana
$8K
WPA
528
West Paces Advisors
Georgia
$7.78K -$18.8K -362 -71%
GP
529
Girard Partners
Pennsylvania
$5K +$5.7K +110 New
MIM
530
Macroview Investment Management
Maryland
$4K
YWP
531
YorkBridge Wealth Partners
New York
$3K
AF
532
Allworth Financial
California
$2K
CJA
533
C-J Advisory
California
$2K
TFA
534
Transamerica Financial Advisors
Florida
$1K -$111K -2,150 -99%
Financial Engines Advisors
535
Financial Engines Advisors
California
$1K +$778 +15 New
IP
536
Investment Partners
Ohio
$237 +$83.6K +1,613 +10%
CF
537
Centaurus Financial
California
$111 -$111K -2,138 -100%
FRA
538
Front Row Advisors
California
$49 +$3.42K +66 +8%
AIIMS
539
Analyst IMS Investment Management Services
Israel
$13 +$12.8K +246 New
SR
540
Swiss Re
Switzerland
-$172M -3,318,000 Closed
BS
541
Banco Santander
Spain
-$18.3M -352,864 Closed
CM
542
Cornerstone Management
Georgia
-$15.7M -302,048 Closed
BFG
543
Beacon Financial Group
Texas
-$11.6M -223,010 Closed
GBT
544
Grove Bank & Trust
Florida
-$5.88M -113,386 Closed
CIC
545
Carnegie Investment Counsel
Ohio
-$1.29M -49,520 Closed
SG
546
Swarthmore Group
Pennsylvania
-$2.2M -42,500 Closed
AP
547
Agilis Partners
Massachusetts
-$1.34M -25,794 Closed
VF
548
Virtu Financial
New York
-$1.05M -20,180 Closed
ST
549
Smithfield Trust
Pennsylvania
-$1.01M -19,542 Closed
SA
550
SL Advisors
New Jersey
-$986K -19,018 Closed

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.