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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

534 hedge funds and large institutions have $7.93B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 197 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2% more funds holding

Funds holding: 524 → 534 (+10)

1.76% more ownership

Funds ownership: 136.99% → 138.75% (+1.8%)

1% more funds holding in top 10

Funds holding in top 10: 68 → 69 (+1)

4% more capital invested

Capital invested by funds: $7.65B → $7.93B (+$276M)

1% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 197

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
13.31%
Holding in Top 10
69
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.47%
% of All Funds
1.72%
New
48
Increased
196
Reduced
197
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$258M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$63.6M
3
OCM
One Capital Management
California
+$27.3M
4
MMI
Matson Money Inc
Ohio
+$25M
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$24.6M

Top Sellers

1
T
Thomaspartners
Massachusetts
-$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
3
CAM
Caprin Asset Management
Virginia
-$24.6M
4
BCI
Brinker Capital Investments
Pennsylvania
-$24.5M
5
FT
Fiduciary Trust
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
551
Capital Advisors Inc
Oklahoma
– -$243K -4,620 Closed
SBH
552
Segall Bryant & Hamill
Illinois
– -$238K -4,520 Closed
PFPT
553
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$234K -4,444 Closed
Neuberger Berman Group
554
Neuberger Berman Group
New York
– -$233K -4,416 Closed
NPPM
555
North Point Portfolio Managers
Ohio
– -$227K -4,310 Closed
AIS
556
American Investment Services
Massachusetts
– -$224K -4,252 Closed
MSAM
557
Moloney Securities Asset Management
Missouri
– -$217K -4,118 Closed
BRWA
558
B. Riley Wealth Advisors
Florida
– -$212K -4,010 Closed
SFS
559
Sowell Financial Services
Arkansas
– -$210K -3,986 Closed
SSWM
560
Smith Salley Wealth Management
North Carolina
– -$204K -3,866 Closed
HCM
561
Harvest Capital Management
New Hampshire
– -$201K -3,810 Closed
DIA
562
Davidson Investment Advisors
Montana
– -$128K -2,450 Closed
BAM
563
Bruderman Asset Management
New York
– -$108K -2,050 Closed
TC
564
Trust Company
Kansas
– -$45K -852 Closed
WEC
565
Winslow Evans & Crocker
Massachusetts
– -$22.3K -424 Closed
ACM
566
Aviance Capital Management
Florida
– -$10K -194 Closed
CHC
567
City Holding Co
West Virginia
– -$3K -50 Closed
SFPIA
568
Stevens First Principles Investment Advisors
California
– -$2K -42 Closed
19 20 21 22
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IGSB Hedge Fund Activity: Q3 2017 in Review

534 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2017, worth a combined $7.93B — up 3.6% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IGSB positions and 32 closed out — a net gain of 16 holders — while 196 added to existing stakes and 197 trimmed.

The largest buyer was BlackRock, adding an estimated $258M. The largest seller was Thomaspartners, cutting an estimated $157M.

  • 534 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2017, up from 524 in Q2 2017.
  • Funds reported $7.93B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 3.6% quarter-over-quarter.
  • 48 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 32 closed out, a net change of +16 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $258M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Thomaspartners, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2017.