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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
TRCT
551
Tower Research Capital (TRC)
New York
$13K +$9.37K +180 +237%
CHP
552
Cable Hill Partners
Oregon
$12K -$10.6K -204 -46%
SFSIG
553
San Francisco Sentry Investment Group
California
$10K
SFG
554
SevenBridge Financial Group
Pennsylvania
$9K
BFC
555
Bedel Financial Consulting
Indiana
$8K +$8.32K +160 New
CFD
556
Creative Financial Designs
Indiana
$6K
MIM
557
Macroview Investment Management
Maryland
$4K
AIM
558
Advantage Investment Management
Iowa
$4K +$312 +6 +9%
SQA
559
Simon Quick Advisors
New Jersey
$4K +$4.16K +80 New
ECM
560
Exchange Capital Management
Michigan
$3K -$18.2K -350 -85%
IAS
561
INR Advisory Services
Pennsylvania
$3K
YWP
562
YorkBridge Wealth Partners
New York
$3K
AF
563
Allworth Financial
California
$2K
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$2K
CJA
565
C-J Advisory
California
$2K
TI
566
Truepoint Inc
Ohio
$1.96K +$21.1K +406 New
SFG
567
Sage Financial Group
Pennsylvania
-$18.2M -347,328 Closed
DCM
568
DeGreen Capital Management
Arizona
-$14.4M -275,506 Closed
Mirae Asset Global Investments
569
Mirae Asset Global Investments
South Korea
-$13.6M -260,000 Closed
NYLIM
570
New York Life Investment Management
New York
-$11.5M -219,548 Closed
SSWM
571
Sheets Smith Wealth Management
North Carolina
-$7.61M -145,512 Closed
ACM
572
AlphaStar Capital Management
North Carolina
-$4.56M -87,264 Closed
Millennium Management
573
Millennium Management
New York
-$4.41M -84,340 Closed
FTS
574
Fifth Third Securities
Ohio
-$4.25M -81,226 Closed
VF
575
Virtu Financial
New York
-$3.12M -59,712 Closed

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.