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iShares 1-5 Year Investment Grade Corporate Bond ETF

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 140.76%141.29% (+0.53%)

1% less capital invested

Capital invested by funds: $7.29B → $7.25B (-$45.8M)

2% less funds holding in top 10

Funds holding in top 10: 6261 (-1)

2% less funds holding

Funds holding: 565551 (-14)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

43% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 263

Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.61%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
Net Calls
+$228K
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
CJA
551
C-J Advisory
California
$2K
NA
552
NewEdge Advisors
Louisiana
$1.54K +$221K +4,260 +17%
FRA
553
Front Row Advisors
California
$45 +$104 +2 +0.2%
GA
554
Gateway Advisory
New Jersey
-$34.2M -658,048 Closed
WI
555
WBI Investments
New Jersey
-$21.3M -410,100 Closed
PWPCM
556
Perella Weinberg Partners Capital Management
New York
-$14.9M -287,078 Closed
PA
557
Probity Advisors
Texas
-$12.6M -242,148 Closed
AIP
558
ARS Investment Partners
New York
-$7.92M -152,618 Closed
AIMU
559
Allianz Investment Management US
Minnesota
-$6.8M -130,940 Closed
Susquehanna International Group
560
Susquehanna International Group
Pennsylvania
-$6.45M -124,458 Closed
PA
561
Pinnacle Associates
New York
-$3.88M -74,844 Closed
OMC
562
Old Mission Capital
Illinois
-$2.98M -57,414 Closed
JAM
563
Jolley Asset Management
North Carolina
-$2.17M -41,850 Closed
MA
564
Menlo Advisors
California
-$1.93M -37,260 Closed
FTIOP
565
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$1.77M -34,074 Closed
DS
566
DRW Securities
Illinois
-$1.75M -33,624 Closed
IA
567
IFG Advisory
Georgia
-$1.73M -33,330 Closed
SG Americas Securities
568
SG Americas Securities
New York
-$907K -17,482 Closed
A
569
AdvicePeriod
California
-$895K -17,238 Closed
PWMAG
570
Pinnacle Wealth Management Advisory Group
New Jersey
-$841K -16,200 Closed
HI
571
Horizon Investments
North Carolina
-$823K -15,860 Closed
MSAM
572
Moloney Securities Asset Management
Missouri
-$621K -11,970 Closed
NGA
573
Naples Global Advisors
Florida
-$605K -11,660 Closed
EWF
574
Epstein & White Financial
California
-$567K -10,944 Closed
FA
575
Forefront Analytics
Pennsylvania
-$503K -9,682 Closed

IGSB Hedge Fund Activity: Q2 2018 in Review

551 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2018, worth a combined $7.25B — down 0.63% from $7.29B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of IGSB and 43 opened new positions — a net loss of 9 holders — while 263 trimmed existing stakes and 149 added.

The largest buyer was Liberty Mutual Group Asset Management, adding an estimated $106M. The largest seller was Banco Santander, cutting an estimated $81.9M.

  • 551 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2018, down from 565 in Q1 2018.
  • Funds reported $7.25B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2018, down 0.63% quarter-over-quarter.
  • 43 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2018 and 52 closed out, a net change of -9 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2018 was Liberty Mutual Group Asset Management, an estimated $106M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2018 was Banco Santander, an estimated $81.9M sold.

Based on aggregated 13F filings for Q2 2018.