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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
CWM
551
CMH Wealth Management
New Hampshire
-$983K -19,000 Closed
PWS
552
Paragon Wealth Strategies
Florida
-$981K -18,914 Closed
MIH
553
Meitav Investment House
Israel
-$2.77M -14,610 Closed
BCM
554
Boltwood Capital Management
California
-$738K -14,240 Closed
TSS
555
Two Sigma Securities
New York
-$697K -13,450 Closed
FIM
556
Freedom Investment Management
Connecticut
-$626K -12,066 Closed
GAM
557
Gemmer Asset Management
California
-$563K -10,861 -99%
CS
558
Credit Suisse
Switzerland
-$547K -10,542 Closed
PCA
559
Personal Capital Advisors
California
-$525K -10,128 Closed
EWM
560
Empirical Wealth Management
Washington
-$509K -9,810 Closed
OFG
561
OmniStar Financial Group
North Carolina
-$497K -9,594 Closed
GLA
562
Great Lakes Advisors
Illinois
-$484K -9,334 Closed
PP
563
Pegasus Partners
Wisconsin
-$475K -9,164 Closed
PVH
564
Psagot Value Holdings
Israel
-$449K -8,650 Closed
CSA
565
Cottage Street Advisors
Massachusetts
-$398K -7,680 Closed
NPF
566
Norris Perne & French
Michigan
-$323K -6,234 Closed
BS
567
Boenning & Scattergood
Pennsylvania
-$294K -5,668 Closed
SGS
568
Sterling Global Strategies
California
-$281K -5,428 Closed
BCM
569
Bluefin Capital Management
New York
-$280K -5,400 Closed
NFG
570
Next Financial Group
Texas
-$274K -5,292 Closed
TI
571
Truepoint Inc
Ohio
-$255K -4,924 Closed
GFPC
572
Global Financial Private Capital
Florida
-$247K -4,756 Closed
LFAS
573
Level Four Advisory Services
Texas
-$247K -4,756 Closed
CBU
574
CIBC Bank USA
Illinois
-$223K -4,300 Closed
PWS
575
Peloton Wealth Strategists
Indiana
-$221K -4,258 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.