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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
SIA
576
Starfire Investment Advisers
Michigan
-$2.7M -51,636 Closed
OAM
577
Oxford Asset Management
United Kingdom
-$2.6M -49,768 Closed
Koshinski Asset Management
578
Koshinski Asset Management
Illinois
-$2.09M -39,946 Closed
SI
579
SII Investments
Wisconsin
-$2.04M -39,134 Closed
SP
580
Sarasin & Partners
United Kingdom
-$1.6M -30,642 Closed
CIM
581
Confluence Investment Management
Missouri
-$1.32M -25,256 Closed
CPP
582
Crow Point Partners
Massachusetts
-$1.32M -25,210 Closed
WP
583
WealthPLAN Partners
Nebraska
-$1.09M -20,924 Closed
WS
584
Wedbush Securities
California
-$1.08M -20,584 Closed
SFS
585
Strategic Financial Services
New York
-$993K -19,000 Closed
RIG
586
RiverFront Investment Group
Virginia
-$978K -18,686 Closed
MLM
587
Mount Lucas Management
Pennsylvania
-$812K -15,538 Closed
MC
588
Moors & Cabot
Massachusetts
-$745K -14,306 Closed
GCMG
589
Gyroscope Capital Management Group
Florida
-$745K -14,246 Closed
PA
590
PFG Advisors
Arizona
-$709K -13,564 Closed
Renaissance Technologies
591
Renaissance Technologies
New York
-$638K -12,200 Closed
BPCE
592
Bank Pictet & Cie (Europe)
Germany
-$588K -11,252 Closed
IH
593
IFC Holdings
Florida
-$551K -10,506 Closed
ZIC
594
ZWJ Investment Counsel
Georgia
-$523K -10,000 Closed
KCP
595
KDI Capital Partners
North Carolina
-$434K -8,296 Closed
AWA
596
Arete Wealth Advisors
Illinois
-$395K -7,552 Closed
MWM
597
Mission Wealth Management
California
-$383K -7,320 Closed
CA
598
Calton & Associates
Florida
-$337K -6,466 Closed
LJHT
599
Laurie J. Hall Trustee
-$336K -6,416 Closed
LA
600
LexAurum Advisors
Kansas
-$278K -5,330 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.