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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
MBT
576
Montecito Bank & Trust
California
-$207K -4,000 Closed
Chevy Chase Trust
577
Chevy Chase Trust
Maryland
-$204K -3,934 Closed
MPPLM
578
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$192K -3,702 Closed
CFC
579
Coyle Financial Counsel
Illinois
-$155K -2,994 Closed
TAIM
580
TD Ameritrade Investment Management
Nebraska
-$133K -2,574 Closed
ANBT
581
American National Bank & Trust
Texas
-$75K -1,440 Closed
SEI Investments
582
SEI Investments
Pennsylvania
-$74K -1,430 Closed
HIIFS
583
Harel Insurance Investments & Financial Services
Israel
-$62K -1,192 Closed
AWA
584
Acorn Wealth Advisors
Michigan
-$60K -1,160 Closed
VC
585
Vestor Capital
Illinois
-$58K -1,110 Closed
PO
586
Private Ocean
California
-$52K -1,000 Closed
IP
587
Intellectus Partners
California
-$49K -942 Closed
FEG
588
Financial Enhancement Group
Indiana
-$47K -912 Closed
KCPG
589
Kavar Capital Partners Group
Kansas
-$38K -730 Closed
SMFS
590
Squar Milner Financial Services
California
-$32K -612 Closed
BCA
591
Bay Colony Advisors
Massachusetts
-$32K -610 Closed
AIS
592
Accurate Investment Solutions
Pennsylvania
-$32K -608 Closed
AA
593
Advisory Alpha
Michigan
-$12.9K -248 Closed
DBT
594
Dubuque Bank & Trust
Iowa
-$10K -188 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.