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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
VWM
601
Venturi Wealth Management
Texas
-$277K -5,302 Closed
NA
602
Nottingham Advisors
New York
-$238K -4,552 Closed
SXL
603
Summit X LLC
Missouri
-$228K -4,356 Closed
AIM
604
Arcadia Investment Management
Michigan
-$220K -4,210 Closed
HSA
605
HBK Sorce Advisory
Pennsylvania
-$220K -4,210 Closed
MGIA
606
Matthew Goff Investment Advisor
Texas
-$219K -4,196 Closed
FIAS
607
FinTrust Investment Advisory Services
South Carolina
-$211K -4,032 Closed
OCM
608
Orser Capital Management
Texas
-$206K -3,940 Closed
MLIC
609
Mandatum Life Insurance Company
Finland
-$138K -2,644 Closed
SMG
610
Spectrum Management Group
Indiana
-$110K -2,100 Closed
SAM
611
Solaris Asset Management
New York
-$105K -2,000 Closed
ARMC
612
American Research & Management Company
Massachusetts
-$81K -1,550 Closed
PGA
613
Premia Global Advisors
Florida
-$62K -1,322 Closed
SIAS
614
Shine Investment Advisory Services
Colorado
-$21K -400 Closed
LA
615
Legacy Advisors
Pennsylvania
-$14K -280 Closed
RWA
616
Ropes Wealth Advisors
Massachusetts
-$10K -200 Closed
RFM
617
Royal Fund Management
Florida
-$9K -190 Closed
UBS AM
618
UBS AM
Illinois
-$8.68K -166 Closed
BCMIO
619
Beacon Capital Management Inc (Ohio)
Ohio
-$4K -86 Closed
NCM
620
Northstar Capital Management
New York
-$4K -84 Closed
MOS
621
MGO One Seven
Ohio
-$3K -56 Closed
STA
622
Summit Trail Advisors
New York
-$3K -52 Closed
HWP
623
Hefty Wealth Partners
Indiana
-$1K -14 Closed
FCAS
624
First Command Advisory Services
Texas
+$14.9K +286 +105%
FCFS
625
First Command Financial Services
Texas
+$29K +558 New

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.