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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

534 hedge funds and large institutions have $7.93B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 197 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2% more funds holding

Funds holding: 524 → 534 (+10)

1.76% more ownership

Funds ownership: 136.99% → 138.75% (+1.8%)

1% more funds holding in top 10

Funds holding in top 10: 68 → 69 (+1)

4% more capital invested

Capital invested by funds: $7.65B → $7.93B (+$276M)

1% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 197

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
13.31%
Holding in Top 10
69
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.47%
% of All Funds
1.72%
New
48
Increased
196
Reduced
197
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$258M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$63.6M
3
OCM
One Capital Management
California
+$27.3M
4
MMI
Matson Money Inc
Ohio
+$25M
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$24.6M

Top Sellers

1
T
Thomaspartners
Massachusetts
-$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
3
CAM
Caprin Asset Management
Virginia
-$24.6M
4
BCI
Brinker Capital Investments
Pennsylvania
-$24.5M
5
FT
Fiduciary Trust
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
76
White Pine Capital
Minnesota
$14.2M +$144K +2,740 +1%
CISOA
77
Capital Investment Services of America
Wisconsin
$14.1M -$19.3K -366 -0.1%
MNA
78
Manning & Napier Advisors
New York
$13.8M – – –
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$13.7M -$15.8M -300,000 -54%
Franklin Resources
80
Franklin Resources
California
$13.7M -$565K -10,730 -4%
BSB
81
Bangor Savings Bank
Maine
$13.7M +$355K +6,732 +3%
MML Investors Services
82
MML Investors Services
Massachusetts
$13.6M -$6.42M -121,894 -32%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12.9M -$1.84M -35,010 -12%
CHA
84
Cedar Hill Associates
Illinois
$12.8M -$1.25M -23,700 -9%
FCIM
85
Fairview Capital Investment Management
California
$12.7M -$1.2M -22,760 -9%
CCFCSB
86
Cape Cod Five Cents Savings Bank
Massachusetts
$12.6M +$4.92M +93,454 +64%
UB
87
UMB Bank
Missouri
$12.1M -$1.02M -19,432 -8%
CFGF
88
Compass Financial Group (Florida)
Florida
$12M -$33.9K -644 -0.3%
CL
89
CPWM LLC
Washington
$11.9M -$536K -10,168 -4%
JWM
90
Jackson Wealth Management
Florida
$11.7M +$983K +18,648 +9%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.4M -$4.11M -78,040 -26%
OAM
92
Oxford Asset Management
United Kingdom
$11M +$11M +208,660 New
BFG
93
Beacon Financial Group
Texas
$10.7M +$532K +10,098 +5%
Mariner
94
Mariner
Kansas
$10.7M -$227K -4,314 -2%
SLF
95
Sun Life Financial
Ontario, Canada
$10.5M – – –
FWIA
96
Fort Washington Investment Advisors
Ohio
$10.3M -$314K -5,952 -3%
DCM
97
Dimension Capital Management
Florida
$10.2M -$1.97M -37,294 -16%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$10.1M +$4.96M +94,160 +97%
CCT
99
Capital City Trust
Florida
$10.1M – – –
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$10M +$678K +12,872 +7%
2 3
4
5 6

IGSB Hedge Fund Activity: Q3 2017 in Review

534 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2017, worth a combined $7.93B — up 3.6% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IGSB positions and 32 closed out — a net gain of 16 holders — while 196 added to existing stakes and 197 trimmed.

The largest buyer was BlackRock, adding an estimated $258M. The largest seller was Thomaspartners, cutting an estimated $157M.

  • 534 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2017, up from 524 in Q2 2017.
  • Funds reported $7.93B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 3.6% quarter-over-quarter.
  • 48 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 32 closed out, a net change of +16 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $258M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Thomaspartners, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2017.