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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
PA
76
Probity Advisors
Texas
$12.6M -$2.11M -40,546 -14%
BFG
77
Beacon Financial Group
Texas
$12.3M +$1.72M +33,098 +16%
RFC
78
Regions Financial Corp
Alabama
$12M -$5.93M -113,962 -33%
CL
79
CPWM LLC
Washington
$11.8M +$21K +404 +0.2%
CCG
80
Cypress Capital Group
Florida
$11.8M -$2.25M -43,324 -16%
GC
81
Guggenheim Capital
Illinois
$11.8M +$474K +9,108 +4%
FCIM
82
Fairview Capital Investment Management
California
$11.7M -$161K -3,086 -1%
Mariner
83
Mariner
Kansas
$11.5M +$1.75M +33,648 +18%
OWP
84
Obermeyer Wealth Partners
Colorado
$10.8M +$9.77M +187,816 +903%
UB
85
UMB Bank
Missouri
$10.8M -$518K -9,948 -5%
PWM
86
Patriot Wealth Management
Texas
$10.8M -$3.04M -58,392 -22%
SBWM
87
Sunflower Bank Wealth Management
Arizona
$10.3M -$93.6K -1,800 -0.9%
AC
88
Allstate Corporation
Illinois
$10.2M -$2.8M -53,900 -22%
Deutsche Bank
89
Deutsche Bank
Germany
$9.64M +$2.96M +56,842 +44%
USAA
90
United Services Automobile Association
Texas
$9.63M -$14.1M -271,788 -59%
IDBONY
91
Israel Discount Bank of New York
New York
$9.25M +$3.91M +75,076 +73%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.98M +$2.64M +50,696 +41%
CFMC
93
Curbstone Financial Management Corp
New Hampshire
$8.94M +$4.3M +82,580 +92%
BMM
94
Buffington Mohr McNeal
Idaho
$8.88M +$16.1K +310 +0.2%
AC
95
Alley Company
Illinois
$8.69M +$670K +12,884 +8%
TNBTD
96
Trustmark National Bank Trust Department
Mississippi
$8.69M -$179K -3,434 -2%
T
97
Thomaspartners
Massachusetts
$8.61M -$92.3M -1,773,774 -91%
BWA
98
BDO Wealth Advisors
Florida
$8.56M +$24.5K +470 +0.3%
ERIM
99
Eagle Ridge Investment Management
Connecticut
$8.5M -$51.5K -990 -0.6%
CCT
100
Capital City Trust
Florida
$8.45M -$42.7K -820 -0.5%

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.