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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
ST
76
Sabal Trust
Florida
$11.7M -$667K -12,859 -5%
CL
77
CPWM LLC
Washington
$11.6M -$53.2K -1,026 -0.5%
PA
78
Probity Advisors
Texas
$11.3M +$11.3M +217,147 New
UB
79
UMB Bank
Missouri
$11.2M +$687K +13,250 +7%
CHA
80
Cedar Hill Associates
Illinois
$11M -$968K -18,670 -8%
Mariner
81
Mariner
Kansas
$10.8M -$23.5K -454 -0.2%
EDRIA
82
Edmonds Duncan Registered Investment Advisors
Kansas
$10.7M +$7.06M +136,186 +193%
MML Investors Services
83
MML Investors Services
Massachusetts
$10.6M +$2.64M +50,855 +33%
AC
84
Alley Company
Illinois
$9.69M +$542K +10,448 +6%
BMM
85
Buffington Mohr McNeal
Idaho
$9.21M +$148K +2,853 +2%
FCIM
86
Fairview Capital Investment Management
California
$9.2M -$2.35M -45,329 -20%
PI
87
PFS Investments
Georgia
$8.91M -$915K -17,638 -9%
GC
88
Gilbert & Cook
Iowa
$8.85M +$262K +5,056 +3%
CCWA
89
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.82M -$2.69M -51,875 -23%
PWM
90
Patriot Wealth Management
Texas
$8.71M -$675K -13,024 -7%
SBWM
91
Sunflower Bank Wealth Management
Arizona
$8.67M -$1.34M -25,865 -13%
ERIM
92
Eagle Ridge Investment Management
Connecticut
$8.37M -$59.9K -1,155 -0.7%
BWA
93
BDO Wealth Advisors
Florida
$8.31M -$9.33K -180 -0.1%
WA
94
Wilshire Advisors
California
$8.16M +$2.52M +48,524 +45%
CCG
95
Cypress Capital Group
Florida
$8.13M -$846K -16,316 -9%
CFMC
96
Curbstone Financial Management Corp
New Hampshire
$8.05M -$596K -11,500 -7%
CSIA
97
Charles Schwab Investment Advisory
California
$7.93M -$142K -2,741 -2%
CCT
98
Capital City Trust
Florida
$7.92M -$319K -6,154 -4%
TNBTD
99
Trustmark National Bank Trust Department
Mississippi
$7.81M -$63.4K -1,223 -0.8%
DAM
100
Delta Asset Management
Tennessee
$7.73M -$172K -3,322 -2%

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.