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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
DIP
101
DT Investment Partners
Pennsylvania
$8.38M +$164K +3,154 +2%
GC
102
Gilbert & Cook
Iowa
$8.12M +$997K +19,162 +14%
DAM
103
Delta Asset Management
Tennessee
$7.99M +$35.5K +682 +0.4%
HighTower Advisors
104
HighTower Advisors
Illinois
$7.97M -$1.4M -26,934 -15%
AIP
105
ARS Investment Partners
New York
$7.92M +$1.09M +21,008 +16%
LWM
106
Lenox Wealth Management
Ohio
$7.8M -$1.23M -23,666 -14%
DCM
107
Dimension Capital Management
Florida
$7.75M -$2.35M -45,244 -23%
PI
108
PFS Investments
Georgia
$7.65M +$5.18M +99,564 +207%
GBT
109
Grove Bank & Trust
Florida
$7.59M -$71.1K -1,366 -0.9%
BTS
110
BB&T Securities
Virginia
$7.32M +$1.12M +21,448 +18%
NC
111
NewSquare Capital
Pennsylvania
$7.11M +$193K +3,718 +3%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$6.97M -$243K -4,670 -3%
MHS
113
M Holdings Securities
Oregon
$6.93M +$301K +5,792 +5%
JFA
114
Johanson Financial Advisors
California
$6.9M +$24.8K +476 +0.4%
HCM
115
Hollencrest Capital Management
California
$6.89M -$136K -2,612 -2%
WC
116
Whitney & Co
New York
$6.84M +$4.26M +81,958 +164%
AIMU
117
Allianz Investment Management US
Minnesota
$6.8M
GCA
118
Greenwood Capital Associates
South Carolina
$6.64M -$78.1K -1,502 -1%
AL
119
Aspiriant LLC
California
$6.59M +$6.61M +127,052 New
FAM
120
Foothills Asset Management
Arizona
$6.53M +$43.9K +844 +0.7%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$6.46M +$5.25M +100,928 +429%
JWM
122
Jackson Wealth Management
Florida
$6.44M +$375K +7,204 +6%
CMP
123
Courage Miller Partners
Virginia
$6.25M +$26.7K +514 +0.4%
HH
124
Hilltop Holdings
Texas
$6.19M +$1.45M +27,782 +30%
AAM
125
Autus Asset Management
Arizona
$6.18M -$68.6K -1,318 -1%

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.