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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
BAAM
126
Baker Avenue Asset Management
California
$6.18M +$622K +11,964 +11%
APA
127
American Portfolios Advisors
New York
$6.16M +$1.31M +25,206 +27%
KL
128
KWMG LLC
Kansas
$6.13M -$17.1K -328 -0.3%
WCM
129
Windsor Capital Management
Arizona
$5.7M -$1.58M -30,308 -22%
WA
130
Wilshire Advisors
California
$5.69M -$2.6K -50 -0%
BIA
131
Bigelow Investment Advisors
Maine
$5.64M +$182K +3,500 +3%
PBO
132
Peoples Bank (Ohio)
Ohio
$5.6M +$223K +4,286 +4%
NEPWA
133
New England Private Wealth Advisors
Massachusetts
$5.6M +$17K +326 +0.3%
HFS
134
HL Financial Services
Kentucky
$5.5M +$5.51M +106,002 New
CC
135
Courier Capital
New York
$5.43M -$623K -11,980 -10%
BAC
136
Boys Arnold & Co
North Carolina
$5.4M -$992K -19,066 -15%
WA
137
Wealthstar Advisors
Texas
$5.38M +$5.39M +103,580 New
Northern Trust
138
Northern Trust
Illinois
$5.35M +$8.04M +154,502 +2%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$5.21M -$1.12M -21,614 -18%
OC
140
Oppenheimer & Co
New York
$5.19M -$327K -6,286 -6%
OAM
141
Oppenheimer Asset Management
New York
$5.17M +$4.97M +95,540 +2,396%
IWC
142
Integrated Wealth Concepts
Massachusetts
$5.07M -$132K -2,532 -3%
BUB
143
BBVA USA Bancshares
Texas
$4.99M +$843K +16,200 +20%
BCA
144
Bray Capital Advisors
Florida
$4.99M -$242K -4,648 -5%
B
145
Bailard
California
$4.96M +$421K +8,100 +9%
TC
146
Telemus Capital
Michigan
$4.95M +$15.2K +292 +0.3%
VFA
147
Voya Financial Advisors
Connecticut
$4.92M +$2.27M +43,712 +85%
Comerica Bank
148
Comerica Bank
Texas
$4.92M -$141K -2,710 -3%
VHAM
149
Van Hulzen Asset Management
California
$4.79M -$1.18M -22,662 -20%
CTA
150
Chesley Taft & Associates
Illinois
$4.75M -$235K -4,510 -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.