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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
SCA
126
Stillwater Capital Advisors
Pennsylvania
$5.57M +$5.57M +107,508 New
BAC
127
Boys Arnold & Co
North Carolina
$5.45M +$192K +3,700 +4%
WA
128
Wealthstar Advisors
Texas
$5.32M -$46.4K -894 -0.9%
Lazard Asset Management
129
Lazard Asset Management
New York
$5.26M
IWC
130
Integrated Wealth Concepts
Massachusetts
$5.16M +$130K +2,502 +3%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$4.97M -$129K -2,493 -3%
BIA
132
Bigelow Investment Advisors
Maine
$4.83M -$226K -4,356 -4%
QFA
133
Quattro Financial Advisors
Texas
$4.79M +$4.81M +92,793 New
B
134
Bailard
California
$4.72M -$127K -2,455 -3%
HCM
135
Hollencrest Capital Management
California
$4.63M -$2.12M -40,808 -32%
OMC
136
Old Mission Capital
Illinois
$4.58M +$4.58M +88,343 New
First Trust Advisors
137
First Trust Advisors
Illinois
$4.2M +$1.4M +27,053 +50%
TC
138
Telemus Capital
Michigan
$4.13M -$1.04M -20,091 -20%
CA
139
Cetera Advisors
Colorado
$4.11M +$681K +13,139 +20%
LWM
140
Lenox Wealth Management
Ohio
$4.05M -$3.04M -58,567 -43%
USAA
141
United Services Automobile Association
Texas
$4M
ADBIC
142
A.D. Beadell Investment Counsel
Wisconsin
$3.91M
CTA
143
Chesley Taft & Associates
Illinois
$3.9M -$300K -5,790 -7%
AT
144
Arden Trust
Delaware
$3.9M -$118K -2,270 -3%
PP
145
PDS Planning
Ohio
$3.89M +$251K +4,850 +7%
LG
146
LaFleur & Godfrey
Michigan
$3.86M -$414K -7,975 -10%
FWIA
147
Fort Washington Investment Advisors
Ohio
$3.83M +$218K +4,196 +6%
HFS
148
HL Financial Services
Kentucky
$3.81M -$828K -15,965 -18%
SIC
149
Shoker Investment Counsel
Ohio
$3.81M +$1.23M +23,803 +48%
DSC
150
Duncker Streett & Co
Missouri
$3.79M +$104 +2 +0%

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.