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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
LG
151
LaFleur & Godfrey
Michigan
$4.54M +$485K +9,320 +12%
IAA
152
Ironsides Asset Advisors
North Carolina
$4.49M -$2.58M -49,620 -36%
AG
153
Advisor Group
Arizona
$4.48M +$119K +2,284 +3%
ECM
154
Evergreen Capital Management
Washington
$4.43M -$974K -18,718 -18%
EBSAM
155
Eubel Brady & Suttman Asset Management
Ohio
$4.37M -$1.93M -37,082 -31%
SAS
156
Stelac Advisory Services
New York
$4.3M +$3.11M +59,790 +258%
PAG
157
Private Advisor Group
New Jersey
$4.26M +$1.94M +37,270 +83%
DIA
158
Denver Investment Advisors
Colorado
$4.17M -$419K -8,058 -9%
KA
159
Kovack Advisors
Florida
$4.03M -$800K -15,384 -17%
Betterment LLC
160
Betterment LLC
New York
$4.02M +$2.66M +51,212 +195%
AT
161
Arden Trust
Delaware
$3.98M -$118K -2,270 -3%
NI
162
NYL Investors
New York
$3.97M +$3.98M +76,462 New
EGA
163
Eagle Global Advisors
Texas
$3.96M -$236K -4,530 -6%
ADBIC
164
A.D. Beadell Investment Counsel
Wisconsin
$3.93M
PA
165
Pinnacle Associates
New York
$3.88M -$397K -7,638 -9%
CAAS
166
Capital Asset Advisory Services
Michigan
$3.84M -$379K -7,290 -9%
DSC
167
Duncker Streett & Co
Missouri
$3.8M +$941K +18,078 +33%
HJA
168
Hugh Johnson Advisors
New York
$3.76M -$29.7K -570 -0.8%
BFA
169
Beaumont Financial Advisors
Massachusetts
$3.75M +$216K +4,146 +6%
WCM
170
Wunderlich Capital Managemnt
Tennessee
$3.68M +$188K +3,618 +5%
EDRIA
171
Edmonds Duncan Registered Investment Advisors
Kansas
$3.55M +$134K +2,570 +4%
FWIA
172
Fort Washington Investment Advisors
Ohio
$3.48M -$5.66M -108,740 -62%
OIA
173
OneDigital Investment Advisors
Kansas
$3.47M -$77.3K -1,486 -2%
PP
174
PDS Planning
Ohio
$3.47M +$118K +2,270 +4%
CA
175
Cetera Advisors
Colorado
$3.41M -$61.5K -1,182 -2%

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.