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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
WCM
151
Wunderlich Capital Managemnt
Tennessee
$3.79M +$82.8K +1,597 +2%
BFA
152
Beaumont Financial Advisors
Massachusetts
$3.75M +$216K +4,174 +6%
CAAS
153
Capital Asset Advisory Services
Michigan
$3.71M -$16.6K -320 -0.4%
PA
154
Pinnacle Associates
New York
$3.71M +$3.71M +71,504 New
VFA
155
Voya Financial Advisors
Connecticut
$3.66M -$1.21M -23,251 -25%
EGA
156
Eagle Global Advisors
Texas
$3.63M -$195K -3,760 -5%
HighTower Advisors
157
HighTower Advisors
Illinois
$3.6M +$13.3K +257 +0.4%
ECM
158
Evergreen Capital Management
Washington
$3.6M -$740K -14,272 -17%
Comerica Bank
159
Comerica Bank
Texas
$3.56M -$169K -3,266 -5%
IAA
160
Ironsides Asset Advisors
North Carolina
$3.52M -$402K -7,750 -10%
SBH
161
Segall Bryant & Hamill
Illinois
$3.51M -$906K -17,481 -21%
CC
162
Courier Capital
New York
$3.48M -$358K -6,900 -9%
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$3.46M -$4.62M -89,100 -57%
AIM
164
Acropolis Investment Management
Missouri
$3.43M +$2.23M +42,984 +186%
HCP
165
Holt Capital Partners
Texas
$3.31M
ONB
166
Old National Bancorp
Indiana
$3.2M -$9.75K -188 -0.3%
HJA
167
Hugh Johnson Advisors
New York
$3.1M -$187K -3,600 -6%
Betterment LLC
168
Betterment LLC
New York
$3.03M -$1.25M -24,141 -29%
IA
169
IFP Advisors
Florida
$2.93M -$75.5K -1,456 -3%
OIA
170
OneDigital Investment Advisors
Kansas
$2.91M -$604K -11,640 -17%
VHAM
171
Van Hulzen Asset Management
California
$2.9M -$554K -10,684 -16%
AWM
172
Aries Wealth Management
Maine
$2.88M
SGAM
173
Stephens Group Asset Management
Arkansas
$2.87M +$260K +5,013 +10%
GIA
174
Granite Investment Advisors
New Hampshire
$2.81M +$66.5K +1,283 +2%
HK
175
Horizon Kinetics
New York
$2.8M

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.