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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

534 hedge funds and large institutions have $7.93B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 197 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2% more funds holding

Funds holding: 524 → 534 (+10)

1.76% more ownership

Funds ownership: 136.99% → 138.75% (+1.8%)

1% more funds holding in top 10

Funds holding in top 10: 68 → 69 (+1)

4% more capital invested

Capital invested by funds: $7.65B → $7.93B (+$276M)

1% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 197

Holders
534
Holders Change
+10
Holders Change %
+1.91%
% of All Funds
13.31%
Holding in Top 10
69
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.47%
% of All Funds
1.72%
New
48
Increased
196
Reduced
197
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$258M
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$63.6M
3
OCM
One Capital Management
California
+$27.3M
4
MMI
Matson Money Inc
Ohio
+$25M
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$24.6M

Top Sellers

1
T
Thomaspartners
Massachusetts
-$157M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$54.3M
3
CAM
Caprin Asset Management
Virginia
-$24.6M
4
BCI
Brinker Capital Investments
Pennsylvania
-$24.5M
5
FT
Fiduciary Trust
Massachusetts
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
176
First Hawaiian Bank
Hawaii
$3.92M -$269K -5,104 -6%
KA
177
Kovack Advisors
Florida
$3.89M -$2.05M -38,976 -35%
B
178
Bailard
California
$3.83M +$12.1K +230 +0.3%
BFA
179
Beaumont Financial Advisors
Massachusetts
$3.59M -$77.9K -1,478 -2%
AF
180
Arrow Financial
New York
$3.56M -$135K -2,570 -4%
BUB
181
BBVA USA Bancshares
Texas
$3.56M +$1.34M +25,522 +61%
Comerica Bank
182
Comerica Bank
Texas
$3.55M -$412K -7,810 -10%
IFAM
183
Institutional & Family Asset Management
Colorado
$3.54M +$120K +2,278 +4%
SIC
184
Shoker Investment Counsel
Ohio
$3.5M -$81.1K -1,540 -2%
WTC
185
WhitTier Trust Company
Nevada
$3.5M -$29.2K -554 -0.8%
NYLIM
186
New York Life Investment Management
New York
$3.48M +$3.48M +66,076 New
WCM
187
Wunderlich Capital Managemnt
Tennessee
$3.46M +$23.4K +444 +0.7%
AI
188
Atria Investments
North Carolina
$3.45M -$757K -14,366 -18%
IA
189
IFP Advisors
Florida
$3.44M -$247K -4,688 -7%
EDRIA
190
Edmonds Duncan Registered Investment Advisors
Kansas
$3.41M +$3.42M +64,954 New
IWM
191
IHT Wealth Management
Illinois
$3.4M +$3M +56,888 +738%
ST
192
Smithfield Trust
Pennsylvania
$3.38M -$645K -12,234 -16%
RCAG
193
Rehmann Capital Advisory Group
Michigan
$3.37M -$6.32K -120 -0.2%
HCP
194
Holt Capital Partners
Texas
$3.31M +$50.4K +956 +2%
GW
195
GW & Wade
Massachusetts
$3.29M -$16.7K -316 -0.5%
SIC
196
Sigma Investment Counselors
Michigan
$3.27M -$72.5K -1,376 -2%
PP
197
Palladium Partners
Virginia
$3.19M -$1.33M -25,286 -29%
HCIA
198
Hochman Cole Investment Advisors
Illinois
$3.14M +$3.27K +62 +0.1%
TWM
199
Torch Wealth Management
Ohio
$3.08M -$79.4K -1,506 -3%
Millennium Management
200
Millennium Management
New York
$3.08M +$957K +18,166 +45%
6 7
8
9 10

IGSB Hedge Fund Activity: Q3 2017 in Review

534 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2017, worth a combined $7.93B — up 3.6% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IGSB positions and 32 closed out — a net gain of 16 holders — while 196 added to existing stakes and 197 trimmed.

The largest buyer was BlackRock, adding an estimated $258M. The largest seller was Thomaspartners, cutting an estimated $157M.

  • 534 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2017, up from 524 in Q2 2017.
  • Funds reported $7.93B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2017, up 3.6% quarter-over-quarter.
  • 48 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2017 and 32 closed out, a net change of +16 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2017 was BlackRock, an estimated $258M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2017 was Thomaspartners, an estimated $157M sold.

Based on aggregated 13F filings for Q3 2017.