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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
OIA
201
Optimum Investment Advisors
Illinois
$3.06M -$71.2K -1,352 -2%
SPIA
202
Steward Partners Investment Advisory
New York
$3.06M +$408K +7,736 +15%
DSC
203
Duncker Streett & Co
Missouri
$2.99M -$297K -5,638 -9%
VFA
204
Voya Financial Advisors
Connecticut
$2.98M +$212K +4,020 +8%
1IA
205
1834 Investment Advisors
Wisconsin
$2.96M -$113K -2,152 -4%
MA
206
MUFG Americas
New York
$2.89M -$225K -4,262 -7%
FAAS
207
First Allied Advisory Services
California
$2.85M -$39K -740 -1%
HK
208
Horizon Kinetics
New York
$2.84M – – –
AWS
209
AJ Wealth Strategies
New York
$2.81M +$1.24M +23,580 +79%
EB
210
Eastern Bank
Massachusetts
$2.79M +$158K +2,998 +6%
AP
211
Agilis Partners
Massachusetts
$2.76M -$100K -1,900 -3%
CWM
212
Calamos Wealth Management
Illinois
$2.73M -$102K -1,930 -4%
SFG
213
StrategIQ Financial Group
Indiana
$2.69M +$594K +11,274 +28%
SIA
214
SeaBridge Investment Advisors
New Jersey
$2.69M -$59.5K -1,130 -2%
DADC
215
D.A. Davidson & Co
Montana
$2.62M -$927K -17,592 -26%
WB
216
WesBanco Bank
West Virginia
$2.58M -$250K -4,746 -9%
WA
217
Winfield Associates
Ohio
$2.56M +$42.2K +800 +2%
GIA
218
Granite Investment Advisors
New Hampshire
$2.53M +$190K +3,606 +8%
AIA
219
Armor Investment Advisors
North Carolina
$2.45M -$142K -2,700 -5%
BC
220
Bartlett & Co
Ohio
$2.44M -$72.4K -1,374 -3%
BWAM
221
Boyd Watterson Asset Management
Ohio
$2.43M -$64.9K -1,232 -3%
M&T Bank
222
M&T Bank
New York
$2.36M +$79.5K +1,508 +3%
SFFS
223
Stonehage Fleming Financial Services
Jersey
$2.35M +$12.3K +234 +0.5%
IIC
224
Integrated Investment Consultants
Michigan
$2.33M – – –
BPC
225
Banque Pictet & Cie
Switzerland
$2.3M +$130K +2,474 +6%
7 8
9
10 11

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.