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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
WB
201
WesBanco Bank
West Virginia
$2.53M -$51.1K -982 -2%
WA
202
Winfield Associates
Ohio
$2.51M +$187K +3,600 +8%
SC
203
Scotia Capital
Ontario, Canada
$2.47M +$2.48M +47,638 New
HCIA
204
Hochman Cole Investment Advisors
Illinois
$2.42M -$122K -2,344 -5%
PP
205
Palladium Partners
Virginia
$2.42M -$353K -6,792 -13%
MA
206
MUFG Americas
New York
$2.38M -$272K -5,222 -10%
IFAM
207
Institutional & Family Asset Management
Colorado
$2.34M -$949K -18,246 -29%
SIA
208
SeaBridge Investment Advisors
New Jersey
$2.32M -$330K -6,340 -12%
IIC
209
Integrated Investment Consultants
Michigan
$2.29M +$2.29M +44,048 New
SG
210
Swarthmore Group
Pennsylvania
$2.28M +$395K +7,600 +21%
FNBT
211
FineMark National Bank & Trust
Florida
$2.19M +$463K +8,900 +27%
BCWM
212
Bartlett & Co Wealth Management
Ohio
$2.19M +$2.19M +42,126 New
BC
213
Bartlett & Co
Ohio
$2.19M -$117K -2,250 -5%
JAM
214
Jolley Asset Management
North Carolina
$2.17M +$2.18M +41,850 New
TSS
215
Two Sigma Securities
New York
$2.15M +$1.77M +34,104 +461%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$2.15M -$83.1K -1,598 -4%
JCM
217
Janney Capital Management
Pennsylvania
$2.11M +$1.2M +23,022 +130%
AssetMark Inc
218
AssetMark Inc
California
$2.09M -$7.51M -144,324 -78%
M&T Bank
219
M&T Bank
New York
$2.08M -$58.1K -1,116 -3%
GW
220
GW & Wade
Massachusetts
$2.07M -$1.13M -21,728 -35%
DADC
221
D.A. Davidson & Co
Montana
$2.07M -$1.29M -24,810 -38%
SGAM
222
Stephens Group Asset Management
Arkansas
$2.04M -$2.3M -44,294 -53%
MCP
223
Martin Capital Partners
Oregon
$2.04M +$173K +3,324 +9%
CS
224
Comerica Securities
Michigan
$2.04M +$373K +7,178 +22%
SCA
225
STALEY CAPITAL ADVISERS
Pennsylvania
$2.01M

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.