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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
BlackRock
1
BlackRock
New York
$1.12B +$258M +4,904,620 +30%
MMI
2
Matson Money Inc
Ohio
$613M +$25M +474,844 +4%
Bank of America
3
Bank of America
North Carolina
$461M -$4.07M -77,332 -0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$407M -$54.3M -1,030,190 -12%
UBS Group
5
UBS Group
Switzerland
$383M +$5.22M +99,142 +1%
Morgan Stanley
6
Morgan Stanley
New York
$331M -$7.49M -142,236 -2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$250M -$9.98M -189,376 -4%
Wells Fargo
8
Wells Fargo
California
$223M -$11.8M -224,100 -5%
SR
9
Swiss Re
Switzerland
$175M – – –
Members Trust
10
Members Trust
Florida
$144M +$7.36M +139,598 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$140M +$8.41M +159,554 +6%
Goldman Sachs
12
Goldman Sachs
New York
$134M -$2.94M -55,836 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$115M +$963K +18,272 +0.8%
MG
14
Mather Group
Illinois
$106M +$8.92M +169,222 +9%
KeyBank National Association
15
KeyBank National Association
Ohio
$96M -$2.95M -56,044 -3%
UCFA
16
United Capital Financial Advisors
Texas
$94M +$3.64M +69,078 +4%
T
17
Thomaspartners
Massachusetts
$86.9M -$157M -2,988,396 -64%
CFIA
18
Cantor Fitzgerald Investment Advisors
New York
$85.3M +$550K +10,440 +0.6%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$79.7M – – –
FT
20
Fiduciary Trust
Massachusetts
$74.5M -$21.9M -415,262 -23%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$71.9M -$153K -2,910 -0.2%
US Bancorp
22
US Bancorp
Minnesota
$67.9M +$10.6M +201,436 +19%
Stifel Financial
23
Stifel Financial
Missouri
$61.6M +$2.14M +40,578 +4%
HPC
24
HM Payson & Co
Maine
$59.8M +$1.94M +36,764 +3%
SL
25
Summitry LLC
California
$58.7M +$1.44M +27,320 +3%
1
2 3 4 5

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.