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iShares 1-5 Year Investment Grade Corporate Bond ETF

583 hedge funds and large institutions have $7.55B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 185 increasing their positions, 229 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 44

9% more funds holding

Funds holding: 536583 (+47)

6% more funds holding in top 10

Funds holding in top 10: 6973 (+4)

5% less capital invested

Capital invested by funds: $7.94B → $7.55B (-$390M)

6.47% less ownership

Funds ownership: 138.76%132.29% (-6.5%)

19% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 229

Holders
583
Holders Change
+47
Holders Change %
+8.77%
% of All Funds
13.19%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.65%
New
94
Increased
185
Reduced
229
Closed
44
Calls
Puts
Net Calls
Net Calls Change

IGSB Hedge Fund Activity: Q4 2017 in Review

583 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2017, worth a combined $7.55B — down 4.9% from $7.94B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new IGSB positions and 44 closed out — a net gain of 50 holders — while 185 added to existing stakes and 229 trimmed.

The largest buyer was Liberty Mutual Group Asset Management, opening a new position worth an estimated $137M. The largest seller was BlackRock, cutting an estimated $285M.

  • 583 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2017, up from 536 in Q3 2017.
  • Funds reported $7.55B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2017, down 4.9% quarter-over-quarter.
  • 94 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2017 and 44 closed out, a net change of +50 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2017 was Liberty Mutual Group Asset Management, an estimated $137M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2017 was BlackRock, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2017.