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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

582 hedge funds and large institutions have $7.54B 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, 228 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 43

9% more funds holding

Funds holding: 534 → 582 (+48)

6% more funds holding in top 10

Funds holding in top 10: 69 → 73 (+4)

5% less capital invested

Capital invested by funds: $7.93B → $7.54B (-$392M)

6.46% less ownership

Funds ownership: 138.75% → 132.29% (-6.5%)

19% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 228

Holders
582
Holders Change
+48
Holders Change %
+8.99%
% of All Funds
13.2%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.66%
New
94
Increased
185
Reduced
228
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$137M
2
Stifel Financial
Stifel Financial
Missouri
+$32.4M
3
MMI
Matson Money Inc
Ohio
+$31.5M
4
SFG
Sage Financial Group
Pennsylvania
+$18.2M
5
Wells Fargo
Wells Fargo
California
+$16.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$285M
2
Goldman Sachs
Goldman Sachs
New York
-$79.3M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$63.2M
4
RIG
RiverFront Investment Group
Virginia
-$47.2M
5
UBS Group
UBS Group
Switzerland
-$41.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$829M -$285M -5,431,220 -26%
MMI
2
Matson Money Inc
Ohio
$640M +$31.5M +599,870 +5%
Bank of America
3
Bank of America
North Carolina
$428M -$29.5M -561,516 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$411M +$6.93M +132,062 +2%
UBS Group
5
UBS Group
Switzerland
$339M -$41.1M -783,022 -11%
Morgan Stanley
6
Morgan Stanley
New York
$325M -$3.8M -72,434 -1%
Wells Fargo
7
Wells Fargo
California
$237M +$16.2M +308,818 +7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$235M -$12.6M -239,734 -5%
SR
9
Swiss Re
Switzerland
$173M – – –
Members Trust
10
Members Trust
Florida
$146M +$3.26M +62,072 +2%
LMGAM
11
Liberty Mutual Group Asset Management
Massachusetts
$137M +$137M +2,614,494 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$133M -$6.34M -120,834 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$123M +$8.92M +170,076 +8%
MG
14
Mather Group
Illinois
$113M +$8.25M +157,200 +8%
T
15
Thomaspartners
Massachusetts
$101M +$15.2M +290,602 +18%
KeyBank National Association
16
KeyBank National Association
Ohio
$96.1M +$791K +15,074 +0.8%
UCFA
17
United Capital Financial Advisors
Texas
$94.1M +$837K +15,962 +0.9%
Stifel Financial
18
Stifel Financial
Missouri
$93.4M +$32.4M +616,736 +53%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$92.5M – – –
US Bancorp
20
US Bancorp
Minnesota
$80.6M +$13.2M +252,400 +20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$77.8M +$6.4M +121,986 +9%
CFIA
22
Cantor Fitzgerald Investment Advisors
New York
$77.2M -$7.46M -142,160 -9%
HPC
23
HM Payson & Co
Maine
$62.4M +$3.1M +59,122 +5%
FT
24
Fiduciary Trust
Massachusetts
$61.4M -$12.7M -241,466 -17%
SL
25
Summitry LLC
California
$59.2M +$935K +17,826 +2%
1
2 3 4 5

IGSB Hedge Fund Activity: Q4 2017 in Review

582 of the 4,409 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 $7.54B — down 4.9% from $7.93B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new IGSB positions and 43 closed out — a net gain of 51 holders — while 185 added to existing stakes and 228 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.

  • 582 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2017, up from 534 in Q3 2017.
  • Funds reported $7.54B 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 43 closed out, a net change of +51 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.