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iShares 1-5 Year Investment Grade Corporate Bond ETF

589 hedge funds and large institutions have $7.86B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 232 increasing their positions, 187 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

24% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 187

14% more capital invested

Capital invested by funds: $6.92B → $7.86B (+$942M)

11% more funds holding in top 10

Funds holding in top 10: 5662 (+6)

2% more funds holding

Funds holding: 579589 (+10)

2.71% less ownership

Funds ownership: 69.33%66.62% (-2.7%)

Holders
589
Holders Change
+10
Holders Change %
+1.73%
% of All Funds
12.79%
Holding in Top 10
62
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.71%
% of All Funds
1.35%
New
61
Increased
232
Reduced
187
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
226
WhitTier Trust Company
Nevada
$2.27M -$15.5K -294 -0.7%
1IA
227
1834 Investment Advisors
Wisconsin
$2.24M +$65.9K +1,246 +3%
EGA
228
Eagle Global Advisors
Texas
$2.13M -$343K -6,480 -14%
BP
229
Ballentine Partners
Massachusetts
$2.12M
AF
230
Arrow Financial
New York
$2.11M -$447K -8,450 -18%
CCM
231
Coe Capital Management
Illinois
$2.09M +$359K +6,799 +21%
SCA
232
STALEY CAPITAL ADVISERS
Pennsylvania
$2.07M
SIA
233
Strategic Investment Advisors
Michigan
$2.05M +$2.03M +38,405 New
TWM
234
Torch Wealth Management
Ohio
$2.04M -$10.6K -200 -0.5%
MA
235
Mutual Advisors
Nebraska
$2.03M -$7.4K -140 -0.4%
AL
236
Aspiriant LLC
California
$2.01M +$393K +7,431 +25%
FHB
237
First Hawaiian Bank
Hawaii
$2.01M -$522K -9,878 -21%
AP
238
Advisors Preferred
Maryland
$2M -$240K -4,530 -11%
SAM
239
SP Asset Management
California
$1.98M +$1.95M +36,948 New
WB
240
WesBanco Bank
West Virginia
$1.97M
HSA
241
HBK Sorce Advisory
Pennsylvania
$1.93M -$53.7K -1,015 -3%
JIC
242
Johnson Investment Counsel
Ohio
$1.93M +$213K +4,022 +13%
IIC
243
Integrated Investment Consultants
Michigan
$1.88M -$206K -3,897 -10%
GCA
244
Gradient Capital Advisors
California
$1.87M +$203K +3,848 +12%
IFS
245
Ifrah Financial Services
Arkansas
$1.85M -$115K -2,183 -6%
EAM
246
Eagle Asset Management
Florida
$1.81M -$246K -4,652 -12%
AP
247
Atwood & Palmer
Missouri
$1.75M -$7.93K -150 -0.5%
EBSAM
248
Eubel Brady & Suttman Asset Management
Ohio
$1.75M -$414K -7,830 -19%
ASN
249
Advisory Services Network
Georgia
$1.7M +$336K +6,358 +25%
ONB
250
Old National Bancorp
Indiana
$1.7M -$566K -10,714 -25%

IGSB Hedge Fund Activity: Q2 2019 in Review

589 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2019, worth a combined $7.86B — up 14% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IGSB positions and 39 closed out — a net gain of 22 holders — while 232 added to existing stakes and 187 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $337M. The largest seller was BlackRock, cutting an estimated $304M.

  • 589 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2019, up from 579 in Q1 2019.
  • Funds reported $7.86B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 61 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2019 and 39 closed out, a net change of +22 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $337M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2019 was BlackRock, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2019.