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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
ISL
251
Ingalls & Snyder LLC
New York
$1.69M
BCM
252
Bluefin Capital Management
New York
$1.68M +$1.66M +31,467 New
PP
253
Palladium Partners
Virginia
$1.67M +$31.7K +600 +2%
PEA
254
Pacific Edge Advisors
California
$1.66M -$2.59M -48,900 -61%
HIS
255
Horizon Investment Services
Indiana
$1.66M -$143K -2,698 -8%
FUBT
256
First United Bank & Trust
Maryland
$1.65M -$31.5K -595 -2%
KA
257
Kovack Advisors
Florida
$1.64M -$18.2K -344 -1%
SP
258
Sarasin & Partners
United Kingdom
$1.64M
FAAS
259
First Allied Advisory Services
California
$1.63M +$210K +3,967 +15%
FTIOP
260
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.63M +$1.61M +30,434 New
FBA
261
Front Barnett Associates
Illinois
$1.62M +$49.7K +940 +3%
KWA
262
KCS Wealth Advisory
California
$1.6M +$476 +9 +0%
BAM
263
Baldrige Asset Management
Pennsylvania
$1.59M +$1.48K +28 +0.1%
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$1.56M +$1.54M +29,192 New
IFAM
265
Institutional & Family Asset Management
Colorado
$1.55M -$113K -2,130 -7%
IP
266
Investment Partners
Ohio
$1.52M -$23.1K -436 -2%
RJT
267
Raymond James Trust
Florida
$1.52M -$58.5K -1,107 -4%
BWAM
268
Boyd Watterson Asset Management
Ohio
$1.5M -$256K -4,845 -15%
AWM
269
Avior Wealth Management
Nebraska
$1.47M +$167K +3,168 +13%
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$1.45M +$300K +5,674 +26%
Comerica Bank
271
Comerica Bank
Texas
$1.45M -$33.7K -637 -2%
NA
272
NewEdge Advisors
Louisiana
$1.43M +$81.7K +1,546 +6%
SPIA
273
Steward Partners Investment Advisory
New York
$1.4M -$183K -3,462 -12%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$1.4M -$591K -11,182 -30%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$1.36M +$85.7K +1,620 +7%

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.