IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

578 hedge funds and large institutions have $6.92B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 220 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
12.53%
Holding in Top 10
56
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.2%
% of All Funds
1.21%
New
68
Increased
194
Reduced
220
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$257M
2
Ameriprise
Ameriprise
Minnesota
+$64.5M
3
UBS Group
UBS Group
Switzerland
+$48.3M
4
AC
Allstate Corporation
Illinois
+$39.9M
5
Bank of America
Bank of America
North Carolina
+$34.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$203M
2
AssetMark Inc
AssetMark Inc
California
-$141M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$101M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$75.6M
5
HNB
Huntington National Bank
Ohio
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLM
276
Mount Lucas Management
Pennsylvania
$1.23M -$117K -2,207 -9%
AIM
277
Aspen Investment Management
Michigan
$1.2M – – –
BAAM
278
Baker Avenue Asset Management
California
$1.19M -$5.9M -111,694 -83%
PSUF
279
People's United Financial
Connecticut
$1.19M +$107K +2,021 +10%
LNWWM
280
Laird Norton Wetherby Wealth Management
California
$1.19M +$1.19M +22,476 New
WSTAM
281
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M -$19.7K -372 -2%
AP
282
Agilis Partners
Massachusetts
$1.16M -$79K -1,495 -6%
HCIA
283
Hochman Cole Investment Advisors
Illinois
$1.16M -$20.1K -381 -2%
PCG
284
Private Capital Group
Connecticut
$1.15M -$71.2K -1,347 -6%
MIC
285
Meridian Investment Counsel
California
$1.14M -$346K -6,542 -23%
PAS
286
Partnervest Advisory Services
California
$1.14M -$121K -2,286 -10%
Kayne Anderson Rudnick Investment Management
287
Kayne Anderson Rudnick Investment Management
California
$1.13M +$167K +3,169 +17%
RCAG
288
Rehmann Capital Advisory Group
Michigan
$1.12M +$1.09M +20,658 +3,676%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$450K +8,517 +68%
PI
290
Parkside Investments
Illinois
$1.09M +$223K +4,215 +26%
A
291
AdvicePeriod
California
$1.09M -$112K -2,114 -9%
FNBOSM
292
First National Bank of South Miami
Florida
$1.06M – – –
CIC
293
Carnegie Investment Counsel
Ohio
$1.04M -$702K -13,290 -40%
Fisher Asset Management
294
Fisher Asset Management
Washington
$1.03M -$55.1K -1,043 -5%
JWS
295
Juncture Wealth Strategies
Arizona
$1.02M -$169K -3,193 -14%
WIC
296
Woodmont Investment Counsel
Tennessee
$1.02M +$29.3K +554 +3%
SA
297
SL Advisors
New Jersey
$1M – – –
PGFC
298
Peapack-Gladstone Financial Corp
New Jersey
$998K -$141K -2,668 -12%
PAS
299
Park Avenue Securities
New York
$990K +$990K +18,836 New
KFGK
300
Keystone Financial Group (Kentucky)
Kentucky
$986K -$345K -6,539 -26%
10 11
12
13 14