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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
MLM
276
Mount Lucas Management
Pennsylvania
$1.34M +$96.9K +1,832 +8%
QFA
277
Quattro Financial Advisors
Texas
$1.29M +$1.27M +24,112 New
GW
278
GW & Wade
Massachusetts
$1.26M -$56.5K -1,069 -4%
MCM
279
Monument Capital Management
Virginia
$1.26M +$423K +7,993 +51%
CIA
280
Capital Investment Advisors
Georgia
$1.25M -$66.1K -1,250 -5%
CG
281
Colony Group
Massachusetts
$1.25M -$223K -4,219 -15%
PCG
282
Private Capital Group
Connecticut
$1.24M -$518K -9,798 -45%
AIM
283
Aspen Investment Management
Michigan
$1.21M
SCA
284
Stonebridge Capital Advisors
Minnesota
$1.19M -$123K -2,326 -9%
AI
285
Atria Investments
North Carolina
$1.18M +$514K +9,713 +79%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$53.1K +1,004 +5%
COI
287
Capital One Investing
Virginia
$1.18M +$295K +5,587 +34%
HCIA
288
Hochman Cole Investment Advisors
Illinois
$1.17M
PI
289
Parkside Investments
Illinois
$1.16M +$49.2K +930 +4%
BAAM
290
Baker Avenue Asset Management
California
$1.14M -$65.7K -1,242 -6%
RCAG
291
Rehmann Capital Advisory Group
Michigan
$1.14M +$3.54K +67 +0.3%
AP
292
Agilis Partners
Massachusetts
$1.14M -$39.2K -741 -3%
PAS
293
Partnervest Advisory Services
California
$1.13M -$17.9K -338 -2%
CWM
294
Calamos Wealth Management
Illinois
$1.13M -$140K -2,647 -11%
APC
295
Aspire Private Capital
North Carolina
$1.12M +$1.11M +20,988 New
FTS
296
Fifth Third Securities
Ohio
$1.11M +$1.1M +20,863 New
MIC
297
Meridian Investment Counsel
California
$1.11M -$47.6K -900 -4%
A
298
AdvicePeriod
California
$1.11M +$2.33K +44 +0.2%
WI
299
WrapManager Inc
California
$1.09M +$121K +2,294 +13%
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M -$88.8K -1,679 -8%

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.