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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
FGAM
301
Financial Gravity Asset Management
Texas
$1.06M -$321K -6,069 -23%
Fisher Asset Management
302
Fisher Asset Management
Washington
$1.06M +$16.2K +306 +2%
SC
303
Scotia Capital
Ontario, Canada
$1.04M +$201K +3,810 +24%
RIA
304
Realta Investment Advisors
Delaware
$1.04M +$126K +2,385 +14%
NFG
305
Next Financial Group
Texas
$1.03M +$935K +17,693 +1,142%
FNBOSM
306
First National Bank of South Miami
Florida
$1.03M -$45.2K -854 -4%
SA
307
SL Advisors
New Jersey
$1.02M
WIC
308
Woodmont Investment Counsel
Tennessee
$999K -$27.5K -520 -3%
EWM
309
Empirical Wealth Management
Washington
$990K +$113K +2,134 +13%
BWA
310
BlueSky Wealth Advisors
North Carolina
$983K -$3.38K -64 -0.3%
HI
311
Horizon Investments
North Carolina
$983K +$75K +1,419 +8%
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$973K +$105K +1,985 +12%
BCI
313
Brinker Capital Investments
Pennsylvania
$968K +$472K +8,936 +97%
JWS
314
Juncture Wealth Strategies
Arizona
$967K -$62.8K -1,188 -6%
KP
315
Keel Point
Alabama
$962K +$952K +18,000 New
BMM
316
Berkshire Money Management
Massachusetts
$959K +$647K +12,241 +215%
FFN
317
Focus Financial Network
Minnesota
$952K +$7.61K +144 +0.8%
FPFS
318
First Personal Financial Services
North Carolina
$942K +$22.2K +419 +2%
VHAM
319
Van Hulzen Asset Management
California
$939K -$594K -11,244 -39%
BWM
320
Baystate Wealth Management
Massachusetts
$932K +$687 +13 +0.1%
DAS
321
Dynamic Advisor Solutions
Arizona
$927K +$232K +4,386 +34%
NGA
322
Naples Global Advisors
Florida
$927K +$873K +16,510 New
SFG
323
StrategIQ Financial Group
Indiana
$893K -$8.88K -168 -1%
AA
324
Alesco Advisors
New York
$889K +$37K +700 +4%
ATC
325
Argent Trust Co
Tennessee
$881K +$15.9K +300 +2%

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.