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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

612 hedge funds and large institutions have $8.13B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 266 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+23
Holders Change %
+3.9%
% of All Funds
13.44%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.43%
New
65
Increased
266
Reduced
187
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$82.8M
2
Jane Street
Jane Street
New York
+$57.3M
3
Wells Fargo
Wells Fargo
California
+$38.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$271M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$106M
3
HNB
Huntington National Bank
Ohio
-$31.9M
4
AssetMark Inc
AssetMark Inc
California
-$21.9M
5
MM
Meridian Management
Arkansas
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
301
Capital Investment Advisors
Georgia
$1.29M +$28.4K +529 +2%
AP
302
Atwood & Palmer
Missouri
$1.28M -$480K -8,936 -27%
GW
303
GW & Wade
Massachusetts
$1.27M +$2.68K +50 +0.2%
JSA
304
Jacobson & Schmitt Advisors
Wisconsin
$1.23M +$1.23M +22,979 New
Comerica Bank
305
Comerica Bank
Texas
$1.22M -$239K -4,446 -16%
OIA
306
Optimum Investment Advisors
Illinois
$1.22M +$464K +8,650 +61%
AIM
307
Aspen Investment Management
Michigan
$1.22M – – –
PFA
308
Pettinga Financial Advisors
Indiana
$1.2M +$511K +9,514 +74%
SCA
309
Stonebridge Capital Advisors
Minnesota
$1.19M +$912 +17 +0.1%
JCM
310
Janney Capital Management
Pennsylvania
$1.19M +$514K +9,571 +76%
GPC
311
Glacier Peak Capital
Washington
$1.19M +$1.19M +22,080 New
LWAC
312
Laurel Wealth Advisors (California)
California
$1.15M +$951K +17,711 +467%
HCIA
313
Hochman Cole Investment Advisors
Illinois
$1.15M -$30.5K -569 -3%
CWM
314
Calamos Wealth Management
Illinois
$1.14M +$107 +2 +0%
BRWM
315
B. Riley Wealth Management
Tennessee
$1.13M +$12.8K +238 +1%
PCG
316
Private Capital Group
Connecticut
$1.13M +$494K +9,198 +77%
COI
317
Capital One Investing
Virginia
$1.13M -$53.1K -991 -4%
PAS
318
Partnervest Advisory Services
California
$1.13M -$12.7K -236 -1%
APC
319
Aspire Private Capital
North Carolina
$1.12M -$1.93K -36 -0.2%
NFG
320
Next Financial Group
Texas
$1.12M +$88.3K +1,646 +9%
JWS
321
Juncture Wealth Strategies
Arizona
$1.1M +$132K +2,465 +14%
ATC
322
Argent Trust Co
Tennessee
$1.1M +$215K +4,000 +24%
WP
323
WealthSource Partners
California
$1.09M +$294K +5,486 +37%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$1.08M +$107K +1,988 +11%
MIC
325
Meridian Investment Counsel
California
$1.08M -$32.2K -600 -3%
11 12
13
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