IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

565 hedge funds and large institutions have $7.29B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 193 increasing their positions, 239 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-17
Holders Change %
-2.92%
% of All Funds
12.97%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.42%
New
45
Increased
193
Reduced
239
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$192M
2
BS
Banco Santander
Spain
+$100M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$36.5M
4
Morgan Stanley
Morgan Stanley
New York
+$24.5M
5
MMI
Matson Money Inc
Ohio
+$22.8M

Top Sellers

1
HCC
Hirtle Callaghan & Co
Pennsylvania
-$92.5M
2
T
Thomaspartners
Massachusetts
-$92.1M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$76.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$74.4M
5
BlackRock
BlackRock
New York
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
326
Cypress Wealth Advisors
California
$711K -$611K -11,764 -46%
FG
327
Fiduciary Group
Georgia
$711K – – –
NPP
328
New Potomac Partners
Maryland
$707K -$137K -2,640 -16%
CAM
329
Concorde Asset Management
Michigan
$704K +$150K +2,886 +27%
SCA
330
Snowden Capital Advisors
New York
$701K -$33.8K -652 -5%
DAS
331
Dynamic Advisor Solutions
Arizona
$691K +$273K +5,260 +65%
LFG
332
LifePlan Financial Group
Ohio
$671K +$27.8K +536 +4%
EWM
333
Empirical Wealth Management
Washington
$667K -$269K -5,186 -29%
AA
334
Ancora Advisors
Ohio
$653K -$18.6K -358 -3%
MSAM
335
Moloney Securities Asset Management
Missouri
$621K +$416K +8,024 +203%
UR
336
USCA RIA
Texas
$618K -$30.1K -580 -5%
DP
337
Dearborn Partners
Illinois
$616K +$20.8K +400 +3%
Cetera Investment Advisers
338
Cetera Investment Advisers
Illinois
$615K -$307K -5,908 -33%
NGA
339
Naples Global Advisors
Florida
$605K -$62.3K -1,200 -9%
SFM
340
Signet Financial Management
New Jersey
$603K -$197K -3,796 -25%
AR
341
Advisory Research
Illinois
$601K +$601K +11,580 New
Bessemer Group
342
Bessemer Group
New Jersey
$600K – – –
GAM
343
Gemmer Asset Management
California
$595K +$2.6K +50 +0.4%
MMA
344
Miracle Mile Advisors
California
$592K – – –
HIIFS
345
Harel Insurance Investments & Financial Services
Israel
$571K +$29.3K +566 +5%
EWF
346
Epstein & White Financial
California
$567K +$567K +10,944 New
AWA
347
ARS Wealth Advisors
Florida
$566K +$82K +1,580 +17%
EAM
348
Evanson Asset Management
California
$563K +$1.04K +20 +0.2%
CCM
349
Canal Capital Management
Virginia
$563K +$5.82K +112 +1%
CHAM
350
Clear Harbor Asset Management
Connecticut
$562K +$2.91K +56 +0.5%
12 13
14
15 16