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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 %
AP
326
Agilis Partners
Massachusetts
$1.08M -$63.8K -1,188 -6%
BAAM
327
Baker Avenue Asset Management
California
$1.06M -$82K -1,529 -7%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$1.06M +$795K +14,803 +300%
IP
329
Investment Partners
Ohio
$1.06M -$471K -8,769 -31%
SWM
330
Stockman Wealth Management
Montana
$1.05M +$1.05M +19,608 New
AA
331
Alesco Advisors
New York
$1.03M +$134K +2,500 +15%
FNBOSM
332
First National Bank of South Miami
Florida
$1.03M -$10.8K -200 -1%
SA
333
SL Advisors
New Jersey
$1.02M – – –
HI
334
Horizon Investments
North Carolina
$1M +$21.4K +401 +2%
WSTAM
335
Wilbanks Smith & Thomas Asset Management
Virginia
$1M -$89.2K -1,663 -8%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$1M -$182K -3,388 -15%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$996K +$143K +2,674 +17%
Natixis Advisors
338
Natixis Advisors
Massachusetts
$994K +$994K +18,525 New
WIC
339
Woodmont Investment Counsel
Tennessee
$993K -$9.87K -184 -1%
BWA
340
BlueSky Wealth Advisors
North Carolina
$988K -$1.18K -22 -0.1%
DAS
341
Dynamic Advisor Solutions
Arizona
$980K +$49.1K +915 +5%
FFN
342
Focus Financial Network
Minnesota
$972K +$16K +299 +2%
BMM
343
Berkshire Money Management
Massachusetts
$963K – – –
Fisher Asset Management
344
Fisher Asset Management
Washington
$961K -$106K -1,983 -10%
BWM
345
Baystate Wealth Management
Massachusetts
$953K +$15K +279 +2%
BF
346
BOK Financial
Oklahoma
$912K +$195K +3,643 +27%
1832 Asset Management
347
1832 Asset Management
Ontario, Canada
$901K +$67.2K +1,250 +8%
A
348
AdvicePeriod
California
$897K -$214K -3,979 -19%
MAM
349
Meeder Asset Management
Ohio
$895K +$220K +4,092 +32%
GT
350
Glenview Trust
Kentucky
$885K +$5.1K +95 +0.6%
12 13
14
15 16