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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

578 hedge funds and large institutions have $6.92B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 220 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
12.53%
Holding in Top 10
56
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.2%
% of All Funds
1.21%
New
68
Increased
194
Reduced
220
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$257M
2
Ameriprise
Ameriprise
Minnesota
+$64.5M
3
UBS Group
UBS Group
Switzerland
+$48.3M
4
AC
Allstate Corporation
Illinois
+$39.9M
5
Bank of America
Bank of America
North Carolina
+$34.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$203M
2
AssetMark Inc
AssetMark Inc
California
-$141M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$101M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$75.6M
5
HNB
Huntington National Bank
Ohio
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
351
Rowland Carmichael Advisors
Arizona
$627K -$55.1K -1,042 -8%
FFS
352
Founders Financial Securities
Maryland
$626K +$29.8K +565 +5%
CNB
353
Camden National Bank
Maine
$624K – – –
UR
354
USCA RIA
Texas
$623K – – –
DIA
355
Dana Investment Advisors
Wisconsin
$621K +$621K +11,755 New
IA
356
IFG Advisory
Georgia
$615K +$105K +1,066 +21%
Bessemer Group
357
Bessemer Group
New Jersey
$611K – – –
LPIC
358
LeJeune Puetz Investment Counsel
Michigan
$600K – – –
CWM
359
Chesapeake Wealth Management
Virginia
$593K -$21.1K -400 -3%
PGAM
360
Princeton Global Asset Management
New Jersey
$590K +$69.2K +1,312 +13%
WCM
361
Windsor Capital Management
Arizona
$589K -$183K -3,456 -24%
CCA
362
Cobblestone Capital Advisors
New York
$576K +$8.19K +155 +1%
GAM
363
Gemmer Asset Management
California
$566K +$9.29K +177 +2%
BI
364
Bramshill Investments
Florida
$563K +$563K +10,652 New
BFM
365
Boston Financial Management
Massachusetts
$557K – – –
AF
366
Aldebaran Financial
$552K – – –
CHAM
367
Clear Harbor Asset Management
Connecticut
$529K -$64K -1,212 -11%
MRCM
368
M&R Capital Management
New Jersey
$528K – – –
FFBTD
369
First Financial Bank - Trust Division
Ohio
$518K -$687 -13 -0.1%
Jane Street
370
Jane Street
New York
$517K -$509K -9,648 -50%
TL
371
TrueWealth LLC
Georgia
$513K -$14.4K -272 -3%
CAGAS
372
Capital Advisory Group Advisory Services
Minnesota
$513K – – –
CCM
373
Canal Capital Management
Virginia
$510K +$2.43K +46 +0.5%
SCA
374
Stillwater Capital Advisors
Pennsylvania
$507K -$76.6K -1,450 -13%
IFWM
375
Institute for Wealth Management
Colorado
$506K +$506K +9,586 New
13 14
15
16 17