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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
RG
351
Rathbones Group
United Kingdom
$741K +$6.29K +119 +0.9%
TCPWM
352
Traverso Chambers Private Wealth Management
California
$735K -$11.9K -225 -2%
PPP
353
Private Portfolio Partners
New Jersey
$734K +$726K +13,728 New
JLBC
354
J.L. Bainbridge & Co
Florida
$732K -$11.9K -225 -2%
AIM
355
Acropolis Investment Management
Missouri
$725K -$69K -1,305 -9%
IA
356
IFG Advisory
Georgia
$722K +$56.2K +1,063 +17%
SAS
357
Sage Advisory Services
Texas
$718K -$45.1M -852,568 -98%
BF
358
BOK Financial
Oklahoma
$714K -$119K -2,258 -14%
SJIC
359
St. James Investment Company
Texas
$714K -$15.6K -295 -2%
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$714K
OMC
361
Old Mission Capital
Illinois
$713K -$1.63M -30,884 -70%
BA
362
Boston Advisors
Massachusetts
$707K -$14.7K -278 -2%
CAM
363
Caprin Asset Management
Virginia
$707K -$1.06K -20 -0.2%
CWS
364
Cypress Wealth Services
California
$707K +$50.8K +960 +8%
FFS
365
Founders Financial Securities
Maryland
$706K +$72.2K +1,365 +12%
AAIM
366
Asset Advisors Investment Management
Georgia
$697K +$214K +4,050 +45%
PFA
367
Pettinga Financial Advisors
Indiana
$683K +$429K +8,111 +173%
CB
368
Community Bank
New York
$681K
VAS
369
Vestmark Advisory Solutions
Massachusetts
$680K -$132K -2,503 -16%
MAM
370
Meeder Asset Management
Ohio
$673K +$358K +6,763 +116%
JCM
371
Janney Capital Management
Pennsylvania
$672K -$684K -12,939 -51%
LPIC
372
LeJeune Puetz Investment Counsel
Michigan
$660K +$53K +1,002 +9%
HF
373
HRT Financial
New York
$650K +$643K +12,166 New
AA
374
Ancora Advisors
Ohio
$647K
RCA
375
Rowland Carmichael Advisors
Arizona
$634K

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.