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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 %
WI
351
WrapManager Inc
California
$881K -$213K -3,965 -19%
EWM
352
Empirical Wealth Management
Washington
$880K -$115K -2,134 -12%
VAG
353
VisionPoint Advisory Group
Texas
$865K -$17.2K -320 -2%
PGAM
354
Princeton Global Asset Management
New Jersey
$863K +$103K +1,914 +14%
SWA
355
Sutton Wealth Advisors
Florida
$855K -$21.5K -401 -2%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$853K – – –
MIH
357
Meitav Investment House
Israel
$828K +$828K +15,445 New
MA
358
MUFG Americas
New York
$825K +$5.64K +105 +0.7%
SPC
359
Sigma Planning Corp
Michigan
$824K +$72.1K +1,343 +10%
FGAM
360
Financial Gravity Asset Management
Texas
$816K -$256K -4,812 -24%
PWMAG
361
Pinnacle Wealth Management Advisory Group
New Jersey
$814K -$24.5K -457 -3%
SFFS
362
Stonehage Fleming Financial Services
Jersey
$804K +$804K +14,984 New
WIA
363
Wealthstreet Investment Advisors
Texas
$797K +$21.5K +400 +3%
RIA
364
Realta Investment Advisors
Delaware
$793K -$259K -4,819 -25%
SI
365
Shaker Investments
Ohio
$771K -$9.98K -186 -1%
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$771K +$17.9K +333 +2%
GIM
367
Goelzer Investment Management
Indiana
$771K +$771K +14,368 New
CCA
368
Catalyst Capital Advisors
New York
$770K – – –
KPW
369
Kore Private Wealth
New York
$744K – – –
TCPWM
370
Traverso Chambers Private Wealth Management
California
$740K – – –
BA
371
Boston Advisors
Massachusetts
$740K +$30.4K +566 +4%
SAS
372
Sage Advisory Services
Texas
$739K +$18.1K +337 +3%
FFS
373
Founders Financial Securities
Maryland
$736K +$26.4K +491 +4%
PA
374
Parallel Advisors
California
$733K -$145K -2,701 -17%
SWP
375
Stratos Wealth Partners
Ohio
$733K -$13.7K -256 -2%
13 14
15
16 17