IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

567 hedge funds and large institutions have $6.79B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 155 increasing their positions, 241 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+32
Holders Change %
+5.98%
% of All Funds
12.65%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.36%
New
78
Increased
155
Reduced
241
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
376
WealthSource Partners
California
$458K +$2.22K +43 +0.5%
EAM
377
Evanson Asset Management
California
$456K +$52.2K +1,011 +13%
CAM
378
Concorde Asset Management
Michigan
$455K +$13.3K +257 +3%
LFG
379
LifePlan Financial Group
Ohio
$450K +$17.5K +338 +4%
CWA
380
Cypress Wealth Advisors
California
$442K -$141K -2,740 -24%
SCG
381
Sonata Capital Group
Washington
$436K
AC
382
Alexandria Capital
Virginia
$432K -$237K -4,597 -35%
DWT
383
Dorsey & Whitney Trust
South Dakota
$432K +$19.1K +370 +5%
AFC
384
AFT Forsyth & Company
Florida
$430K
FMC
385
First Merchants Corp
Indiana
$423K
CTC
386
Central Trust Company
Missouri
$423K +$160K +3,100 +61%
CCM
387
Condor Capital Management
New Jersey
$418K +$418K +8,085 New
OPA
388
Old Port Advisors
Maine
$415K +$415K +7,990 New
1832 Asset Management
389
1832 Asset Management
Ontario, Canada
$414K
FLA
390
Financial Life Advisors
Texas
$405K +$7.53K +146 +2%
SP
391
Symmetry Partners
Connecticut
$402K +$774 +15 +0.2%
CCM
392
Crabel Capital Management
California
$401K
CWM
393
Cabot Wealth Management
Massachusetts
$400K -$228K -4,422 -36%
BWM
394
Baystate Wealth Management
Massachusetts
$400K +$182K +3,504 +84%
WIM
395
Westside Investment Management
California
$398K +$305K +5,903 +328%
CSA
396
Cottage Street Advisors
Massachusetts
$397K +$397K +7,680 New
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$396K -$13.8K -268 -3%
CIBC World Market
398
CIBC World Market
Ontario, Canada
$393K -$45.6K -882 -10%
NPP
399
New Potomac Partners
Maryland
$387K -$64K -1,240 -14%
CSIC
400
Clifford Swan Investment Counsel
California
$387K