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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
UR
376
USCA RIA
Texas
$631K
DIA
377
Dana Investment Advisors
Wisconsin
$622K -$6.61K -125 -1%
CB
378
Chemical Bank
Michigan
$621K +$148K +2,803 +32%
CNB
379
Camden National Bank
Maine
$607K -$24.7K -468 -4%
AFC
380
AFT Forsyth & Company
Florida
$598K +$151K +2,864 +34%
CCA
381
Cobblestone Capital Advisors
New York
$594K +$11.1K +210 +2%
FPS
382
Fieldpoint Private Securities
Connecticut
$589K -$191K -3,614 -25%
VCM
383
Vivaldi Capital Management
Illinois
$582K -$1.87M -35,346 -76%
FFBTD
384
First Financial Bank - Trust Division
Ohio
$575K +$50.9K +963 +10%
FLA
385
Financial Life Advisors
Texas
$574K +$66.1K +1,251 +13%
GAM
386
Gemmer Asset Management
California
$569K -$3.38K -64 -0.6%
BI
387
Bramshill Investments
Florida
$569K
IFWM
388
Institute for Wealth Management
Colorado
$568K +$54.7K +1,034 +11%
WCM
389
Windsor Capital Management
Arizona
$567K -$27.9K -528 -5%
FTUS
390
Flow Traders U.S.
New York
$567K +$561K +10,607 New
Jane Street
391
Jane Street
New York
$560K +$36.8K +696 +7%
AF
392
Aldebaran Financial
$558K
TSS
393
Two Sigma Securities
New York
$553K +$547K +10,349 New
BHWM
394
Bay Harbor Wealth Management
Maryland
$552K +$546K +10,321 New
BSW
395
Buckingham Strategic Wealth
Missouri
$547K -$720K -13,617 -57%
CHAM
396
Clear Harbor Asset Management
Connecticut
$535K
MRCM
397
M&R Capital Management
New Jersey
$534K
MIAN
398
Mariner Independent Advisor Network
Kansas
$534K +$530K +10,017 New
CAGAS
399
Capital Advisory Group Advisory Services
Minnesota
$519K
CAM
400
Concorde Asset Management
Michigan
$516K +$21.8K +412 +4%

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.