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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 %
DIA
376
Dana Investment Advisors
Wisconsin
$722K +$97.7K +1,819 +16%
RG
377
Rathbones Group
United Kingdom
$719K -$24.7K -460 -3%
JFGIW
378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$717K – – –
CAM
379
Caprin Asset Management
Virginia
$710K -$2.42K -45 -0.3%
CWS
380
Cypress Wealth Services
California
$710K – – –
GGI
381
Godsey & Gibb Inc
Virginia
$698K +$224K +4,179 +47%
FLA
382
Financial Life Advisors
Texas
$689K +$112K +2,091 +19%
MIAN
383
Mariner Independent Advisor Network
Kansas
$689K +$151K +2,822 +28%
JLBC
384
J.L. Bainbridge & Co
Florida
$685K -$50.2K -936 -7%
CB
385
Community Bank
New York
$682K -$1.66K -31 -0.2%
SJIC
386
St. James Investment Company
Texas
$673K -$44K -820 -6%
LPIC
387
LeJeune Puetz Investment Counsel
Michigan
$667K +$4.45K +83 +0.7%
RCA
388
Rowland Carmichael Advisors
Arizona
$637K – – –
UR
389
USCA RIA
Texas
$634K – – –
TNB
390
TCF National Bank
South Dakota
$634K +$634K +11,823 New
PI
391
Parkside Investments
Illinois
$625K -$536K -10,000 -46%
CHAM
392
Clear Harbor Asset Management
Connecticut
$619K +$81.7K +1,524 +15%
CCA
393
Cobblestone Capital Advisors
New York
$593K -$4.03K -75 -0.7%
PFM
394
Phillips Financial Management
Indiana
$592K +$592K +11,035 New
GAM
395
Gemmer Asset Management
California
$585K +$10.1K +189 +2%
AIM
396
Acropolis Investment Management
Missouri
$578K -$150K -2,800 -21%
BAM
397
Belpointe Asset Management
Nevada
$577K +$577K +10,754 New
BI
398
Bramshill Investments
Florida
$572K – – –
IFWM
399
Institute for Wealth Management
Colorado
$570K – – –
CAN
400
Cetera Advisor Networks
California
$567K +$254K +4,727 +81%
14 15
16
17 18