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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
TL
401
TrueWealth LLC
Georgia
$505K -$13.8K -261 -3%
MMA
402
Miracle Mile Advisors
California
$499K
CAM
403
Covenant Asset Management
New Jersey
$492K
CAM
404
Cresset Asset Management
Illinois
$490K +$389K +7,363 +407%
BFM
405
Boston Financial Management
Massachusetts
$484K -$79.3K -1,500 -14%
CSM
406
CAMG Solamere Management
North Carolina
$484K
BBNA
407
Bremer Bank National Association
Minnesota
$481K
AWM
408
AllSquare Wealth Management
New York
$475K
GGI
409
Godsey & Gibb Inc
Virginia
$472K +$36.7K +695 +9%
FHA
410
First Horizon Advisors
Tennessee
$465K +$3.38K +64 +0.7%
CSA
411
Cottage Street Advisors
Massachusetts
$461K +$50.2K +950 +12%
AC
412
Alexandria Capital
Virginia
$457K -$264 -5 -0.1%
NAM
413
North American Management
Massachusetts
$455K -$476 -9 -0.1%
SCG
414
Sonata Capital Group
Washington
$452K
DP
415
Dearborn Partners
Illinois
$442K
HL
416
HeadInvest LLC
Maine
$435K
CTC
417
Central Trust Company
Missouri
$432K +$529 +10 +0.1%
F
418
F3Logic
Minnesota
$429K -$381K -7,206 -47%
DWT
419
Dorsey & Whitney Trust
South Dakota
$428K -$39.1K -740 -8%
EAM
420
Evanson Asset Management
California
$424K -$49.2K -931 -11%
CWM
421
Chesapeake Wealth Management
Virginia
$421K -$177K -3,349 -30%
SP
422
Symmetry Partners
Connecticut
$409K -$2.64K -50 -0.6%
CA
423
Crewe Advisors
Utah
$394K
AWA
424
ARS Wealth Advisors
Florida
$391K
TNB
425
Thomasville National Bank
Georgia
$388K

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.