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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 %
BBNA
426
Bremer Bank National Association
Minnesota
$483K – – –
AWM
427
AllSquare Wealth Management
New York
$477K – – –
CSM
428
CAMG Solamere Management
North Carolina
$474K -$13.4K -250 -3%
MMA
429
Miracle Mile Advisors
California
$469K -$32.6K -608 -7%
AF
430
Aldebaran Financial
$464K -$96.6K -1,800 -17%
CSA
431
Cottage Street Advisors
Massachusetts
$463K – – –
SWM
432
SeaCrest Wealth Management
New York
$463K +$463K +8,630 New
VHAM
433
Van Hulzen Asset Management
California
$462K -$482K -8,965 -51%
NAM
434
North American Management
Massachusetts
$461K +$3.65K +68 +0.8%
CNB
435
Camden National Bank
Maine
$460K -$149K -2,772 -24%
CAM
436
Covenant Asset Management
New Jersey
$459K -$34.9K -650 -7%
LTI
437
Laffer Tengler Investments
Tennessee
$451K +$107K +2,001 +31%
FHA
438
First Horizon Advisors
Tennessee
$448K -$20K -373 -4%
DP
439
Dearborn Partners
Illinois
$441K -$3.06K -57 -0.7%
AC
440
Alexandria Capital
Virginia
$439K -$20.1K -375 -4%
BAM
441
Barrett Asset Management
New York
$437K +$137K +2,550 +46%
CTC
442
Central Trust Company
Missouri
$435K -$537 -10 -0.1%
AA
443
Ancora Advisors
Ohio
$431K -$218K -4,068 -34%
DWT
444
Dorsey & Whitney Trust
South Dakota
$429K – – –
APSP
445
Asset Planning Services (Pennsylvania)
Pennsylvania
$429K +$429K +8,000 New
EAM
446
Evanson Asset Management
California
$427K +$1.82K +34 +0.4%
IFAM
447
Institutional & Family Asset Management
Colorado
$426K -$1.13M -21,022 -73%
PHS
448
Pekin Hardy Strauss
Illinois
$423K +$64.4K +1,200 +18%
AWA
449
ARS Wealth Advisors
Florida
$393K – – –
CWM
450
Cabot Wealth Management
Massachusetts
$392K +$6.44K +120 +2%
16 17
18
19 20