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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

565 hedge funds and large institutions have $7.29B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 193 increasing their positions, 239 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
-17
Holders Change %
-2.92%
% of All Funds
12.97%
Holding in Top 10
62
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-15.07%
% of All Funds
1.42%
New
45
Increased
193
Reduced
239
Closed
57
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$192M
2
BS
Banco Santander
Spain
+$100M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$36.5M
4
Morgan Stanley
Morgan Stanley
New York
+$24.5M
5
MMI
Matson Money Inc
Ohio
+$22.8M

Top Sellers

1
HCC
Hirtle Callaghan & Co
Pennsylvania
-$92.5M
2
T
Thomaspartners
Massachusetts
-$92.1M
3
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$76.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$74.4M
5
BlackRock
BlackRock
New York
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
451
West Paces Advisors
Georgia
$240K -$228K -4,400 -49%
GWM
452
Geneos Wealth Management
Colorado
$240K +$4.87K +94 +2%
SBH
453
Segall Bryant & Hamill
Illinois
$239K +$239K +4,600 New
CPO
454
Cerity Partners OCIO
New York
$235K -$139K -2,680 -37%
LFAS
455
Level Four Advisory Services
Texas
$235K +$19.7K +380 +9%
PIA
456
Piedmont Investment Advisors
North Carolina
$232K +$232K +4,468 New
Chevy Chase Trust
457
Chevy Chase Trust
Maryland
$229K -$37.3K -718 -14%
GLA
458
Good Life Advisors
Pennsylvania
$226K -$6.84K -132 -3%
VCA
459
Verdence Capital Advisors
Maryland
$223K -$43K -826 -16%
PWS
460
Peloton Wealth Strategists
Indiana
$221K +$221K +4,258 New
SFP
461
Shepherd Financial Partners
Massachusetts
$218K +$5.92K +114 +3%
CFA
462
Carroll Financial Associates
North Carolina
$217K +$76.5K +1,476 +54%
FPS
463
Fieldpoint Private Securities
Connecticut
$215K +$163K +3,140 +314%
BWM
464
Baystate Wealth Management
Massachusetts
$212K -$49.7K -958 -19%
IC
465
Iconiq Capital
California
$212K – – –
CMBA
466
C.M. Bidwell & Associates
Hawaii
$208K – – –
NEPPG
467
New England Professional Planning Group
Rhode Island
$207K -$261K -5,058 -56%
BRWA
468
B. Riley Wealth Advisors
Florida
$206K +$623 +12 +0.3%
SF
469
Synovus Financial
Georgia
$205K -$7.58K -146 -4%
AIP
470
Ameritas Investment Partners
Nebraska
$204K -$9.38K -182 -4%
CFC
471
Coyle Financial Counsel
Illinois
$203K -$898K -17,270 -82%
PG
472
Patten Group
Tennessee
$203K – – –
SV
473
Sturgeon Ventures
United Kingdom
$203K +$203K +2,796 New
BI
474
Bramshill Investments
Florida
$190K +$2.08K +40 +1%
GRP
475
Global Retirement Partners
California
$188K +$6.83K +132 +4%
17 18
19
20 21