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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

578 hedge funds and large institutions have $6.92B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 194 increasing their positions, 220 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
12.53%
Holding in Top 10
56
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.2%
% of All Funds
1.21%
New
68
Increased
194
Reduced
220
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$257M
2
Ameriprise
Ameriprise
Minnesota
+$64.5M
3
UBS Group
UBS Group
Switzerland
+$48.3M
4
AC
Allstate Corporation
Illinois
+$39.9M
5
Bank of America
Bank of America
North Carolina
+$34.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$203M
2
AssetMark Inc
AssetMark Inc
California
-$141M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$101M
4
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$75.6M
5
HNB
Huntington National Bank
Ohio
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
451
Enterprise Financial Services Corp (EFSC)
Missouri
$285K +$285K +5,400 New
CA
452
Calton & Associates
Florida
$282K +$422 +8 +0.1%
CAC
453
Certified Advisory Corp
Florida
$278K +$53 +1 +0%
CAN
454
Cetera Advisor Networks
California
$278K +$44K +824 +19%
NPP
455
New Potomac Partners
Maryland
$273K -$124K -2,340 -31%
TPWA
456
TRUE Private Wealth Advisors
Oregon
$272K – – –
EWM
457
Evermay Wealth Management
Virginia
$270K – – –
SVWA
458
Sound View Wealth Advisors
Georgia
$267K -$127K -2,408 -32%
GWCM
459
Godshalk Welsh Capital Management
Pennsylvania
$267K +$4.22K +80 +2%
PWS
460
Peloton Wealth Strategists
Indiana
$267K +$267K +5,051 New
SNT
461
Security National Trust
West Virginia
$266K – – –
Bank of Nova Scotia
462
Bank of Nova Scotia
Ontario, Canada
$260K +$260K +4,922 New
VCM
463
Virtue Capital Management
Tennessee
$258K +$13.7K +260 +6%
FAIM
464
Financial Advocates Investment Management
Washington
$248K -$678K -12,813 -73%
PFA
465
Pettinga Financial Advisors
Indiana
$247K +$247K +4,679 New
BCA
466
Bay Colony Advisors
Massachusetts
$247K +$247K +4,680 New
PA
467
Parallel Advisors
California
$245K -$37.6K -710 -13%
FMC
468
First Merchants Corp
Indiana
$243K -$190K -3,600 -44%
VCA
469
Verdence Capital Advisors
Maryland
$242K – – –
FHA
470
Flagship Harbor Advisors
Massachusetts
$241K -$3.47K -66 -1%
VWA
471
V Wealth Advisors
Kansas
$239K – – –
KF
472
Krilogy Financial
Missouri
$238K +$21.6K +409 +10%
NB
473
NBT Bank
New York
$237K – – –
NCM
474
Novare Capital Management
North Carolina
$234K -$10.6K -200 -4%
PPSG
475
Princeton Portfolio Strategies Group
New Jersey
$230K +$230K +4,350 New
17 18
19
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