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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
BBA
451
BLB&B Advisors
Pennsylvania
$315K
CAN
452
Cetera Advisor Networks
California
$315K +$33.7K +638 +12%
HFS
453
Haverford Financial Services
Pennsylvania
$313K -$317 -6 -0.1%
OPA
454
Old Port Advisors
Maine
$309K -$31.5K -596 -9%
AR
455
Advisory Research
Illinois
$309K
HJA
456
Hugh Johnson Advisors
New York
$307K
SC
457
Stratford Consulting
Texas
$304K -$165K -3,121 -35%
ACP
458
Aviance Capital Partners
Florida
$302K -$155K -2,928 -34%
BAM
459
Barrett Asset Management
New York
$299K -$53.9K -1,020 -15%
TTWM
460
TCV Trust & Wealth Management
Virginia
$298K
CFA
461
Carroll Financial Associates
North Carolina
$297K +$529 +10 +0.2%
GWA
462
Guidant Wealth Advisors
Illinois
$296K +$1.27K +24 +0.4%
SCA
463
Stillwater Capital Advisors
Pennsylvania
$294K -$216K -4,082 -43%
ST
464
Spinnaker Trust
Maine
$291K
RMAM
465
Raab & Moskowitz Asset Management
New Jersey
$288K -$3.49K -66 -1%
EFSCE
466
Enterprise Financial Services Corp (EFSC)
Missouri
$288K
FAIM
467
Financial Advocates Investment Management
Washington
$287K +$35.9K +679 +14%
LFG
468
LifePlan Financial Group
Ohio
$286K -$17.7K -334 -6%
AW
469
ACG Wealth
Georgia
$286K +$79.3K +1,500 +39%
Lido Advisors
470
Lido Advisors
California
$285K +$283K +5,351 New
CAC
471
Certified Advisory Corp
Florida
$281K +$159 +3 +0.1%
TPWA
472
TRUE Private Wealth Advisors
Oregon
$275K
RTS
473
Round Table Services
New Jersey
$275K +$272K +5,146 New
GWCM
474
Godshalk Welsh Capital Management
Pennsylvania
$270K
PWS
475
Peloton Wealth Strategists
Indiana
$270K

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.