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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

567 hedge funds and large institutions have $6.79B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 155 increasing their positions, 241 reducing their positions, and 43 closing their positions.

Holders
567
Holders Change
+32
Holders Change %
+5.98%
% of All Funds
12.65%
Holding in Top 10
61
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+10.91%
% of All Funds
1.36%
New
78
Increased
155
Reduced
241
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$178M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$121M
3
AFA
3
American Financial Advisors
Georgia
$31.8M
4
FG
4
Fiduciary Group
Georgia
$23.2M
5
TH
5
TCTC Holdings
Texas
$22.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$871M
2
HPC
2
HM Payson & Co
Maine
$1.26M
3
Bank of America
3
Bank of America
North Carolina
$311M
4
Wells Fargo
4
Wells Fargo
California
$128M
5
UCFA
5
United Capital Financial Advisors
Texas
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SAS
26
Sage Advisory Services
Texas
$44.6M 864,603 -93,937 -10%
LPL Financial
27
LPL Financial
California
$43.8M 847,791 +51,109 +6%
UCFA
28
United Capital Financial Advisors
Texas
$43.7M 845,677 -327,684 -28%
AFG
29
Arkansas Financial Group
Arkansas
$41.5M 804,594 -7,602 -0.9%
DWM
30
Destination Wealth Management
California
$39.8M 771,301 -148,038 -16%
HTC
31
Haverford Trust Company
Pennsylvania
$39.4M 762,775 -1,870 -0.2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$38.4M 743,387 +248,706 +50%
HNB
33
Huntington National Bank
Ohio
– – – –
Citigroup
34
Citigroup
New York
$36.7M 710,085 +128,075 +22%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$32.5M 628,888 +614 +0.1%
DIP
36
DT Investment Partners
Pennsylvania
$31.9M 616,873 -310,867 -34%
AFA
37
American Financial Advisors
Georgia
$31.8M 615,519 +615,519 New
OCM
38
One Capital Management
California
$31.1M 602,848 -20,980 -3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$29.7M 575,728 – –
DC
40
Davenport & Co
Virginia
$29.1M 564,356 -9,813 -2%
JIR
41
James Investment Research
Ohio
$28.6M 553,050 -169,063 -23%
SB
42
Suntrust Banks
Georgia
$27.8M 537,422 +60,772 +13%
EK
43
Evensky & Katz
Florida
$24.7M 238,284 – –
MM
44
Meridian Management
Arkansas
$24.5M 475,181 -23,838 -5%
FG
45
Fiduciary Group
Georgia
$23.2M 450,195 +438,015 +3,596%
TH
46
TCTC Holdings
Texas
$22.2M 430,366 +430,366 New
MG
47
Mather Group
Illinois
$22M 425,617 -16,629 -4%
CIC
48
Cutler Investment Counsel
Oregon
$21.9M 423,484 -20,644 -5%
CAG
49
Crestwood Advisors Group
Massachusetts
$21.7M 419,605 -77,566 -16%
AC
50
Allstate Corporation
Illinois
$21.6M 417,954 -178,997 -30%
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