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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
12.81%
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
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$340M
2
CSIA
Charles Schwab Investment Advisory
California
+$189M
3
Ameriprise
Ameriprise
Minnesota
+$134M
4
EWA
EP Wealth Advisors
California
+$96M
5
AC
Allstate Corporation
Illinois
+$82M

Top Sellers

1
BlackRock
BlackRock
New York
-$308M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$110M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$95.7M
4
SAS
Sage Advisory Services
Texas
-$45.6M
5
HNB
Huntington National Bank
Ohio
-$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$64.6M +$5.31M +99,434 +9%
UCFA
27
United Capital Financial Advisors
Texas
$57.6M +$12.6M +236,219 +28%
RJA
28
Raymond James & Associates
Florida
$50.9M -$419K -7,836 -0.8%
DWM
29
Destination Wealth Management
California
$49.2M +$1.92M +35,879 +4%
HTC
30
Haverford Trust Company
Pennsylvania
$45.2M +$1.37M +25,672 +3%
LPL Financial
31
LPL Financial
California
$42.1M +$3.01M +56,340 +8%
AFG
32
Arkansas Financial Group
Arkansas
$41.4M -$210K -3,926 -0.5%
Citigroup
33
Citigroup
New York
$39.9M -$2.4M -44,985 -6%
OCM
34
One Capital Management
California
$39.4M +$3.17M +59,350 +9%
AssetMark Inc
35
AssetMark Inc
California
$36.4M +$30.9M +578,587 +560%
DIP
36
DT Investment Partners
Pennsylvania
$33.9M +$1.01M +18,936 +3%
HNB
37
Huntington National Bank
Ohio
$31.9M -$30.4M – –
FG
38
Fiduciary Group
Georgia
$30.6M +$6.75M +126,270 +28%
FEG
39
Fund Evaluation Group
Ohio
$30.5M +$107 +2 +0%
DC
40
Davenport & Co
Virginia
$30.1M -$16.7K -313 -0.1%
JIR
41
James Investment Research
Ohio
$27.7M -$2.05M -38,332 -7%
EK
42
Evensky & Katz
Florida
$27.6M +$437K +8,170 +2%
AIM
43
Astor Investment Management
Illinois
$26.9M +$26.8M +502,315 +324,074%
SB
44
Suntrust Banks
Georgia
$26.5M +$653K +12,220 +3%
WC
45
Whitney & Co
New York
$23.7M +$77.3K +1,447 +0.3%
MM
46
Meridian Management
Arkansas
$23.6M -$82.1K -1,537 -0.3%
FM
47
Family Management
New York
$23.1M -$104K -1,938 -0.4%
PWPCM
48
Perella Weinberg Partners Capital Management
New York
$22.6M +$15.6M +247,916 +224%
GFPC
49
Global Financial Private Capital
Florida
$22.5M +$22.3M +416,618 +10,507%
CIC
50
Cutler Investment Counsel
Oregon
$22.2M -$602K -11,259 -3%
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