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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
SI
26
Stephens Inc
Arkansas
$64.6M +$5.26M +99,434 +9%
UCFA
27
United Capital Financial Advisors
Texas
$57.6M +$12.5M +236,219 +28%
RJA
28
Raymond James & Associates
Florida
$50.9M -$414K -7,836 -0.8%
DWM
29
Destination Wealth Management
California
$49.2M +$1.9M +35,879 +4%
HTC
30
Haverford Trust Company
Pennsylvania
$45.2M +$1.36M +25,672 +3%
LPL Financial
31
LPL Financial
California
$42.1M +$2.98M +56,340 +8%
AFG
32
Arkansas Financial Group
Arkansas
$41.4M -$208K -3,926 -0.5%
Citigroup
33
Citigroup
New York
$39.9M -$2.38M -44,985 -6%
OCM
34
One Capital Management
California
$39.4M +$3.14M +59,350 +9%
AssetMark Inc
35
AssetMark Inc
California
$36.4M +$30.6M +578,587 +560%
DIP
36
DT Investment Partners
Pennsylvania
$33.9M +$1M +18,936 +3%
HNB
37
Huntington National Bank
Ohio
$31.9M
FG
38
Fiduciary Group
Georgia
$30.6M +$6.68M +126,270 +28%
FEG
39
Fund Evaluation Group
Ohio
$30.5M +$106 +2 +0%
DC
40
Davenport & Co
Virginia
$30.1M -$16.5K -313 -0.1%
JIR
41
James Investment Research
Ohio
$27.7M -$2.03M -38,332 -7%
EK
42
Evensky & Katz
Florida
$27.6M +$432K +8,170 +2%
AIM
43
Astor Investment Management
Illinois
$26.9M +$26.6M +502,315 +324,074%
SB
44
Suntrust Banks
Georgia
$26.5M +$646K +12,220 +3%
WC
45
Whitney & Co
New York
$23.7M +$76.5K +1,447 +0.3%
MM
46
Meridian Management
Arkansas
$23.6M -$81.3K -1,537 -0.3%
FM
47
Family Management
New York
$23.1M -$102K -1,938 -0.4%
PWPCM
48
Perella Weinberg Partners Capital Management
New York
$22.6M +$13.1M +247,916 +224%
GFPC
49
Global Financial Private Capital
Florida
$22.5M +$22M +416,618 +10,507%
CIC
50
Cutler Investment Counsel
Oregon
$22.2M -$595K -11,259 -3%

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.