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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

612 hedge funds and large institutions have $8.13B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 266 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+23
Holders Change %
+3.9%
% of All Funds
13.44%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.43%
New
65
Increased
266
Reduced
187
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
$179M
2
Jane Street
Jane Street
New York
$57.8M
3
Wells Fargo
Wells Fargo
California
$211M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$41.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$216M

Top Sellers

1
BlackRock
BlackRock
New York
$119M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$99.5M
3
HNB
Huntington National Bank
Ohio
$29.8M
4
AssetMark Inc
AssetMark Inc
California
$14.7M
5
MM
Meridian Management
Arkansas
$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
26
Summitry LLC
California
$66.1M +$549K +10,225 +0.8%
Jane Street
27
Jane Street
New York
$57.8M +$57.3M +1,066,868 +10,173%
DWM
28
Destination Wealth Management
California
$51M +$1.61M +30,019 +3%
HTC
29
Haverford Trust Company
Pennsylvania
$47M +$1.61M +29,943 +4%
PWPCM
30
Perella Weinberg Partners Capital Management
New York
$46M +$26.7M +498,276 +139%
LPL Financial
31
LPL Financial
California
$45.5M +$3.28M +61,178 +8%
OCM
32
One Capital Management
California
$42.7M +$3.17M +59,079 +8%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$41.9M +$36.5M +679,329 +667%
AFG
34
Arkansas Financial Group
Arkansas
$41.6M +$2.36K +44 +0%
RJA
35
Raymond James & Associates
Florida
$39.7M -$11.4M -211,963 -22%
UCFA
36
United Capital Financial Advisors
Texas
$38M -$19.9M -370,717 -34%
DIP
37
DT Investment Partners
Pennsylvania
$34.9M +$888K +16,540 +3%
Citigroup
38
Citigroup
New York
$34.5M -$5.59M -104,084 -14%
FG
39
Fiduciary Group
Georgia
$31.8M +$1.05M +19,535 +3%
FEG
40
Fund Evaluation Group
Ohio
$31.8M +$1.09M +20,264 +4%
HNB
41
Huntington National Bank
Ohio
$29.8M -$31.9M – –
DC
42
Davenport & Co
Virginia
$29.5M -$571K -10,685 -2%
AIM
43
Astor Investment Management
Illinois
$29.5M +$2.51M +46,726 +9%
EK
44
Evensky & Katz
Florida
$28M +$308K +5,733 +1%
SB
45
Suntrust Banks
Georgia
$26.4M -$144K -2,692 -0.5%
JIR
46
James Investment Research
Ohio
$25.8M -$2.1M -39,044 -8%
WC
47
Whitney & Co
New York
$25.4M +$1.71M +31,927 +7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$25M +$18.4M +342,329 +277%
SMFG
49
Sumitomo Mitsui Financial Group
Japan
$24.8M +$11.2M +209,089 +83%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$24.1M +$3.08M +57,451 +15%
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