We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

472 hedge funds and large institutions have $7.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 175 increasing their positions, 190 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

3% more funds holding

Funds holding: 458472 (+14)

1.2% more ownership

Funds ownership: 136.99%138.19% (+1.2%)

2% more capital invested

Capital invested by funds: $7.14B → $7.3B (+$158M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

8% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 190

Holders
472
Holders Change
+14
Holders Change %
+3.06%
% of All Funds
12.6%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.95%
New
42
Increased
175
Reduced
190
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
476
SG Americas Securities
New York
-$22.7M -431,564 Closed
CAG
477
Crestwood Advisors Group
Massachusetts
-$21.5M -408,222 Closed
AIG
478
American International Group
New York
-$13.4M -253,686 Closed
BWFA
479
Baltimore-Washington Financial Advisors
Maryland
-$6.42M -121,832 Closed
SPWA
480
SteelBridge Private Wealth Advisors
Florida
-$849K -16,100 Closed
Wellington Management Group
481
Wellington Management Group
Massachusetts
-$643K -12,200 Closed
OA
482
Oxbow Advisors
Texas
-$415K -7,878 Closed
YMRC
483
Yorktown Management & Research Company
Virginia
-$374K -7,100 Closed
ACM
484
Arlington Capital Management
Illinois
-$342K -6,490 Closed
MBT
485
Monroe Bank & Trust
Michigan
-$261K -4,950 Closed
WCM
486
Wealthcare Capital Management
Virginia
-$228K -4,326 Closed
MPAM
487
Murphy Pohlad Asset Management
Minnesota
-$224K -4,250 Closed
SWP
488
Stratos Wealth Partners
Ohio
-$210K -3,982 Closed
HFS
489
Haverford Financial Services
Pennsylvania
-$204K -3,866 Closed
CAPTRUST Financial Advisors
490
CAPTRUST Financial Advisors
North Carolina
-$159K -3,018 Closed
DBT
491
Dubuque Bank & Trust
Iowa
-$145K -2,760 Closed
FAM
492
Formidable Asset Management
Ohio
-$136K -2,580 Closed
SMG
493
Spectrum Management Group
Indiana
-$111K -2,100 Closed
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
-$10K -198 Closed
UFA
495
US Financial Advisors
Massachusetts
-$8K -158 Closed
RWA
496
Ropes Wealth Advisors
Massachusetts
-$7K -130 Closed
MFT
497
Moisand Fitzgerald Tamayo
Florida
-$6K -108 Closed
VIA
498
Vantage Investment Advisors
Pennsylvania
+$317 +6 New