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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
CA
476
Calton & Associates
Florida
$269K -$16.4K -310 -6%
EWM
477
Evermay Wealth Management
Virginia
$269K -$3.6K -68 -1%
SNT
478
Security National Trust
West Virginia
$269K
SSWM
479
Sheets Smith Wealth Management
North Carolina
$264K +$261K +4,939 New
Bank of Nova Scotia
480
Bank of Nova Scotia
Ontario, Canada
$261K -$2.01K -38 -0.8%
KF
481
Krilogy Financial
Missouri
$261K +$20K +378 +8%
CPIG
482
Chicago Partners Investment Group
Illinois
$261K +$259K +4,896 New
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$254K +$190K +3,598 +310%
WS
484
Wedbush Securities
California
$254K +$251K +4,746 New
CCM
485
Condor Capital Management
New Jersey
$247K -$82.7K -1,565 -25%
VCA
486
Verdence Capital Advisors
Maryland
$245K
NB
487
NBT Bank
New York
$239K
NCM
488
Novare Capital Management
North Carolina
$237K
PPSG
489
Princeton Portfolio Strategies Group
New Jersey
$232K
SIC
490
Sigma Investment Counselors
Michigan
$230K +$13.7K +260 +6%
CGFA
491
Colton Groome Financial Advisors
North Carolina
$228K +$226K +4,267 New
RT
492
Rockland Trust
Massachusetts
$227K -$1.39M -26,245 -86%
NPP
493
New Potomac Partners
Maryland
$227K -$48.1K -910 -18%
WP
494
WealthShield Partners
North Carolina
$225K
CWP
495
Capital Wealth Planning
Florida
$225K +$222K +4,201 New
ST
496
Sentinel Trust
Texas
$216K
BCA
497
Bay Colony Advisors
Massachusetts
$213K -$37.2K -703 -15%
EB
498
Eastern Bank
Massachusetts
$211K -$452K -8,558 -68%
CFC
499
Coyle Financial Counsel
Illinois
$211K
CAPTRUST Financial Advisors
500
CAPTRUST Financial Advisors
North Carolina
$209K +$92.4K +1,748 +81%

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.