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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
+$82.8M
2
Jane Street
Jane Street
New York
+$57.3M
3
Wells Fargo
Wells Fargo
California
+$38.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$271M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$106M
3
HNB
Huntington National Bank
Ohio
-$31.9M
4
AssetMark Inc
AssetMark Inc
California
-$21.9M
5
MM
Meridian Management
Arkansas
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
501
Round Table Services
New Jersey
$276K – – –
TPWA
502
TRUE Private Wealth Advisors
Oregon
$276K – – –
HW
503
Hancock Whitney
Mississippi
$272K -$53.7K -1,000 -16%
GWCM
504
Godshalk Welsh Capital Management
Pennsylvania
$272K – – –
VA
505
Valmark Advisers
Ohio
$268K +$268K +4,997 New
RCG
506
Ruggie Capital Group
Florida
$265K +$265K +4,930 New
Bank of Nova Scotia
507
Bank of Nova Scotia
Ontario, Canada
$261K -$1.13K -21 -0.4%
CAL
508
Capital Analysts LLC
Pennsylvania
$260K +$92.9K +1,734 +56%
CGL
509
Clarius Group LLC
Washington
$258K +$258K +4,807 New
WS
510
Wedbush Securities
California
$256K +$967 +18 +0.4%
FAIM
511
Financial Advocates Investment Management
Washington
$250K -$38.8K -721 -13%
CFA
512
Carroll Financial Associates
North Carolina
$247K -$50.9K -952 -17%
NB
513
NBT Bank
New York
$240K – – –
NCM
514
Novare Capital Management
North Carolina
$238K – – –
ACA
515
Atlas Capital Advisors
Wyoming
$235K +$235K +4,376 New
SF
516
Synovus Financial
Georgia
$234K +$23.7K +441 +11%
JF
517
JSF Financial
California
$234K +$30.1K +560 +15%
PPSG
518
Princeton Portfolio Strategies Group
New Jersey
$233K – – –
RT
519
Rockland Trust
Massachusetts
$228K – – –
NPP
520
New Potomac Partners
Maryland
$228K – – –
PWA
521
Physician Wealth Advisors
Utah
$228K +$228K +4,243 New
CWP
522
Capital Wealth Planning
Florida
$226K – – –
WP
523
WealthShield Partners
North Carolina
$226K – – –
V
524
Veritable
Delaware
$226K +$21.5K +400 +11%
SIC
525
Sigma Investment Counselors
Michigan
$225K -$6.44K -120 -3%
19 20
21
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