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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
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$106 +2 +0.1%
SIAP
527
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$87K +$370 +7 +0.4%
LWANC
528
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K +$687 +13 +0.8%
ARMC
529
American Research & Management Company
Massachusetts
$83K
GEA
530
Glen Eagle Advisors
New Jersey
$78K
PB
531
Pinnacle Bancorp
Nebraska
$74K +$106 +2 +0.1%
BAMG
532
Brand Asset Management Group
Missouri
$70K +$69.4K +1,313 New
CIAS
533
Capital Investment Advisory Services
North Carolina
$69K +$13.3K +252 +24%
TCM
534
TD Capital Management
Tennessee
$68K +$27.5K +520 +68%
AIM
535
Anchor Investment Management
South Carolina
$66.2K
First Manhattan
536
First Manhattan
New York
$66K
MIFH
537
Migdal Insurance & Financial Holdings
Israel
$62K
AIC
538
Archer Investment Corporation
Indiana
$56K
SBL
539
Sargent Bickham Lagudis
Colorado
$54K
TIM
540
Tortoise Investment Management
New York
$51K
TFS
541
TrustCore Financial Services
Tennessee
$50K +$49.8K +942 New
HS
542
Horan Securities
United States
$49K +$370 +7 +0.8%
IBOK
543
Independence Bank of Kentucky
Kentucky
$46K
FRA
544
Front Row Advisors
California
$44K
FEG
545
Financial Enhancement Group
Indiana
$43K +$42.1K +797 New
JPLA
546
Joseph P. Lucia & Associates
New York
$41K -$2.07M -39,231 -98%
QCIG
547
Quad-Cities Investment Group
Iowa
$41K +$106 +2 +0.3%
EDRH
548
Edmond de Rothschild Holding
Switzerland
$38K
JAM
549
JCIC Asset Management
Ontario, Canada
$38K
FANJ
550
Financial Architects (New Jersey)
New Jersey
$37K +$37K +700 New

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.