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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
+$228K

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$243M
2
Goldman Sachs
Goldman Sachs
New York
$323M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M
4
Morgan Stanley
Morgan Stanley
New York
$406M
5
SI
Stephens Inc
Arkansas
$52.8M

Top Sellers

1
HCC
Hirtle Callaghan & Co
Pennsylvania
$98.8M
2
BS
Banco Santander
Spain
$18.3M
3
MG
Mather Group
Illinois
$46.7M
4
UBS Group
UBS Group
Switzerland
$276M
5
HNB
Huntington National Bank
Ohio
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJA
551
C-J Advisory
California
$2K – – –
NA
552
NewEdge Advisors
Louisiana
$1.54K +$220 +4,260 +17%
FRA
553
Front Row Advisors
California
$45 – +2 +0.2%
GA
554
Gateway Advisory
New Jersey
– -$34.2M -658,048 Closed
WI
555
WBI Investments
New Jersey
– -$21.3M -410,100 Closed
PWPCM
556
Perella Weinberg Partners Capital Management
New York
– -$14.9M -287,078 Closed
PA
557
Probity Advisors
Texas
– -$12.6M -242,148 Closed
AIP
558
ARS Investment Partners
New York
– -$7.92M -152,618 Closed
AIMU
559
Allianz Investment Management US
Minnesota
– -$6.8M -130,940 Closed
Susquehanna International Group
560
Susquehanna International Group
Pennsylvania
– -$6.46M -124,458 Closed
PA
561
Pinnacle Associates
New York
– -$3.88M -74,844 Closed
OMC
562
Old Mission Capital
Illinois
– -$2.98M -57,414 Closed
JAM
563
Jolley Asset Management
North Carolina
– -$2.17M -41,850 Closed
MA
564
Menlo Advisors
California
– -$1.93M -37,260 Closed
FTIOP
565
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$1.77M -34,074 Closed
DS
566
DRW Securities
Illinois
– -$1.75M -33,624 Closed
IA
567
IFG Advisory
Georgia
– -$1.73M -33,330 Closed
SG Americas Securities
568
SG Americas Securities
New York
– -$907K -17,482 Closed
A
569
AdvicePeriod
California
– -$895K -17,238 Closed
PWMAG
570
Pinnacle Wealth Management Advisory Group
New Jersey
– -$841K -16,200 Closed
HI
571
Horizon Investments
North Carolina
– -$823K -15,860 Closed
MSAM
572
Moloney Securities Asset Management
Missouri
– -$621K -11,970 Closed
NGA
573
Naples Global Advisors
Florida
– -$605K -11,660 Closed
EWF
574
Epstein & White Financial
California
– -$567K -10,944 Closed
FA
575
Forefront Analytics
Pennsylvania
– -$503K -9,682 Closed
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