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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
FDCDDQ
551
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.6K
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
IFA
553
Interactive Financial Advisors
Illinois
$32K +$2.75K +52 +10%
SSB
554
Sandy Spring Bank
Maryland
$27K
AWMS
555
Advocacy Wealth Management Services
Georgia
$27K +$26.4K +500 New
FWM
556
Focused Wealth Management
New York
$26K
ME
557
McIlrath & Eck
Washington
$26K
CAL
558
Capital Advisors Ltd
Ohio
$25K
SBA
559
Secrest Blakey & Associates
North Carolina
$24K
Barclays
560
Barclays
United Kingdom
$23K
LPWM
561
Lake Point Wealth Management
Texas
$23K
BBA
562
Braun-Bostich & Associates
Pennsylvania
$21K -$27.7K -524 -57%
GSWM
563
Golden State Wealth Management
California
$20K
LFG
564
Larson Financial Group
Missouri
$20K
AF
565
Advisornet Financial
Minnesota
$19K +$53 +1 +0.3%
PFBT
566
Parkside Financial Bank & Trust
Missouri
$18K
BWM
567
BerganKDV Wealth Management
Minnesota
$17K
SA
568
SRH Advisors
Kansas
$16K
UBS AM
569
UBS AM
Illinois
$16K
UB
570
UMB Bank
Missouri
$15.3K +$8.78K +166 +0.1%
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$14K +$13.7K +260 New
TWA
572
TCI Wealth Advisors
Arizona
$14K +$14.1K +267 New
CI
573
CX Institutional
Indiana
$13K +$12.5K +236 New
VCM
574
Vigilant Capital Management
Maine
$10K -$106K -2,004 -91%
LDFR
575
Lehman & Derafelo Financial Resources
Pennsylvania
$10K

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.