IGSB icon

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
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$78.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.5M
4
Morgan Stanley
Morgan Stanley
New York
+$58.8M
5
SI
Stephens Inc
Arkansas
+$52.8M

Top Sellers

1
HCC
Hirtle Callaghan & Co
Pennsylvania
-$93.2M
2
BS
Banco Santander
Spain
-$82M
3
MG
Mather Group
Illinois
-$76.2M
4
UBS Group
UBS Group
Switzerland
-$46.2M
5
HNB
Huntington National Bank
Ohio
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
576
Creative Planning
Kansas
– -$444K -8,548 Closed
TJHA
577
Thomas J. Herzfeld Advisors
Florida
– -$429K -8,274 Closed
RTS
578
Round Table Services
New Jersey
– -$414K -7,980 Closed
VCM
579
Vigilant Capital Management
Maine
– -$297K -5,720 Closed
SWP
580
Stratos Wealth Partners
Ohio
– -$275K -5,308 Closed
ACM
581
Avalon Capital Management
California
– -$259K -5,000 Closed
CPO
582
Cerity Partners OCIO
New York
– -$235K -4,534 Closed
GLA
583
Good Life Advisors
Pennsylvania
– -$226K -4,360 Closed
SFP
584
Shepherd Financial Partners
Massachusetts
– -$218K -4,196 Closed
BRWA
585
B. Riley Wealth Advisors
Florida
– -$206K -3,968 Closed
QFA
586
Quattro Financial Advisors
Texas
– -$164K -3,168 Closed
WTB
587
Washington Trust Bank
Washington
– -$156K -3,000 Closed
SV
588
Sturgeon Ventures
United Kingdom
– -$203K -2,796 Closed
AAC
589
Asset Advisors Corp
Georgia
– -$114K -2,200 Closed
CCA
590
Clearwater Capital Advisors
Illinois
– -$93K -1,794 Closed
PS
591
Portfolio Solutions
Michigan
– -$78K -1,494 Closed
GCM
592
Gables Capital Management
Florida
– -$62K -1,188 Closed
TFA
593
Toth Financial Advisory
Virginia
– -$42K -800 Closed
LWCFA
594
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$26K -500 Closed
JAM
595
JCIC Asset Management
Ontario, Canada
– -$17K -320 Closed
SIM
596
Sonora Investment Management
Arizona
– -$15.6K -300 Closed
CHP
597
Cable Hill Partners
Oregon
– -$12K -236 Closed
SFSIG
598
San Francisco Sentry Investment Group
California
– -$10K -200 Closed
CFD
599
Creative Financial Designs
Indiana
– -$6K -108 Closed
SQA
600
Simon Quick Advisors
New Jersey
– -$4K -80 Closed
21 22 23
24
25