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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

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 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
+11
Holders Change %
+1.9%
% of All Funds
12.81%
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
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$340M
2
CSIA
Charles Schwab Investment Advisory
California
+$189M
3
Ameriprise
Ameriprise
Minnesota
+$134M
4
EWA
EP Wealth Advisors
California
+$96M
5
AC
Allstate Corporation
Illinois
+$82M

Top Sellers

1
BlackRock
BlackRock
New York
-$308M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$110M
3
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$95.7M
4
SAS
Sage Advisory Services
Texas
-$45.6M
5
HNB
Huntington National Bank
Ohio
-$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
576
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
DWM
577
Doyle Wealth Management
Florida
$10K +$10K +192 New
BFC
578
Bedel Financial Consulting
Indiana
$9K – – –
SFG
579
SevenBridge Financial Group
Pennsylvania
$9K – – –
HCM
580
HMS Capital Management
Tennessee
$9K +$9K +170 New
KFS
581
Kelly Financial Services
Massachusetts
$6.73K – – –
MCM
582
McMillion Capital Management
North Carolina
$5K +$5K +100 New
TRCT
583
Tower Research Capital (TRC)
New York
$2K -$1.84K -34 -48%
SIAS
584
Shine Investment Advisory Services
Colorado
$2K – – –
AF
585
Allworth Financial
California
$2K +$47 +1 +2%
LGWM
586
Litman Gregory Wealth Management
California
$2K +$2K +44 New
LHC
587
Little House Capital
Massachusetts
$1.59K -$18 -344 -1%
BRWM
588
B. Riley Wealth Management
Tennessee
$1.12K -$159 -2,975 -12%
TFA
589
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
WIM
590
Westside Investment Management
California
$85 +$85 +1,608 New
LMGAM
591
Liberty Mutual Group Asset Management
Massachusetts
– -$95.7M -1,812,010 Closed
OWD
592
Osborn Williams & Donohoe
Ohio
– -$3.85M -73,119 Closed
AllianceBernstein
593
AllianceBernstein
Tennessee
– -$2.09M -39,564 Closed
FC
594
Forte Capital
New York
– -$1.4M -26,544 Closed
LNWWM
595
Laird Norton Wetherby Wealth Management
California
– -$1.19M -22,476 Closed
PAS
596
Park Avenue Securities
New York
– -$990K -18,836 Closed
Allianz Asset Management
597
Allianz Asset Management
Germany
– -$807K -15,285 Closed
SFFS
598
Stonehage Fleming Financial Services
Jersey
– -$792 -14,984 Closed
CCM
599
Canal Capital Management
Virginia
– -$510K -9,655 Closed
CCM
600
Crabel Capital Management
California
– -$410K -7,758 Closed
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