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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 56 → 62 (+6)

2% more funds holding

Funds holding: 579 → 589 (+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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$337M
2
CSIA
Charles Schwab Investment Advisory
California
+$187M
3
Ameriprise
Ameriprise
Minnesota
+$133M
4
EWA
EP Wealth Advisors
California
+$95M
5
AC
Allstate Corporation
Illinois
+$81.2M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$304M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$95.7M
3
SAS
Sage Advisory Services
Texas
-$45.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.1M
5
Northern Trust
Northern Trust
Illinois
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
576
Sound Income Strategies
Florida
$10K – – –
DWM
577
Doyle Wealth Management
Florida
$10K +$10.2K +192 New
BFC
578
Bedel Financial Consulting
Indiana
$9K – – –
SFG
579
SevenBridge Financial Group
Pennsylvania
$9K – – –
HCM
580
HMS Capital Management
Tennessee
$9K +$8.99K +170 New
KFS
581
Kelly Financial Services
Massachusetts
$6.73K – – –
MCM
582
McMillion Capital Management
North Carolina
$5K +$5.29K +100 New
TRCT
583
Tower Research Capital (TRC)
New York
$2K -$1.8K -34 -48%
SIAS
584
Shine Investment Advisory Services
Colorado
$2K – – –
AF
585
Allworth Financial
California
$2K +$53 +1 +2%
LGWM
586
Litman Gregory Wealth Management
California
$2K +$2.33K +44 New
LHC
587
Little House Capital
Massachusetts
$1.59K -$18.2K -344 -1%
BRWM
588
B. Riley Wealth Management
Tennessee
$1.11K -$157K -2,975 -12%
TFA
589
Transamerica Financial Advisors
Florida
$1K +$53 +1 New
WIM
590
Westside Investment Management
California
$85 +$85K +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
22 23
24
25 26

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.