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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
AAMA
601
Advanced Asset Management Advisors
Ohio
-$362K -6,846 Closed
PO
602
Private Ocean
California
-$306K -5,800 Closed
RPC
603
Rossmore Private Capital
Connecticut
-$302K -5,718 Closed
ANTB
604
AMG National Trust Bank
Colorado
-$301K -5,700 Closed
VCM
605
Virtue Capital Management
Tennessee
-$258K -4,886 Closed
FMC
606
First Merchants Corp
Indiana
-$243K -4,600 Closed
BPA
607
Beacon Pointe Advisors
California
-$217K -4,092 Closed
IC
608
Iconiq Capital
California
-$216K -4,090 Closed
CMBA
609
C.M. Bidwell & Associates
Hawaii
-$211K -4,000 Closed
RWML
610
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$181K -3,428 Closed
SWM
611
SeaCrest Wealth Management
New York
-$169K -3,195 Closed
WCM
612
WealthBridge Capital Management
Ohio
-$164K -3,118 Closed
WAM
613
Wealthspire Advisors (Maryland)
Maryland
-$149K -2,820 Closed
AIA
614
Alera Investment Advisors
Illinois
-$124K -2,352 Closed
PCIA
615
Prime Capital Investment Advisors
Kansas
-$106K -2,000 Closed
HCA
616
Horan Capital Advisors
Ohio
-$86K -1,626 Closed
NWA
617
New World Advisors
Massachusetts
-$46K -862 Closed
MFW
618
Mosaic Family Wealth
Missouri
-$41K -774 Closed
CMO
619
Covenant Multifamily Offices
Texas
-$33K -617 Closed
CH
620
Canton Hathaway
Rhode Island
-$30K -568 Closed
ACA
621
Atlas Capital Advisors
Wyoming
-$23.3K -441 Closed
CHP
622
Cable Hill Partners
Oregon
-$22K -418 Closed
SEI Investments
623
SEI Investments
Pennsylvania
-$22K -418 Closed
PGWM
624
Parisi Gray Wealth Management
New Jersey
-$19K -364 Closed
AIC
625
Ameritas Investment Company
Nebraska
-$16K -304 Closed

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.