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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

612 hedge funds and large institutions have $8.13B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 266 increasing their positions, 187 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+23
Holders Change %
+3.9%
% of All Funds
13.44%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.43%
New
65
Increased
266
Reduced
187
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$82.8M
2
Jane Street
Jane Street
New York
+$57.3M
3
Wells Fargo
Wells Fargo
California
+$38.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$271M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$106M
3
HNB
Huntington National Bank
Ohio
-$31.9M
4
AssetMark Inc
AssetMark Inc
California
-$21.9M
5
MM
Meridian Management
Arkansas
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
601
First Interstate Bank
Montana
$15K +$15K +271 New
LWM
602
Liberty Wealth Management
California
$13K +$13K +249 New
VCM
603
Vigilant Capital Management
Maine
$11K – – –
SIS
604
Sound Income Strategies
Florida
$10K – – –
LDFR
605
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
BFC
606
Bedel Financial Consulting
Indiana
$9K – – –
CAN
607
Claraphi Advisory Network
United States
$7K +$7K +130 New
POIA
608
Pin Oak Investment Advisors
Texas
$7K +$7K +138 New
CFB
609
Cullen/Frost Bankers
Texas
$6K +$6K +110 New
MCM
610
McMillion Capital Management
North Carolina
$5K – – –
PMFA
611
Plante Moran Financial Advisors
Michigan
$5K +$5K +100 New
FCT
612
Family Capital Trust
Massachusetts
$4K -$120K -2,495 -97%
SSW
613
Smith Shellnut Wilson
Mississippi
$4K +$4K +70 New
LGWM
614
Litman Gregory Wealth Management
California
$2K – – –
AF
615
Allworth Financial
California
$2K – – –
SIAS
616
Shine Investment Advisory Services
Colorado
$2K – – –
TF
617
Trek Financial
Arizona
– -$8.5M -159,128 Closed
JIC
618
Johnson Investment Counsel
Ohio
– -$1.93M -36,068 Closed
BCM
619
Bluefin Capital Management
New York
– -$1.68M -31,467 Closed
RCAG
620
Rehmann Capital Advisory Group
Michigan
– -$1.14M -21,287 Closed
FTS
621
Fifth Third Securities
Ohio
– -$1.11M -20,863 Closed
AWS
622
AJ Wealth Strategies
New York
– -$877K -16,417 Closed
CBU
623
CIBC Bank USA
Illinois
– -$751K -14,050 Closed
PPP
624
Private Portfolio Partners
New Jersey
– -$734K -13,728 Closed
SCG
625
Sonata Capital Group
Washington
– -$452K -8,450 Closed
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