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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
$179M
2
Jane Street
Jane Street
New York
$57.8M
3
Wells Fargo
Wells Fargo
California
$211M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$41.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$216M

Top Sellers

1
BlackRock
BlackRock
New York
$119M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$99.5M
3
HNB
Huntington National Bank
Ohio
$29.8M
4
AssetMark Inc
AssetMark Inc
California
$14.7M
5
MM
Meridian Management
Arkansas
$3.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
51
Arax Advisory Partners
Colorado
$24M +$7.77M +144,858 +48%
GG
52
Greenwood Gearhart
Arkansas
$23.6M +$2.44M +45,518 +12%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$23.3M +$1.63M +30,442 +8%
FM
54
Family Management
New York
$22.9M -$239K -4,454 -1%
Bessemer Group
55
Bessemer Group
New Jersey
$22.9M +$9.6M +178,858 +72%
GC
56
Guggenheim Capital
Illinois
$22.7M +$3.77M +70,263 +20%
GFPC
57
Global Financial Private Capital
Florida
$22.7M +$133K +2,483 +0.6%
CIC
58
Cutler Investment Counsel
Oregon
$22.5M +$176K +3,286 +0.8%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$22.4M +$2.66M +49,490 +13%
HPC
60
HM Payson & Co
Maine
$21.3M -$263K -4,899 -1%
NC
61
NewSquare Capital
Pennsylvania
$21.3M -$152K -2,832 -0.7%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$20.4M +$4.3M +80,039 +27%
Deutsche Bank
63
Deutsche Bank
Germany
$20.4M +$3.18M +59,351 +19%
TF
64
TimeScale Financial
Massachusetts
$20.1M +$3.37M +62,787 +20%
BSB
65
Bangor Savings Bank
Maine
$20M +$348K +6,483 +2%
BMM
66
Buffington Mohr McNeal
Idaho
$19.5M +$4.03M +75,106 +26%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$19.1M +$915K +17,050 +5%
MG
68
Mather Group
Illinois
$18.8M +$232K +4,329 +1%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$18.3M +$746K +13,899 +4%
Franklin Resources
70
Franklin Resources
California
$17.6M +$8.47M +157,800 +93%
BIAS
71
Beacon Investment Advisory Services
New Jersey
$15.7M +$1.79M +33,325 +13%
Baird Financial Group
72
Baird Financial Group
Wisconsin
$15.6M -$484K -9,015 -3%
OWP
73
Obermeyer Wealth Partners
Colorado
$15.2M +$132K +2,466 +0.9%
MERSOM
74
Municipal Employees' Retirement System of Michigan
Michigan
$15.2M +$15.2M +282,539 New
AssetMark Inc
75
AssetMark Inc
California
$14.7M -$21.9M -407,691 -60%
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