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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

551 hedge funds and large institutions have $7.25B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 263 reducing their positions, and 52 closing their positions.

Holders
551
Holders Change
-14
Holders Change %
-2.48%
% of All Funds
12.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
1.4%
New
43
Increased
149
Reduced
263
Closed
52
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
+$228K

Top Buyers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$243M
2
Goldman Sachs
2
Goldman Sachs
New York
$323M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$120M
4
Morgan Stanley
4
Morgan Stanley
New York
$406M
5
SI
5
Stephens Inc
Arkansas
$52.8M

Top Sellers

1
BS
1
Banco Santander
Spain
$18.3M
2
MG
2
Mather Group
Illinois
$46.7M
3
UBS Group
3
UBS Group
Switzerland
$276M
4
Wells Fargo
4
Wells Fargo
California
$175M
5
GA
5
Gateway Advisory
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
76
Franklin Resources
California
$12.1M 117,147 -8,254 -7%
CHA
77
Cedar Hill Associates
Illinois
$12M 115,392 -15,885 -12%
CL
78
CPWM LLC
Washington
$11.7M 112,626 -1,387 -1%
WC
79
Whitney & Co
New York
$11.6M 111,941 +46,050 +70%
OWP
80
Obermeyer Wealth Partners
Colorado
$11.6M 111,535 +7,229 +7%
BFG
81
Beacon Financial Group
Texas
$11.6M 111,505 -7,164 -6%
FCIM
82
Fairview Capital Investment Management
California
$11.6M 111,426 -1,750 -2%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.5M 111,040 +24,537 +28%
Mariner
84
Mariner
Kansas
$10.8M 104,490 -6,187 -6%
RFC
85
Regions Financial Corp
Alabama
$10.8M 103,769 -11,657 -10%
IDBONY
86
Israel Discount Bank of New York
New York
$10.5M 101,577 +12,479 +14%
UB
87
UMB Bank
Missouri
$10.5M 101,531 -2,594 -2%
SBWM
88
Sunflower Bank Wealth Management
Arizona
$10M 96,541 -2,210 -2%
PI
89
PFS Investments
Georgia
$9.82M 94,750 +20,891 +28%
PWM
90
Patriot Wealth Management
Texas
$9.39M 90,500 -13,458 -13%
AC
91
Alley Company
Illinois
$9.15M 88,270 +4,560 +5%
BMM
92
Buffington Mohr McNeal
Idaho
$9.06M 87,404 +1,857 +2%
CCG
93
Cypress Capital Group
Florida
$8.98M 86,632 -27,263 -24%
CFMC
94
Curbstone Financial Management Corp
New Hampshire
$8.65M 83,380 -2,700 -3%
GC
95
Gilbert & Cook
Iowa
$8.59M 82,822 +4,552 +6%
ERIM
96
Eagle Ridge Investment Management
Connecticut
$8.43M 81,279 -625 -0.8%
BWA
97
BDO Wealth Advisors
Florida
$8.33M 80,305 -2,200 -3%
CCT
98
Capital City Trust
Florida
$8.25M 79,527 -1,845 -2%
CSIA
99
Charles Schwab Investment Advisory
California
$8.07M 77,851 +77,851 New
DCM
100
Dimension Capital Management
Florida
$7.98M 76,924 +2,245 +3%
2 3
4
5 6