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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
CAG
76
Crestwood Advisors Group
Massachusetts
$12.8M -$896K -16,941 -7%
WPC
77
White Pine Capital
Minnesota
$12.8M -$77.5K -1,465 -0.6%
AG
78
Advisor Group
Arizona
$12.5M +$3.58M +67,703 +41%
TC
79
Telemus Capital
Michigan
$12.2M +$1.17M +22,149 +11%
MML Investors Services
80
MML Investors Services
Massachusetts
$11.9M -$325K -6,139 -3%
CISOA
81
Capital Investment Services of America
Wisconsin
$11.9M +$11.8M +223,104 New
FA
82
FDx Advisors
Illinois
$11.9M -$730K -13,802 -6%
MNG
83
Manning & Napier Group
New York
$11.8M
PI
84
PFS Investments
Georgia
$11.7M +$525K +9,937 +5%
EDRIA
85
Edmonds Duncan Registered Investment Advisors
Kansas
$11.7M +$551K +10,427 +5%
WT
86
Whittier Trust
California
$11.6M -$1.7M -32,112 -13%
AC
87
Alley Company
Illinois
$11.3M +$426K +8,052 +4%
CCWA
88
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M +$1.84M +34,721 +20%
Truist Financial
89
Truist Financial
North Carolina
$11.2M -$853K -16,139 -7%
GC
90
Gilbert & Cook
Iowa
$11.1M +$538K +10,173 +5%
BFG
91
Beacon Financial Group
Texas
$11.1M +$202K +3,830 +2%
ST
92
Sabal Trust
Florida
$10.5M +$121K +2,280 +1%
FCIM
93
Fairview Capital Investment Management
California
$10.5M +$31.7K +600 +0.3%
SAS
94
Stelac Advisory Services
New York
$10.4M +$7.14M +135,117 +224%
ECM
95
ETrade Capital Management
Virginia
$10.3M -$1.09M -20,573 -10%
PG
96
Proffitt & Goodson
Tennessee
$10.1M -$163K -3,086 -2%
Lazard Asset Management
97
Lazard Asset Management
New York
$9.31M
Franklin Resources
98
Franklin Resources
California
$9.05M -$799K -15,110 -8%
EWM
99
Endurance Wealth Management
Rhode Island
$8.88M -$482K -9,119 -5%
PPA
100
Parametric Portfolio Associates
Washington
$8.86M +$2.59K +49 +0%

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.