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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 %
NQWM
76
Northwest Quadrant Wealth Management
Oregon
$14.7M +$261K +4,861 +2%
AG
77
Advisor Group
Arizona
$14.5M +$1.87M +34,874 +15%
TC
78
Telemus Capital
Michigan
$13.1M +$805K +14,994 +7%
AC
79
Abbrea Capital
California
$13M +$53.5K +996 +0.4%
AWM
80
AE Wealth Management
Kansas
$12.9M +$4.5M +83,763 +53%
WPC
81
White Pine Capital
Minnesota
$12.8M -$8.16K -152 -0.1%
MML Investors Services
82
MML Investors Services
Massachusetts
$12.7M +$752K +14,012 +6%
PI
83
PFS Investments
Georgia
$12.7M +$946K +17,619 +8%
CAG
84
Crestwood Advisors Group
Massachusetts
$12.7M -$164K -3,050 -1%
IDBONY
85
Israel Discount Bank of New York
New York
$12.3M -$2.49M -46,319 -17%
GC
86
Gilbert & Cook
Iowa
$12M +$806K +15,022 +7%
SS
87
Simplicity Solutions
Minnesota
$11.9M +$3.06M +56,944 +35%
CISOA
88
Capital Investment Services of America
Wisconsin
$11.8M -$217K -4,050 -2%
WT
89
Whittier Trust
California
$11.6M -$10.1K -189 -0.1%
AC
90
Alley Company
Illinois
$11.6M +$253K +4,717 +2%
MNG
91
Manning & Napier Group
New York
$11.4M -$11.8M – –
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$11.3M -$465K -8,669 -4%
BFG
93
Beacon Financial Group
Texas
$11.1M -$63.4K -1,182 -0.6%
ST
94
Sabal Trust
Florida
$10.9M +$319K +5,951 +3%
Truist Financial
95
Truist Financial
North Carolina
$10.9M -$326K -6,076 -3%
LFS
96
Lutz Financial Services
Nebraska
$10.5M +$4.82M +89,712 +85%
LWM
97
Lenox Wealth Management
Ohio
$10.5M +$3.44M +64,103 +49%
SAS
98
Stelac Advisory Services
New York
$10.3M -$232K -4,316 -2%
FCIM
99
Fairview Capital Investment Management
California
$10.2M -$354K -6,600 -3%
MD
100
Money Design
Japan
$10.2M +$1.44M +26,750 +16%
2 3
4
5 6