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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
APA
101
American Portfolios Advisors
New York
$8.77M +$937K +17,719 +12%
SS
102
Simplicity Solutions
Minnesota
$8.76M +$8.67M +163,987 New
SBWM
103
Sunflower Bank Wealth Management
Arizona
$8.72M +$57.8K +1,094 +0.7%
MD
104
Money Design
Japan
$8.68M +$754K +14,263 +10%
CL
105
CPWM LLC
Washington
$8.54M -$843K -15,945 -9%
AIMU
106
Allianz Investment Management US
Minnesota
$8.54M +$8.45M +159,837 New
TF
107
Trek Financial
Arizona
$8.5M -$143K -2,696 -2%
AWM
108
AE Wealth Management
Kansas
$8.4M +$8.31M +157,207 New
Renaissance Technologies
109
Renaissance Technologies
New York
$8.38M +$7.38M +139,678 +812%
SFG
110
Sage Financial Group
Pennsylvania
$8.37M +$67.5K +1,277 +0.8%
B
111
Bailard
California
$8.17M +$4.03M +76,169 +99%
PAG
112
Private Advisor Group
New Jersey
$8.09M +$939K +17,769 +13%
BTS
113
BB&T Securities
Virginia
$8.02M -$350K -6,622 -4%
NEPWA
114
New England Private Wealth Advisors
Massachusetts
$7.78M +$360K +6,816 +5%
FWC
115
First Washington Corp
Washington
$7.68M -$95.2K -1,800 -1%
CFMC
116
Curbstone Financial Management Corp
New Hampshire
$7.65M -$312K -5,900 -4%
DAM
117
Delta Asset Management
Tennessee
$7.63M -$29K -549 -0.4%
RFC
118
Regions Financial Corp
Alabama
$7.63M -$976K -18,463 -11%
PA
119
Probity Advisors
Texas
$7.54M -$277K -5,243 -4%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$7.44M +$209K +3,961 +3%
HighTower Advisors
121
HighTower Advisors
Illinois
$7.42M +$1.29M +24,492 +21%
BFA
122
Beaumont Financial Advisors
Massachusetts
$7.39M -$2.12M -40,009 -22%
CCT
123
Capital City Trust
Florida
$7.34M -$132K -2,490 -2%
B
124
Barings
North Carolina
$7.32M
WF
125
Welch & Forbes
Massachusetts
$7.29M -$106K -2,000 -1%

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.