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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
Northern Trust
126
Northern Trust
Illinois
$6.99M -$15.8M -299,175 -3%
LWM
127
Lenox Wealth Management
Ohio
$6.99M +$4.67M +88,254 +207%
HH
128
Hilltop Holdings
Texas
$6.96M +$710K +13,420 +11%
CCG
129
Cypress Capital Group
Florida
$6.91M +$97.4K +1,842 +1%
BWA
130
BDO Wealth Advisors
Florida
$6.87M +$397K +7,517 +6%
CFGS
131
Concourse Financial Group Securities
Alabama
$6.81M +$98.8K +1,868 +1%
KL
132
KWMG LLC
Kansas
$6.73M +$267K +5,044 +4%
TNBTD
133
Trustmark National Bank Trust Department
Mississippi
$6.7M -$413K -7,807 -6%
IAA
134
Ironsides Asset Advisors
North Carolina
$6.68M +$272K +5,150 +4%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$6.61M +$687K +12,999 +12%
BAC
136
Boys Arnold & Co
North Carolina
$6.58M +$612K +11,568 +10%
JFA
137
Johanson Financial Advisors
California
$6.57M -$121K -2,296 -2%
SCA
138
Snowden Capital Advisors
New York
$6.32M +$63.9K +1,208 +1%
BUB
139
BBVA USA Bancshares
Texas
$6.3M +$218K +4,120 +4%
PBO
140
Peoples Bank (Ohio)
Ohio
$6.29M +$292K +5,523 +5%
RBA
141
Richard Bernstein Advisors
New York
$6.12M +$2.82M +53,314 +87%
OAM
142
Oppenheimer Asset Management
New York
$6.11M -$79.9K -1,511 -1%
BIA
143
Bigelow Investment Advisors
Maine
$5.85M +$106K +2,001 +2%
LFS
144
Lutz Financial Services
Nebraska
$5.65M +$3.5M +66,168 +167%
IWC
145
Integrated Wealth Concepts
Massachusetts
$5.52M +$148K +2,803 +3%
MGIA
146
Matthew Goff Investment Advisor
Texas
$5.51M +$5.45M +103,115 New
OC
147
Oppenheimer & Co
New York
$5.46M -$327K -6,193 -6%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$5.44M +$19.8K +374 +0.4%
AAM
149
Autus Asset Management
Arizona
$5.44M -$23.8K -450 -0.4%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$5.38M +$2.09M +39,475 +65%

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.