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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
+$82.8M
2
Jane Street
Jane Street
New York
+$57.3M
3
Wells Fargo
Wells Fargo
California
+$38.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$271M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$106M
3
HNB
Huntington National Bank
Ohio
-$31.9M
4
AssetMark Inc
AssetMark Inc
California
-$21.9M
5
MM
Meridian Management
Arkansas
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
151
Integrated Wealth Concepts
Massachusetts
$5.6M +$72.7K +1,355 +1%
GCA
152
Greenwood Capital Associates
South Carolina
$5.54M +$205K +3,814 +4%
OC
153
Oppenheimer & Co
New York
$5.51M +$27.1K +505 +0.5%
SFA
154
Semmax Financial Advisors
North Carolina
$5.5M +$2.38M +44,309 +76%
AAM
155
Autus Asset Management
Arizona
$5.43M -$37K -690 -0.7%
DCM
156
Dimension Capital Management
Florida
$5.22M +$1.43M +26,691 +38%
WA
157
Wealthstar Advisors
Texas
$5.2M -$40K -744 -0.8%
CA
158
Cetera Advisors
Colorado
$5.18M +$437K +8,138 +9%
MWM
159
Mascoma Wealth Management
New Hampshire
$5.16M +$5M +93,120 +3,075%
ERIM
160
Eagle Ridge Investment Management
Connecticut
$5.11M -$35.4K -660 -0.7%
BUB
161
BBVA USA Bancshares
Texas
$4.99M -$1.34M -24,917 -21%
PCIA
162
Prime Capital Investment Advisors
Kansas
$4.98M +$4.98M +92,752 New
DSC
163
Duncker Streett & Co
Missouri
$4.97M +$1.07M +20,002 +28%
CI
164
Conning Inc
Connecticut
$4.95M +$4.95M +92,199 New
Mariner
165
Mariner
Kansas
$4.94M -$8.19M -152,552 -62%
LSCM
166
LaSalle Street Capital Management
Illinois
$4.9M – – –
PIMG
167
Patriot Investment Management Group
Tennessee
$4.83M +$528K +9,808 +12%
SIA
168
SeaBridge Investment Advisors
New Jersey
$4.77M -$183K -3,410 -4%
OMC
169
Old Mission Capital
Illinois
$4.64M +$3.92M +73,038 +547%
BCM
170
Brookstone Capital Management
Illinois
$4.54M +$1.78M +33,229 +65%
Citadel Advisors
171
Citadel Advisors
Florida
$4.49M +$4.49M +83,689 New
WCM
172
Wunderlich Capital Managemnt
Tennessee
$4.43M +$4.72K +88 +0.1%
BCA
173
Bray Capital Advisors
Florida
$4.4M -$285K -5,310 -6%
BCWM
174
Bartlett & Co Wealth Management
Ohio
$4.4M +$285K +5,309 +7%
BC
175
Bartlett & Co
Ohio
$4.4M +$285K +5,309 +7%
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