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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
CAAS
176
Capital Asset Advisory Services
Michigan
$3.66M +$14.3K +270 +0.4%
LG
177
LaFleur & Godfrey
Michigan
$3.63M -$32.5K -615 -0.9%
PA
178
Pinnacle Associates
New York
$3.63M +$45.7K +865 +1%
AIA
179
Armor Investment Advisors
North Carolina
$3.59M +$1.13M +21,330 +47%
FAM
180
Foothills Asset Management
Arizona
$3.58M -$396K -7,499 -10%
AT
181
Arden Trust
Delaware
$3.53M -$248K -4,696 -7%
Betterment LLC
182
Betterment LLC
New York
$3.45M -$2.56M -48,512 -43%
FWIA
183
Fort Washington Investment Advisors
Ohio
$3.42M -$211K -4,000 -6%
MCP
184
Martin Capital Partners
Oregon
$3.41M +$89.7K +1,697 +3%
SBH
185
Segall Bryant & Hamill
Illinois
$3.32M -$4.28K -81 -0.1%
AFA
186
American Financial Advisors
Georgia
$3.32M +$43.2K +818 +1%
VFA
187
Voya Financial Advisors
Connecticut
$3.29M -$119K -2,245 -4%
RMDI
188
R.M. Davis Inc
Maine
$3.29M +$411K +7,766 +14%
PFPT
189
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.28M +$345K +6,533 +12%
JWM
190
Jackson Wealth Management
Florida
$3.24M -$501K -9,477 -13%
First Trust Advisors
191
First Trust Advisors
Illinois
$3.22M -$967K -18,288 -23%
WA
192
Wilshire Advisors
California
$3.22M -$4.35M -82,309 -58%
CMP
193
Courage Miller Partners
Virginia
$3.13M -$2.96M -55,892 -49%
SFA
194
Semmax Financial Advisors
North Carolina
$3.11M +$2.67M +50,483 +659%
PCM
195
Pointe Capital Management
Michigan
$3.03M +$172K +3,261 +6%
HKAM
196
Horizon Kinetics Asset Management
New York
$2.89M
AWM
197
Aries Wealth Management
Maine
$2.85M +$241K +4,566 +9%
DADC
198
D.A. Davidson & Co
Montana
$2.83M +$174K +3,296 +7%
KCM
199
Kanawha Capital Management
Virginia
$2.8M +$2.77M +52,451 New
GIA
200
Granite Investment Advisors
New Hampshire
$2.78M +$1.38K +26 +0.1%

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.