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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 56 → 62 (+6)

2% more funds holding

Funds holding: 579 → 589 (+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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$337M
2
CSIA
Charles Schwab Investment Advisory
California
+$187M
3
Ameriprise
Ameriprise
Minnesota
+$133M
4
EWA
EP Wealth Advisors
California
+$95M
5
AC
Allstate Corporation
Illinois
+$81.2M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$304M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$95.7M
3
SAS
Sage Advisory Services
Texas
-$45.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$19.1M
5
Northern Trust
Northern Trust
Illinois
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
201
Strategic Financial Services
New York
$2.78M +$97.2K +1,838 +4%
CCM
202
Covington Capital Management
California
$2.74M +$551K +10,415 +25%
NSCM
203
New South Capital Management
Tennessee
$2.74M -$104K -1,960 -4%
BCM
204
Brookstone Capital Management
Illinois
$2.74M +$2.3M +43,497 +560%
M&T Bank
205
M&T Bank
New York
$2.73M +$198K +3,749 +8%
SLF
206
Sun Life Financial
Ontario, Canada
$2.67M +$2.64M +50,000 New
DWM
207
Dakota Wealth Management
Florida
$2.64M +$791K +14,956 +43%
PSUF
208
People's United Financial
Connecticut
$2.63M +$1.41M +26,753 +119%
SW
209
SVB Wealth
Massachusetts
$2.59M +$2.56M +48,435 New
CC
210
Courier Capital
New York
$2.58M -$252K -4,760 -9%
ADBIC
211
A.D. Beadell Investment Counsel
Wisconsin
$2.58M -$1.52M -28,790 -37%
RA
212
RFG Advisory
Alabama
$2.55M +$904K +17,100 +56%
BCM
213
BTC Capital Management
Iowa
$2.55M +$502K +9,486 +25%
CS
214
Comerica Securities
Michigan
$2.5M -$199K -3,762 -7%
MAFM
215
Mid Atlantic Financial Management
Pennsylvania
$2.47M +$332K +6,275 +16%
WA
216
Winfield Associates
Ohio
$2.44M – – –
IWM
217
IHT Wealth Management
Illinois
$2.42M +$11.1K +210 +0.5%
Prudential Financial
218
Prudential Financial
New Jersey
$2.4M +$1.75K +33 +0.1%
FNBT
219
FineMark National Bank & Trust
Florida
$2.37M +$278K +5,250 +13%
MHS
220
M Holdings Securities
Oregon
$2.36M +$180K +3,401 +8%
SGAM
221
Stephens Group Asset Management
Arkansas
$2.34M +$44.4K +840 +2%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$2.32M +$1.01M +19,059 +78%
B
223
Bellecapital
Switzerland
$2.31M – – –
NAM
224
NTV Asset Management
West Virginia
$2.28M +$254K +4,800 +13%
HCP
225
Holt Capital Partners
Texas
$2.27M +$87.2K +1,650 +4%
7 8
9
10 11

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.