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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

658 hedge funds and large institutions have $8.75B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 278 increasing their positions, 187 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+46
Holders Change %
+7.52%
% of All Funds
12.99%
Holding in Top 10
76
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.92%
% of All Funds
1.5%
New
98
Increased
278
Reduced
187
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFA
Johanson Financial Advisors
California
+$131M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$118M
3
Truist Financial
Truist Financial
North Carolina
+$44.6M
4
BlackRock
BlackRock
New York
+$43.9M
5
FI
Fosun International
China
+$37.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$99.5M
3
Jane Street
Jane Street
New York
-$57.1M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
-$36.4M
5
HNB
Huntington National Bank
Ohio
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
426
Gemmer Asset Management
California
$582K -$3.11K -58 -0.5%
GGI
427
Godsey & Gibb Inc
Virginia
$581K -$117K -2,183 -17%
LTI
428
Laffer Tengler Investments
Tennessee
$579K +$128K +2,387 +28%
AIM
429
Acropolis Investment Management
Missouri
$572K -$5.63K -105 -1%
VCM
430
Vivaldi Capital Management
Illinois
$571K +$51.1K +953 +10%
IFWM
431
Institute for Wealth Management
Colorado
$570K +$161 +3 +0%
VWA
432
V Wealth Advisors
Kansas
$546K – – –
MRCM
433
M&R Capital Management
New Jersey
$536K – – –
FPS
434
Fieldpoint Private Securities
Connecticut
$536K – – –
WSFS
435
Wilmington Savings Fund Society
Delaware
$534K +$185K +3,446 +53%
BI
436
Bramshill Investments
Florida
$531K -$40.2K -750 -7%
CCM
437
Canal Capital Management
Virginia
$527K +$8.84K +165 +2%
BHWM
438
Bay Harbor Wealth Management
Maryland
$526K -$9.65K -180 -2%
RWM
439
Ritholtz Wealth Management
New York
$524K +$524K +9,772 New
CAGAS
440
Capital Advisory Group Advisory Services
Minnesota
$519K +$4.34K +81 +0.8%
OSAM
441
O'Shaughnessy Asset Management
Connecticut
$516K +$516K +9,613 New
SCM
442
Schnieders Capital Management
California
$512K +$512K +9,542 New
PI
443
Parkside Investments
Illinois
$500K -$124K -2,310 -20%
TL
444
TrueWealth LLC
Georgia
$499K -$1.34K -25 -0.3%
FAIM
445
Financial Advocates Investment Management
Washington
$499K +$250K +4,657 +100%
BRG
446
Bay Rivers Group
Virginia
$495K +$495K +9,234 New
ASW
447
Astoria Strategic Wealth
Texas
$488K +$488K +9,093 New
CAM
448
Concorde Asset Management
Michigan
$487K -$21.9K -409 -4%
BFM
449
Boston Financial Management
Massachusetts
$485K – – –
CWM
450
Chesapeake Wealth Management
Virginia
$485K +$113K +2,100 +30%
16 17
18
19 20