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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 %
BBNA
451
Bremer Bank National Association
Minnesota
$483K – – –
CB
452
Commerce Bank
Missouri
$480K -$25.3K -472 -5%
AWM
453
AllSquare Wealth Management
New York
$476K – – –
AIC
454
Ameritas Investment Company
Nebraska
$464K +$188K +3,500 +68%
SWM
455
SeaCrest Wealth Management
New York
$463K – – –
CSA
456
Cottage Street Advisors
Massachusetts
$463K – – –
CNB
457
Camden National Bank
Maine
$460K – – –
CAM
458
Covenant Asset Management
New Jersey
$459K – – –
NAM
459
North American Management
Massachusetts
$457K -$3.11K -58 -0.7%
RIA
460
Regal Investment Advisors
Michigan
$452K +$138K +2,577 +44%
PGA
461
Portland Global Advisors
Maine
$450K +$450K +8,384 New
AWA
462
ARS Wealth Advisors
Florida
$448K +$55.4K +1,032 +14%
AFC
463
AFT Forsyth & Company
Florida
$446K -$118K -2,204 -21%
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$443K +$148K +2,764 +50%
FFBTD
465
First Financial Bank - Trust Division
Ohio
$437K -$110K -2,056 -20%
FPFS
466
First Personal Financial Services
North Carolina
$434K -$51.3K -958 -11%
Financial Engines Advisors
467
Financial Engines Advisors
California
$434K +$434K +8,100 New
APSP
468
Asset Planning Services (Pennsylvania)
Pennsylvania
$432K – – –
LNC
469
Lincoln National Corp
Pennsylvania
$432K +$96.3K +1,797 +29%
AA
470
Ancora Advisors
Ohio
$431K – – –
DWT
471
Dorsey & Whitney Trust
South Dakota
$429K – – –
EAM
472
Evanson Asset Management
California
$429K +$2.41K +45 +0.6%
IFAM
473
Institutional & Family Asset Management
Colorado
$428K +$2.25K +42 +0.5%
RCA
474
Rowland Carmichael Advisors
Arizona
$424K -$212K -3,954 -33%
AC
475
Alexandria Capital
Virginia
$421K -$17.5K -327 -4%
17 18
19
20 21