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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 %
CWP
476
CFM Wealth Partners
Texas
$414K +$414K +7,700 New
AOWM
477
Alpha Omega Wealth Management
Virginia
$410K +$64.2K +1,195 +19%
CWM
478
Calamos Wealth Management
Illinois
$408K -$728K -13,589 -64%
LAS
479
Lloyd Advisory Services
Georgia
$400K +$400K +7,451 New
CWG
480
Cornerstone Wealth Group
North Carolina
$399K +$13.6K +254 +4%
CTC
481
Central Trust Company
Missouri
$398K -$36.1K -674 -8%
CA
482
Calton & Associates
Florida
$393K +$90.3K +1,686 +30%
TNB
483
Thomasville National Bank
Georgia
$390K – – –
I
484
IberiaBank
Louisiana
$390K +$13K +242 +3%
IAA
485
Independent Advisor Alliance
North Carolina
$388K +$388K +7,226 New
CSIC
486
Clifford Swan Investment Counsel
California
$386K – – –
ACWM
487
Adams Chetwood Wealth Management
North Carolina
$381K +$381K +7,104 New
CWM
488
Cabot Wealth Management
Massachusetts
$379K -$12.9K -240 -3%
FI
489
FormulaFolio Investments
Michigan
$379K +$379K +7,069 New
HF
490
HRT Financial
New York
$378K -$142K -2,659 -27%
WCM
491
Windsor Capital Management
Arizona
$375K -$133K -2,491 -26%
EIA
492
Edgemoor Investment Advisors
Maryland
$375K – – –
CCG
493
Ceeto Capital Group
Florida
$375K – – –
VC
494
Veracity Capital
Georgia
$371K +$371K +6,921 New
PCM
495
Parsons Capital Management
Rhode Island
$366K – – –
FHA
496
First Horizon Advisors
Tennessee
$365K -$81.7K -1,530 -18%
NQWM
497
Northwest Quadrant Wealth Management
Oregon
$360K -$14.3M -267,038 -98%
SC
498
Stratford Consulting
Texas
$360K +$56.9K +1,074 +19%
HPC
499
Hobart Private Capital
North Carolina
$357K +$26.3K +491 +8%
HFS
500
Haverford Financial Services
Pennsylvania
$357K +$36.1K +674 +11%
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