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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 %
WPC
501
Waters Parkerson & Co
Louisiana
$356K -$1.07K -20 -0.3%
ST
502
Spinnaker Trust
Maine
$353K +$60.7K +1,133 +21%
BFA
503
Beacon Financial Advisory
Ohio
$353K +$353K +6,592 New
CPIG
504
Chicago Partners Investment Group
Illinois
$350K +$19K +353 +6%
LWAC
505
Laurel Wealth Advisors (California)
California
$345K -$808K -15,068 -70%
ClearBridge Investments
506
ClearBridge Investments
New York
$342K – – –
GBT
507
Grove Bank & Trust
Florida
$338K – – –
BSW
508
Buckingham Strategic Wealth
Missouri
$337K -$42.9K -800 -11%
CGFA
509
Colton Groome Financial Advisors
North Carolina
$334K +$29K +541 +10%
PCP
510
Proficio Capital Partners
Massachusetts
$327K -$49.5K -922 -13%
NHC
511
Nicholas Hoffman & Company
Georgia
$327K +$3.22K +60 +1%
SF
512
Synovus Financial
Georgia
$325K +$92K +1,717 +39%
HCM
513
Hengehold Capital Management
Ohio
$323K +$323K +6,016 New
BFA
514
Bragg Financial Advisors
North Carolina
$321K -$21.1K -393 -6%
EH
515
Equitable Holdings
New York
$317K +$317K +5,917 New
BBA
516
BLB&B Advisors
Pennsylvania
$316K – – –
EWM
517
Evermay Wealth Management
Virginia
$311K +$16.1K +300 +5%
TB
518
Terril Brothers
Missouri
$295K -$64.4K -1,200 -18%
TTWM
519
TCV Trust & Wealth Management
Virginia
$295K +$5.85K +109 +2%
CSM
520
CAMG Solamere Management
North Carolina
$292K -$180K -3,368 -38%
OPA
521
Old Port Advisors
Maine
$292K +$430 +8 +0.1%
VA
522
Valmark Advisers
Ohio
$292K +$24.1K +450 +9%
BCI
523
Brinker Capital Investments
Pennsylvania
$290K -$73.3K -1,365 -20%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$290K – – –
LFG
525
LifePlan Financial Group
Ohio
$289K +$6.87K +128 +2%
19 20
21
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