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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 %
KFGK
526
Keystone Financial Group (Kentucky)
Kentucky
$288K -$206K -3,841 -42%
KF
527
Krilogy Financial
Missouri
$288K +$10.6K +197 +4%
PPSG
528
Princeton Portfolio Strategies Group
New Jersey
$287K +$53.6K +1,000 +23%
NPP
529
New Potomac Partners
Maryland
$287K +$59.4K +1,110 +26%
WS
530
Wedbush Securities
California
$285K +$29.4K +547 +11%
CAC
531
Certified Advisory Corp
Florida
$283K +$161 +3 +0.1%
VCA
532
Verdence Capital Advisors
Maryland
$280K – – –
PWA
533
Physician Wealth Advisors
Utah
$279K +$50.6K +941 +22%
TPWA
534
TRUE Private Wealth Advisors
Oregon
$276K – – –
SCA
535
Stillwater Capital Advisors
Pennsylvania
$275K -$10.7K -200 -4%
VAS
536
Vestmark Advisory Solutions
Massachusetts
$273K +$4.6K +180 +2%
RMAM
537
Raab & Moskowitz Asset Management
New Jersey
$271K -$18.8K -350 -6%
S
538
Surevest
California
$262K +$262K +4,886 New
MAA
539
Matrix Asset Advisors
New York
$259K +$259K +4,831 New
CGL
540
Clarius Group LLC
Washington
$258K – – –
DP
541
Dearborn Partners
Illinois
$256K -$185K -3,443 -42%
CFA
542
Carroll Financial Associates
North Carolina
$253K +$5.58K +104 +2%
CAL
543
Capital Analysts LLC
Pennsylvania
$246K -$14.8K -275 -6%
RTS
544
Round Table Services
New Jersey
$245K -$31.1K -580 -11%
SIC
545
Sigma Investment Counselors
Michigan
$245K +$19.9K +370 +9%
GWCM
546
Godshalk Welsh Capital Management
Pennsylvania
$243K -$28.4K -530 -10%
AWA
547
Alaska Wealth Advisors
Alaska
$242K +$41K +766 +20%
NB
548
NBT Bank
New York
$240K – – –
NCM
549
Novare Capital Management
North Carolina
$237K -$535 -10 -0.2%
CFIA
550
Cantor Fitzgerald Investment Advisors
New York
$236K -$71.5K -1,334 -23%
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