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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 %
PWS
551
Peloton Wealth Strategists
Indiana
$235K -$41K -766 -15%
JF
552
JSF Financial
California
$234K – – –
AW
553
ACG Wealth
Georgia
$232K +$24.5K +457 +12%
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$140K +2,617 +156%
LF
555
LifeSteps Financial
California
$230K +$230K +4,282 New
APW
556
Aurora Private Wealth
New Jersey
$227K +$227K +4,233 New
V
557
Veritable
Delaware
$226K – – –
WP
558
WealthShield Partners
North Carolina
$226K – – –
EVM
559
Eaton Vance Management
Massachusetts
$225K -$92.1K -1,720 -29%
CWP
560
Capital Wealth Planning
Florida
$225K – – –
GSIS
561
Global Strategic Investment Solutions
Arizona
$224K +$537 +10 +0.2%
BPB
562
Badgley, Phelps & Bell
Washington
$221K – – –
KFP
563
KMG Fiduciary Partners
Ohio
$221K +$221K +4,125 New
RT
564
Rockland Trust
Massachusetts
$214K -$13.1K -244 -6%
TCA
565
Transcend Capital Advisors
New Jersey
$214K +$214K +3,994 New
BCA
566
Bay Colony Advisors
Massachusetts
$213K +$213K +3,961 New
CFC
567
Coyle Financial Counsel
Illinois
$212K +$858 +16 +0.4%
HCA
568
Horan Capital Advisors
Ohio
$212K +$1.87K +35 +0.9%
FA
569
FCG Advisors
New Jersey
$210K +$210K +3,915 New
PP
570
PrairieView Partners
Minnesota
$205K – – –
WA
571
WealthTrust Axiom
Pennsylvania
$201K – – –
APCM
572
Alaska Permanent Capital Management
Alaska
$201K – – –
Lido Advisors
573
Lido Advisors
California
$201K +$201K +3,754 New
GFPC
574
Global Financial Private Client
Florida
$195K +$195K +3,645 New
SNT
575
Security National Trust
West Virginia
$194K – – –
21 22
23
24 25