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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
$133M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$511M
3
Truist Financial
Truist Financial
North Carolina
$55.4M
4
BlackRock
BlackRock
New York
$163M
5
FI
Fosun International
China
$37.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$218M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$98.6M
3
Jane Street
Jane Street
New York
$659K
4
PWPCM
Perella Weinberg Partners Capital Management
New York
$9.54M
5
HNB
Huntington National Bank
Ohio
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$5.31M +$2.34M +43,546 +79%
BUB
177
BBVA USA Bancshares
Texas
$5.3M +$314K +5,850 +6%
OC
178
Oppenheimer & Co
New York
$5.28M -$230K -4,293 -4%
WR
179
Watson Rebecca
$5.24M +$5.24M +97,646 New
WA
180
Wealthstar Advisors
Texas
$5.21M +$7.68K +143 +0.1%
ERIM
181
Eagle Ridge Investment Management
Connecticut
$5.06M -$40.1K -748 -0.8%
DSC
182
Duncker Streett & Co
Missouri
$5.02M +$57.3K +1,068 +1%
PFM
183
Peak Financial Management
Massachusetts
$5M +$5M +93,157 New
PP
184
PDS Planning
Ohio
$4.78M +$395K +7,360 +9%
LWM
185
Lionsbridge Wealth Management
Florida
$4.75M +$4.75M +88,448 New
BCWM
186
Bartlett & Co Wealth Management
Ohio
$4.75M +$354K +6,602 +8%
GDP
187
Great Diamond Partners
Maine
$4.58M +$4.58M +85,431 New
SIA
188
SeaBridge Investment Advisors
New Jersey
$4.58M -$184K -3,425 -4%
PIMG
189
Patriot Investment Management Group
Tennessee
$4.54M -$269K -5,013 -6%
SIC
190
Shoker Investment Counsel
Ohio
$4.52M +$824K +15,373 +22%
WCM
191
Wunderlich Capital Managemnt
Tennessee
$4.49M +$69.5K +1,296 +2%
SFG
192
StrategIQ Financial Group
Indiana
$4.49M +$1.86M +34,700 +71%
HH
193
Hilltop Holdings
Texas
$4.48M +$119K +2,219 +3%
BCA
194
Bray Capital Advisors
Florida
$4.3M -$104K -1,930 -2%
RMDI
195
R.M. Davis Inc
Maine
$4.26M +$690K +12,866 +19%
CCWA
196
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.22M -$5.73M -106,832 -58%
IAA
197
Ironsides Asset Advisors
North Carolina
$4.17M -$2.51M -46,850 -38%
PFP
198
Pinnacle Financial Partners
Tennessee
$4.16M +$684K +12,757 +20%
GM
199
GeoWealth Management
Illinois
$4.14M +$4.14M +77,123 New
Natixis Advisors
200
Natixis Advisors
Massachusetts
$4.06M +$3.07M +57,191 +309%
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