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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.

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
1
Johanson Financial Advisors
California
$133M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$511M
3
AAMC
3
Asset Allocation & Management Company
Illinois
$71.9M
4
Truist Financial
4
Truist Financial
North Carolina
$55.4M
5
BlackRock
5
BlackRock
New York
$163M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$218M
2
Jane Street
2
Jane Street
New York
$659K
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$9.54M
4
AC
4
Allstate Corporation
Illinois
$129M
5
UBS Group
5
UBS Group
Switzerland
$265M
Name Market Value Shares Shares
Change 		Shares
Change %
MMI
1
Matson Money Inc
Ohio
$648M 12,082,733 -283,601 -2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$511M 9,534,762 +2,194,042 +30%
Bank of America
3
Bank of America
North Carolina
$414M 7,721,988 +181,695 +2%
Morgan Stanley
4
Morgan Stanley
New York
$344M 6,417,385 +114,974 +2%
UBS Group
5
UBS Group
Switzerland
$265M 4,940,210 -408,314 -8%
Ameriprise
6
Ameriprise
Minnesota
$265M 4,943,809 +238,639 +5%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$257M 4,689,151 – –
CSIA
8
Charles Schwab Investment Advisory
California
$249M 4,634,318 +463,801 +11%
Wells Fargo
9
Wells Fargo
California
$222M 4,139,115 +210,343 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$221M 4,112,101 +89,941 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$218M 4,066,437 -2,380,940 -37%
EWA
12
EP Wealth Advisors
California
$211M 3,943,231 +604,621 +18%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$206M 3,847,058 -63,519 -2%
Goldman Sachs
14
Goldman Sachs
New York
$185M 3,450,069 -391,681 -10%
BlackRock
15
BlackRock
New York
$163M 3,037,822 +819,367 +37%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$160M 2,988,135 +270,053 +10%
JFA
17
Johanson Financial Advisors
California
$133M 7,154,713 +7,027,477 +5,523%
AC
18
Allstate Corporation
Illinois
$129M 2,397,815 -446,662 -16%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$125M 2,325,774 +206,621 +10%
Stifel Financial
20
Stifel Financial
Missouri
$122M 2,279,713 -56,867 -2%
KeyBank National Association
21
KeyBank National Association
Ohio
$112M 2,080,377 +22,689 +1%
US Bancorp
22
US Bancorp
Minnesota
$99.9M 1,862,861 -188,454 -9%
HCC
23
Hirtle Callaghan & Co
Pennsylvania
– – – –
SI
24
Stephens Inc
Arkansas
$97.2M 1,813,086 +51,243 +3%
CTB
25
Country Trust Bank
Illinois
$90.9M 1,695,277 +91,015 +6%
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