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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

660 hedge funds and large institutions have $8.24B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 226 increasing their positions, 255 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
14.58%
Holding in Top 10
84
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.53%
% of All Funds
1.86%
New
84
Increased
226
Reduced
255
Closed
73
Calls
$220K
Puts
$456K
Net Calls
-$236K
Net Calls Change
-$236K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$359M
2
BlackRock
BlackRock
New York
+$220M
3
Millennium Management
Millennium Management
New York
+$136M
4
Invesco
Invesco
Georgia
+$69.9M
5
Jane Street
Jane Street
New York
+$60.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$462M
2
JFA
Johanson Financial Advisors
California
-$367M
3
CSIA
Charles Schwab Investment Advisory
California
-$249M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$98.6M
5
Bank of America
Bank of America
North Carolina
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
401
Legacy Wealth Planning
Nevada
$727K -$33K -630 -4%
SWP
402
Stratos Wealth Partners
Ohio
$727K -$1.62K -31 -0.2%
AC
403
Apella Capital
Connecticut
$720K +$720K +13,754 New
BS
404
Banco Santander
Spain
$718K +$718K +13,714 New
TCPWM
405
Traverso Chambers Private Wealth Management
California
$715K – – –
ASN
406
Advisory Services Network
Georgia
$713K +$71.5K +1,366 +11%
SI
407
Shaker Investments
Ohio
$699K – – –
CPIG
408
Chicago Partners Investment Group
Illinois
$693K +$344K +6,399 +98%
EVM
409
Eaton Vance Management
Massachusetts
$693K +$473K +9,035 +215%
GSIS
410
Global Strategic Investment Solutions
Arizona
$673K +$455K +8,690 +208%
VAS
411
Vestmark Advisory Solutions
Massachusetts
$671K +$111K +2,128 +20%
DI
412
Disciplined Investments
Oklahoma
$655K -$680 -13 -0.1%
CB
413
Community Bank
New York
$654K -$11.8K -226 -2%
CWS
414
Cypress Wealth Services
California
$649K -$44.1K -843 -6%
MIAN
415
Mariner Independent Advisor Network
Kansas
$646K -$13.5K -260 -2%
RF
416
RHS Financial
California
$631K +$631K +12,057 New
CAM
417
Concorde Asset Management
Michigan
$624K +$148K +2,819 +31%
ATC
418
Argent Trust Co
Tennessee
$621K -$450K -8,600 -42%
UR
419
USCA RIA
Texas
$618K – – –
JLBC
420
J.L. Bainbridge & Co
Florida
$612K -$44.4K -848 -7%
CAPTRUST Financial Advisors
421
CAPTRUST Financial Advisors
North Carolina
$610K -$236K -4,540 -28%
CFG
422
Capstone Financial Group
Oklahoma
$601K -$12.9K -247 -2%
GGI
423
Godsey & Gibb Inc
Virginia
$588K +$21.4K +408 +4%
Susquehanna International Group
424
Susquehanna International Group
Pennsylvania
$588K +$588K +11,218 New
CB
425
Commerce Bank
Missouri
$586K +$118K +2,253 +25%
15 16
17
18 19