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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 %
BHB
426
Bank Hapoalim BM
Israel
$576K +$576K +933 New
PFM
427
Phillips Financial Management
Indiana
$575K +$575K +11,061 New
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$571K -$26.2K -500 -4%
CCA
429
Cobblestone Capital Advisors
New York
$569K -$4.71K -90 -0.8%
AP
430
Atwood & Palmer
Missouri
$565K -$5.24K -100 -0.9%
CHAM
431
Clear Harbor Asset Management
Connecticut
$560K -$44K -840 -7%
AIM
432
Acropolis Investment Management
Missouri
$559K – – –
LTI
433
Laffer Tengler Investments
Tennessee
$559K -$6.07K -116 -1%
WHG
434
Westwood Holdings Group
Texas
$549K +$549K +10,492 New
VWA
435
V Wealth Advisors
Kansas
$547K +$14.4K +275 +3%
GL
436
Graypoint LLC
New York
$544K +$544K +10,405 New
CCM
437
Canal Capital Management
Virginia
$527K +$12.5K +239 +2%
BAM
438
Baldrige Asset Management
Pennsylvania
$524K -$1.06M -20,155 -67%
FPS
439
Fieldpoint Private Securities
Connecticut
$524K – – –
MRCM
440
M&R Capital Management
New Jersey
$523K – – –
BI
441
Bramshill Investments
Florida
$518K – – –
DTL
442
Dynamic Technology Lab
Singapore
$518K +$518K +9,892 New
VCM
443
Vivaldi Capital Management
Illinois
$508K -$49.9K -953 -9%
MMA
444
Miracle Mile Advisors
California
$507K -$124K -2,377 -20%
SCM
445
Schnieders Capital Management
California
$500K – – –
AIC
446
Ameritas Investment Company
Nebraska
$495K +$41.5K +792 +9%
BHWM
447
Bay Harbor Wealth Management
Maryland
$494K -$19.3K -368 -4%
CSA
448
Cottage Street Advisors
Massachusetts
$489K +$39.2K +753 +9%
TL
449
TrueWealth LLC
Georgia
$487K +$157 +3 +0%
LS
450
Leelyn Smith
Illinois
$486K +$486K +9,285 New
16 17
18
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