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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 %
ASW
451
Astoria Strategic Wealth
Texas
$483K +$6.91K +132 +1%
TFS
452
TrustCore Financial Services
Tennessee
$482K +$367K +7,004 +319%
BBNA
453
Bremer Bank National Association
Minnesota
$471K – – –
CWM
454
Chesapeake Wealth Management
Virginia
$470K -$3.14K -60 -0.7%
SSWG
455
Seven Springs Wealth Group
Tennessee
$467K +$467K +8,921 New
AWM
456
AllSquare Wealth Management
New York
$465K – – –
CA
457
Calton & Associates
Florida
$460K +$76.2K +1,455 +20%
BFM
458
Boston Financial Management
Massachusetts
$452K -$21.8K -417 -5%
SWM
459
SeaCrest Wealth Management
New York
$452K – – –
WAP
460
Wealthcare Advisory Partners
Pennsylvania
$451K +$18.6K +355 +4%
RG
461
Rathbones Group
United Kingdom
$450K -$306K -5,830 -40%
CNB
462
Camden National Bank
Maine
$449K – – –
CAM
463
Covenant Asset Management
New Jersey
$448K – – –
BAM
464
Belpointe Asset Management
Nevada
$447K -$496K -9,457 -53%
FAIM
465
Financial Advocates Investment Management
Washington
$443K -$43.7K -836 -9%
T
466
TrueFG
Texas
$441K +$441K +8,421 New
AFC
467
AFT Forsyth & Company
Florida
$436K – – –
FPFS
468
First Personal Financial Services
North Carolina
$434K +$10.1K +193 +2%
BRG
469
Bay Rivers Group
Virginia
$428K -$55.5K -1,060 -11%
NAM
470
North American Management
Massachusetts
$425K -$21.5K -411 -5%
AA
471
Ancora Advisors
Ohio
$421K – – –
EAM
472
Evanson Asset Management
California
$420K +$1.15K +22 +0.3%
AWA
473
ARS Wealth Advisors
Florida
$419K -$18.2K -348 -4%
DWT
474
Dorsey & Whitney Trust
South Dakota
$419K – – –
APSP
475
Asset Planning Services (Pennsylvania)
Pennsylvania
$419K – – –
17 18
19
20 21