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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

786 hedge funds and large institutions have $13.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 402 increasing their positions, 188 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+25
Holders Change %
+3.29%
% of All Funds
15.9%
Holding in Top 10
107
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.18%
% of All Funds
2.16%
New
73
Increased
402
Reduced
188
Closed
41
Calls
–
Puts
$6.7M
Net Calls
-$6.7M
Net Calls Change
-$6.99M

Top Buyers

1
BlackRock
BlackRock
New York
+$687M
2
MYLI
Meiji Yasuda Life Insurance
Japan
+$302M
3
AssetMark Inc
AssetMark Inc
California
+$196M
4
BBHC
Brown Brothers Harriman & Co
New York
+$167M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$101M
3
SFM
Soros Fund Management
New York
-$98.8M
4
Charles Schwab
Charles Schwab
California
-$89.5M
5
Jane Street
Jane Street
New York
-$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
451
New World Advisors
Massachusetts
$1.16M +$10.9K +199 +1%
PFO
452
Pathstone Family Office
New Jersey
$1.15M -$1.13M -20,595 -50%
WIA
453
Wealthstreet Investment Advisors
Texas
$1.15M +$93.3K +1,700 +9%
KWA
454
KCS Wealth Advisory
California
$1.11M -$45.5K -829 -4%
CG
455
Colony Group
Massachusetts
$1.09M +$85.2K +1,552 +8%
WSTAM
456
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M -$19.1K -348 -2%
AWM
457
Atticus Wealth Management
Florida
$1.08M -$57K -1,038 -5%
FHB
458
First Hawaiian Bank
Hawaii
$1.07M +$15.3K +279 +1%
MWM
459
Mattern Wealth Management
Kansas
$1.06M +$24.7K +450 +2%
SWA
460
Sutton Wealth Advisors
Florida
$1.05M -$26K -474 -2%
SA
461
SL Advisors
New Jersey
$1.04M – – –
BF
462
BOK Financial
Oklahoma
$1.04M +$187K +3,415 +22%
COF
463
Capital One Financial
Virginia
$1.04M -$8.84K -161 -0.8%
MIC
464
Meridian Investment Counsel
California
$1.03M – – –
ONB
465
Old National Bancorp
Indiana
$1.01M -$128K -2,324 -11%
FLA
466
Financial Life Advisors
Texas
$995K +$4.22K +77 +0.4%
AT
467
Arden Trust
Delaware
$986K -$58K -1,056 -6%
WA
468
Waverly Advisors
Alabama
$985K -$60.4K -1,100 -6%
BMM
469
Berkshire Money Management
Massachusetts
$985K – – –
VA
470
Valmark Advisers
Ohio
$984K +$546K +9,933 +124%
FFS
471
Founders Financial Securities
Maryland
$983K +$156K +2,833 +19%
AA
472
Alesco Advisors
New York
$982K – – –
PA
473
PFG Advisors
Arizona
$979K +$543K +9,900 +125%
SFG
474
Summit Financial Group
West Virginia
$978K +$115K +2,100 +13%
BAAM
475
Baker Avenue Asset Management
California
$971K -$55 -1 -0%
17 18
19
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