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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 %
HFS
476
Haverford Financial Services
Pennsylvania
$410K +$60.8K +1,161 +17%
RCA
477
Rowland Carmichael Advisors
Arizona
$408K -$6.12K -117 -1%
IFAM
478
Institutional & Family Asset Management
Colorado
$405K -$12.8K -245 -3%
CWP
479
CFM Wealth Partners
Texas
$403K – – –
AOWM
480
Alpha Omega Wealth Management
Virginia
$400K – – –
LAS
481
Lloyd Advisory Services
Georgia
$400K +$9.79K +187 +3%
JG
482
Jefferies Group
New York
$393K +$393K +7,500 New
TNB
483
Thomasville National Bank
Georgia
$390K – – –
CTC
484
Central Trust Company
Missouri
$386K -$2.46K -47 -0.6%
PWS
485
Peloton Wealth Strategists
Indiana
$386K +$156K +2,975 +68%
I
486
IberiaBank
Louisiana
$381K – – –
ACWM
487
Adams Chetwood Wealth Management
North Carolina
$380K – – –
SP
488
Symmetry Partners
Connecticut
$379K +$379K +7,239 New
CSIC
489
Clifford Swan Investment Counsel
California
$376K – – –
AC
490
Alexandria Capital
Virginia
$374K -$37.6K -717 -9%
HCM
491
Hengehold Capital Management
Ohio
$374K +$59.3K +1,133 +19%
FI
492
FormulaFolio Investments
Michigan
$370K – – –
CCG
493
Ceeto Capital Group
Florida
$367K – – –
EIA
494
Edgemoor Investment Advisors
Maryland
$366K – – –
HPC
495
Hobart Private Capital
North Carolina
$362K +$13K +248 +4%
CWM
496
Calamos Wealth Management
Illinois
$362K -$36.5K -697 -9%
WCM
497
Windsor Capital Management
Arizona
$361K -$5.92K -113 -2%
LWAC
498
Laurel Wealth Advisors (California)
California
$357K +$20.1K +383 +6%
PPSG
499
Princeton Portfolio Strategies Group
New Jersey
$356K +$75.9K +1,450 +27%
WP
500
WealthPLAN Partners
Nebraska
$355K +$355K +6,604 New
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