IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

761 hedge funds and large institutions have $12B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 324 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+101
Holders Change %
+15.3%
% of All Funds
15.64%
Holding in Top 10
98
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+16.67%
% of All Funds
2.01%
New
145
Increased
324
Reduced
175
Closed
39
Calls
$492K
Puts
$202K
Net Calls
+$290K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
576
Dorsey & Whitney Trust
South Dakota
$438K
AWA
577
ARS Wealth Advisors
Florida
$438K
VA
578
Valmark Advisers
Ohio
$437K +$144K +2,635 +49%
TFS
579
TrustCore Financial Services
Tennessee
$435K -$68.7K -1,254 -14%
PA
580
PFG Advisors
Arizona
$434K +$183K +3,340 +73%
HFS
581
Haverford Financial Services
Pennsylvania
$426K -$2.02K -37 -0.5%
IFAM
582
Institutional & Family Asset Management
Colorado
$424K +$930 +17 +0.2%
CWP
583
CFM Wealth Partners
Texas
$421K
AOWM
584
Alpha Omega Wealth Management
Virginia
$418K
FHC
585
First Heartland Consultants
Missouri
$415K +$415K +7,594 New
Principal Financial Group
586
Principal Financial Group
Iowa
$410K +$410K +7,491 New
SVWAG
587
Sound View Wealth Advisors Group
Georgia
$409K +$409K +7,482 New
CB
588
Community Bank
New York
$406K -$276K -5,060 -40%
WWM
589
Western Wealth Management
Colorado
$404K +$404K +7,377 New
WS
590
Wedbush Securities
California
$403K +$58.3K +1,065 +17%
VCM
591
Vivaldi Capital Management
Illinois
$401K -$132K -2,400 -25%
EVM
592
Eaton Vance Management
Massachusetts
$400K -$325K -5,932 -45%
CSIC
593
Clifford Swan Investment Counsel
California
$393K
ACWM
594
Adams Chetwood Wealth Management
North Carolina
$389K
FI
595
FormulaFolio Investments
Michigan
$387K
CCG
596
Ceeto Capital Group
Florida
$383K
EIA
597
Edgemoor Investment Advisors
Maryland
$382K
PWS
598
Peloton Wealth Strategists
Indiana
$381K -$21.9K -401 -5%
SWPG
599
Strategic Wealth Partners Group
Illinois
$381K +$381K +6,966 New
WCM
600
Windsor Capital Management
Arizona
$378K +$1.15K +21 +0.3%