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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 %
AFP
601
Ausdal Financial Partners
Iowa
$429K +$429K +7,814 New
CAM
602
Covenant Asset Management
New Jersey
$426K -$43.9K -800 -9%
EAM
603
Evanson Asset Management
California
$419K -$23.7K -431 -5%
AOWM
604
Alpha Omega Wealth Management
Virginia
$419K – – –
Principal Financial Group
605
Principal Financial Group
Iowa
$416K +$5.1K +93 +1%
HFS
606
Haverford Financial Services
Pennsylvania
$413K -$14.8K -269 -3%
IFAM
607
Institutional & Family Asset Management
Colorado
$411K -$14K -256 -3%
KOMWMG
608
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$407K +$143K +2,605 +54%
PWLP
609
Prio Wealth Limited Partnership
Massachusetts
$406K +$406K +7,386 New
CB
610
Community Bank
New York
$404K -$3.73K -68 -0.9%
ZIM
611
Zacks Investment Management
Illinois
$403K +$403K +7,338 New
VCM
612
Vivaldi Capital Management
Illinois
$401K – – –
ACWM
613
Adams Chetwood Wealth Management
North Carolina
$390K – – –
CCG
614
Ceeto Capital Group
Florida
$384K – – –
EIA
615
Edgemoor Investment Advisors
Maryland
$384K – – –
PWS
616
Peloton Wealth Strategists
Indiana
$382K – – –
HIM
617
Hanlon Investment Management
New Jersey
$382K +$82.4K +1,501 +28%
GPA
618
Garrison Point Advisors
California
$378K +$125K +2,280 +49%
TPA
619
Trivium Point Advisory
Connecticut
$378K +$145K +2,637 +62%
HCM
620
Hengehold Capital Management
Ohio
$377K +$5.11K +93 +1%
ISWM
621
Independent Solutions Wealth Management
New York
$375K +$115K +2,100 +44%
RF
622
RHS Financial
California
$374K -$555K -10,108 -60%
SWPG
623
Strategic Wealth Partners Group
Illinois
$373K -$9.5K -173 -2%
AC
624
Alexandria Capital
Virginia
$371K – – –
EVM
625
Eaton Vance Management
Massachusetts
$370K -$31.2K -568 -8%
23 24
25
26 27