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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 %
DWM
626
Darwin Wealth Management
Florida
$25K +$25K +484 New
LWM
627
Liberty Wealth Management
California
$23K +$9.9K +188 +76%
ICM
628
Islay Capital Management
Texas
$21K -$71.6K -1,364 -77%
VFA
629
Valeo Financial Advisors
Indiana
$21K +$7.34K +138 +54%
CB
630
CNB Bank
Pennsylvania
$21K +$21K +196 New
CFFP
631
Center for Financial Planning
Michigan
$21K +$21K +409 New
BBA
632
Braun-Bostich & Associates
Pennsylvania
$20K – – –
SWA
633
Stratos Wealth Advisors
Ohio
$20K +$20K +385 New
TRCT
634
Tower Research Capital (TRC)
New York
$19K +$10.1K +191 +114%
SIS
635
Sound Income Strategies
Florida
$18K +$8.23K +160 +84%
BFO
636
Biltmore Family Office
North Carolina
$18K +$18K +342 New
BWM
637
BerganKDV Wealth Management
Minnesota
$17K – – –
SA
638
SRH Advisors
Kansas
$16K – – –
HWA
639
HHM Wealth Advisors
Tennessee
$15K +$15K +283 New
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
PFBT
641
Parkside Financial Bank & Trust
Missouri
$14K -$3.04K -60 -18%
AIP
642
Ameritas Investment Partners
Nebraska
$12K – – –
RFA
643
Reilly Financial Advisors
California
$12K +$12K +235 New
OFG
644
OmniStar Financial Group
North Carolina
$11K +$11K +216 New
VCM
645
Vigilant Capital Management
Maine
$10K – – –
LDFR
646
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
SAM
647
S.A. Mason
Michigan
$10K +$10K +185 New
SIM
648
Sonora Investment Management
Arizona
$10K +$10K +199 New
SL
649
Salomon & Ludwin
Virginia
$9K +$9K +178 New
BFC
650
Bedel Financial Consulting
Indiana
$8K – – –
24 25
26
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