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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 %
JWCA
676
J.W. Cole Advisors
Florida
– -$2.12M -39,443 Closed
HIIFS
677
Harel Insurance Investments & Financial Services
Israel
– -$2.04M -37,987 Closed
AI
678
Atria Investments
North Carolina
– -$2.01M -37,477 Closed
GLR
679
Great Lakes Retirement
Ohio
– -$1.45M -27,048 Closed
PFA
680
Pettinga Financial Advisors
Indiana
– -$1.3M -24,161 Closed
QFA
681
Quattro Financial Advisors
Texas
– -$1.3M -24,112 Closed
MLM
682
Mount Lucas Management
Pennsylvania
– -$1.29M -24,008 Closed
BCM
683
Bluefin Capital Management
New York
– -$1.23M -22,873 Closed
TIM
684
Thornburg Investment Management
New Mexico
– -$1.16M -21,533 Closed
A
685
AdvicePeriod
California
– -$953K -17,770 Closed
NL
686
NWAM LLC
Washington
– -$772K -14,395 Closed
RIA
687
Realta Investment Advisors
Delaware
– -$724K -13,466 Closed
MIH
688
Meitav Investment House
Israel
– -$681K -12,698 Closed
SJIC
689
St. James Investment Company
Texas
– -$648K -12,085 Closed
IFWM
690
Institute for Wealth Management
Colorado
– -$570K -10,623 Closed
WSFS
691
Wilmington Savings Fund Society
Delaware
– -$534K -9,956 Closed
CAGAS
692
Capital Advisory Group Advisory Services
Minnesota
– -$519K -9,681 Closed
PI
693
Parkside Investments
Illinois
– -$500K -9,340 Closed
RIA
694
Regal Investment Advisors
Michigan
– -$452K -8,426 Closed
PGA
695
Portland Global Advisors
Maine
– -$450K -8,384 Closed
CWG
696
Cornerstone Wealth Group
North Carolina
– -$399K -7,438 Closed
IAA
697
Independent Advisor Alliance
North Carolina
– -$388K -7,226 Closed
HF
698
HRT Financial
New York
– -$378K -7,065 Closed
VC
699
Veracity Capital
Georgia
– -$371K -6,921 Closed
PCM
700
Parsons Capital Management
Rhode Island
– -$366K -6,818 Closed
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