IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.08B
2
Bank of America
Bank of America
North Carolina
$585M
3
LPL Financial
LPL Financial
California
$256M
4
SFM
Soros Fund Management
New York
$159M
5
Charles Schwab
Charles Schwab
California
$510M

Top Sellers

1
Millennium Management
Millennium Management
New York
$21.8M
2
MMI
Matson Money Inc
Ohio
$557M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$101M
4
Invesco
Invesco
Georgia
$0
5
MCM
Moore Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
676
WealthTrust Axiom
Pennsylvania
$205K +$205K +3,758 New
BAS
677
Brown Advisory Securities
Maryland
$204K +$204K +3,755 New
SF
678
Synovus Financial
Georgia
$202K -$1.39M -25,459 -87%
CAL
679
Capital Analysts LLC
Pennsylvania
$202K -$72K -1,319 -26%
HS
680
Horan Securities
United States
$201K +$1.31K +24 +0.7%
LA
681
LexAurum Advisors
Kansas
$200K +$200K +3,649 New
SNT
682
Security National Trust
West Virginia
$198K – – –
AIC
683
Archer Investment Corporation
Indiana
$167K – – –
GFPC
684
Global Financial Private Client
Florida
$161K -$20.1K -368 -11%
FM
685
Family Management
New York
$160K +$160K +2,933 New
PP
686
PrairieView Partners
Minnesota
$158K – – –
OC
687
Oakworth Capital
Alabama
$155K +$8.22K +150 +6%
EP
688
Eudaimonia Partners
Tennessee
$143K +$40.7K +744 +40%
CFG
689
Capstone Financial Group
Oklahoma
$118K -$510K -9,327 -81%
GAM
690
Gemmer Asset Management
California
$112K +$708 +13 +0.6%
ETI
691
Enterprise Trust & Investment
California
$108K – – –
BFIM
692
Beese Fulmer Investment Management
Ohio
$105K +$105K +1,920 New
ARMC
693
American Research & Management Company
Massachusetts
$101K +$101K +1,850 New
CL
694
Cabana LLC
Arkansas
$99K +$99K +1,811 New
PWMG
695
Prestige Wealth Management Group
New Jersey
$95K – – –
SIAP
696
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$90K +$273 +5 +0.3%
LWANC
697
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K +$220 +4 +0.2%
GEA
698
Glen Eagle Advisors
New Jersey
$86.6K -$23.4K -428 -21%
PB
699
Pinnacle Bancorp
Nebraska
$84K +$8.48K +155 +11%
JCM
700
Jacobi Capital Management
Pennsylvania
$81K – – –
26 27
28
29 30