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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 %
NQWM
701
Northwest Quadrant Wealth Management
Oregon
– -$360K -6,700 Closed
EH
702
Equitable Holdings
New York
– -$317K -5,917 Closed
KFGK
703
Keystone Financial Group (Kentucky)
Kentucky
– -$288K -5,369 Closed
SCA
704
Stillwater Capital Advisors
Pennsylvania
– -$275K -5,130 Closed
RTS
705
Round Table Services
New Jersey
– -$245K -4,566 Closed
APW
706
Aurora Private Wealth
New Jersey
– -$227K -4,233 Closed
CWP
707
Capital Wealth Planning
Florida
– -$225K -4,201 Closed
KFP
708
KMG Fiduciary Partners
Ohio
– -$221K -4,125 Closed
RT
709
Rockland Trust
Massachusetts
– -$214K -3,998 Closed
BCA
710
Bay Colony Advisors
Massachusetts
– -$213K -3,961 Closed
CFC
711
Coyle Financial Counsel
Illinois
– -$212K -3,955 Closed
WA
712
WealthTrust Axiom
Pennsylvania
– -$201K -3,758 Closed
Lido Advisors
713
Lido Advisors
California
– -$201K -3,754 Closed
APCM
714
Alaska Permanent Capital Management
Alaska
– -$201K -3,750 Closed
FCM
715
Firestone Capital Management
Florida
– -$149K -2,778 Closed
BBHC
716
Brown Brothers Harriman & Co
New York
– -$115K -2,152 Closed
BAMG
717
Brand Asset Management Group
Missouri
– -$101K -1,876 Closed
BRC
718
Bell Rock Capital
Delaware
– -$76K -1,421 Closed
ACA
719
Aptus Capital Advisors
Alabama
– -$53K -1,000 Closed
DY
720
Dowling & Yahnke
California
– -$52K -963 Closed
TIM
721
Tortoise Investment Management
New York
– -$51K -950 Closed
EDRH
722
Edmond de Rothschild Holding
Switzerland
– -$39K -720 Closed
PWP
723
Personal Wealth Partners
Minnesota
– -$38K -700 Closed
TWP
724
TFO Wealth Partners
Ohio
– -$30K -578 Closed
DC
725
DeDora Capital
California
– -$27K -508 Closed
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