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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 %
AWA
701
Arkadios Wealth Advisors
Georgia
$80.2K +$77.1K +1,407 +2,468%
CFO
702
CVA Family Office
Colorado
$79K +$54 +1 +0.1%
AA
703
AlphaCentric Advisors
Puerto Rico
$79K +$79K +1,449 New
CFD
704
Creative Financial Designs
Indiana
$73K +$73K +1,339 New
IFA
705
Interactive Financial Advisors
Illinois
$72K -$14.4K -262 -17%
FA
706
Faithward Advisors
Pennsylvania
$72K – – –
TCM
707
TD Capital Management
Tennessee
$70K – – –
KPW
708
Kore Private Wealth
New York
$69K – – –
SBL
709
Sargent Bickham Lagudis
Colorado
$68K – – –
AIM
710
Anchor Investment Management
South Carolina
$67.7K – – –
PP
711
Pacifica Partners
Canada
$66K – – –
FANJ
712
Financial Architects (New Jersey)
New Jersey
$64K – – –
BWA
713
Burt Wealth Advisors
Maryland
$62K – – –
BBHC
714
Brown Brothers Harriman & Co
New York
$60K +$60K +1,090 New
TC
715
Truvestments Capital
Florida
$56K – – –
FWP
716
FAS Wealth Partners
Kansas
$55K +$55K +1,000 New
BWP
717
Baldwin Wealth Partners
Massachusetts
$51K – – –
SSB
718
Sandy Spring Bank
Maryland
$47K -$26.9K -497 -36%
FRA
719
Front Row Advisors
California
$47K – – –
IBOK
720
Independence Bank of Kentucky
Kentucky
$47K – – –
FEG
721
Financial Enhancement Group
Indiana
$44K – – –
JAM
722
JCIC Asset Management
Ontario, Canada
$39K – – –
BW
723
Bison Wealth
Georgia
$35K -$1.77K -32 -5%
JFA
724
JNBA Financial Advisors
Minnesota
$33K – – –
HWA
725
HCR Wealth Advisors
California
$33K – – –
27 28
29
30 31