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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 %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$34.8M -$13.2M -241,424 -27%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$33M +$5.2M +94,988 +19%
BSB
53
Bangor Savings Bank
Maine
$32.9M +$12.5M +228,280 +61%
AWM
54
AE Wealth Management
Kansas
$32.5M +$21.1M +385,563 +185%
SS
55
Simplicity Solutions
Minnesota
$31.5M +$19.8M +362,495 +171%
PCIA
56
Prime Capital Investment Advisors
Kansas
$30.4M +$3.17M +58,003 +12%
BRWA
57
B. Riley Wealth Advisors
Florida
$30.1M +$3.41M +62,408 +13%
DIP
58
DT Investment Partners
Pennsylvania
$29.9M -$4.84M -88,481 -14%
GC
59
Guggenheim Capital
Illinois
$29.5M -$493K -9,006 -2%
GC
60
Gilbert & Cook
Iowa
$29.5M +$124K +2,270 +0.4%
NAM
61
Nationwide Asset Management
Ohio
$28.4M +$28.4M +519,220 New
BMM
62
Buffington Mohr McNeal
Idaho
$28.1M +$1.82M +33,252 +7%
EK
63
Evensky & Katz
Florida
$27.5M -$359K -6,568 -1%
JIR
64
James Investment Research
Ohio
$27M +$1.41M +25,747 +6%
WC
65
Whitney & Co
New York
$25.8M -$1.14M -20,753 -4%
OWP
66
Obermeyer Wealth Partners
Colorado
$25.7M +$3.94M +72,054 +18%
AAP
67
Arax Advisory Partners
Colorado
$25.2M -$2.88M -52,595 -10%
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$25M – – –
MG
69
Mather Group
Illinois
$23.9M +$3.18M +58,094 +15%
QAM
70
QCI Asset Management
New York
$23.5M +$23.5M +430,326 New
HNB
71
Huntington National Bank
Ohio
$23.2M -$23.9M – –
CIC
72
Cutler Investment Counsel
Oregon
$23.1M +$1.16M +21,240 +5%
AIM
73
Astor Investment Management
Illinois
$22.9M +$22.9M +419,051 New
DC
74
Davenport & Co
Virginia
$21.9M +$2.3M +42,119 +12%
Millennium Management
75
Millennium Management
New York
$21.8M -$129M -2,352,275 -85%
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