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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

786 hedge funds and large institutions have $13.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 402 increasing their positions, 188 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+25
Holders Change %
+3.29%
% of All Funds
15.9%
Holding in Top 10
107
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.18%
% of All Funds
2.16%
New
73
Increased
402
Reduced
188
Closed
41
Calls
–
Puts
$6.7M
Net Calls
-$6.7M
Net Calls Change
-$6.99M

Top Buyers

1
BlackRock
BlackRock
New York
$1.12B
2
MYLI
Meiji Yasuda Life Insurance
Japan
$302M
3
AssetMark Inc
AssetMark Inc
California
$205M
4
BBHC
Brown Brothers Harriman & Co
New York
$168M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$224M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$103M
3
SFM
Soros Fund Management
New York
$61.1M
4
Charles Schwab
Charles Schwab
California
$423M
5
Jane Street
Jane Street
New York
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$39.3M +$6.1M +111,050 +18%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$38.2M +$3.21M +58,541 +9%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$38.2M -$4.67K -85 -0%
DCM
54
Davidson Capital Management
Texas
$37.4M +$37.4M +680,474 New
FG
55
Fiduciary Group
Georgia
$36.7M -$1.44M -26,252 -4%
PCIA
56
Prime Capital Investment Advisors
Kansas
$36.1M +$5.66M +103,075 +19%
OWP
57
Obermeyer Wealth Partners
Colorado
$35.5M +$9.67M +176,145 +37%
BMM
58
Buffington Mohr McNeal
Idaho
$31.6M +$3.38M +61,478 +12%
BRWA
59
B. Riley Wealth Advisors
Florida
$31.2M +$997K +18,160 +3%
AWM
60
AE Wealth Management
Kansas
$31.2M -$1.37M -24,893 -4%
UCFA
61
United Capital Financial Advisors
Texas
$30.4M -$7.25M -132,076 -19%
EK
62
Evensky & Katz
Florida
$30.3M +$2.77M +50,478 +10%
SS
63
Simplicity Solutions
Minnesota
$30M -$1.57M -28,512 -5%
GC
64
Gilbert & Cook
Iowa
$29.7M +$161K +2,941 +0.5%
NAM
65
Nationwide Asset Management
Ohio
$28.5M – – –
GC
66
Guggenheim Capital
Illinois
$28.2M -$1.41M -25,720 -5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$27.4M +$7.91M +144,016 +41%
JIR
68
James Investment Research
Ohio
$27.4M +$268K +4,881 +1%
WC
69
Whitney & Co
New York
$26.5M +$623K +11,338 +2%
AAP
70
Arax Advisory Partners
Colorado
$26.3M +$916K +16,690 +4%
RMDI
71
R.M. Davis Inc
Maine
$26.2M +$20.1M +366,862 +334%
TH
72
TCTC Holdings
Texas
$25.8M +$3.88M +70,668 +18%
MG
73
Mather Group
Illinois
$25.7M +$1.67M +30,406 +7%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$25.1M – – –
QAM
75
QCI Asset Management
New York
$24.8M +$1.18M +21,569 +5%
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