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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 %
CAM
751
Costello Asset Management
Pennsylvania
$9K +$9K +169 New
AWM
752
Apollon Wealth Management
South Carolina
$7K +$7K +132 New
MA
753
MCF Advisors
Kentucky
$6K +$6K +106 New
FCT
754
Family Capital Trust
Massachusetts
$4K -$676 -12 -14%
CAL
755
Capital Advisors Ltd
Ohio
$4K – – –
SSW
756
Smith Shellnut Wilson
Mississippi
$4K – – –
SWM
757
Selective Wealth Management
Virginia
$4K +$4K +75 New
LFG
758
Larson Financial Group
Missouri
$3K – – –
AF
759
Allworth Financial
California
$2K -$91 -2 -4%
LGWM
760
Litman Gregory Wealth Management
California
$2K – – –
IWP
761
IAG Wealth Partners
Wisconsin
$1K -$229K -687 -100%
CB
762
CNB Bank
Pennsylvania
$1K -$8.8K -176 -90%
TAIM
763
TD Ameritrade Investment Management
Nebraska
$1K -$2.86K -60 -74%
TFA
764
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
WIM
765
Westside Investment Management
California
$21 – – –
Invesco
766
Invesco
Georgia
– -$69.9M -1,335,000 Closed
MCM
767
Moore Capital Management
New York
– -$49.2M -939,390 Closed
UOMF
768
University of Massachusetts Foundation
Massachusetts
– -$18.4M -352,000 Closed
Balyasny Asset Management
769
Balyasny Asset Management
Illinois
– -$15.7M -300,000 Closed
MD
770
Money Design
Japan
– -$12.2M -233,307 Closed
BAC
771
Boys Arnold & Co
North Carolina
– -$6.71M -128,120 Closed
FNBOH
772
First National Bank of Hutchinson
Kansas
– -$6.55M -124,996 Closed
BCM
773
BTC Capital Management
Iowa
– -$2.5M -47,694 Closed
PP
774
Palladium Partners
Virginia
– -$1.36M -25,978 Closed
FP
775
Fiduciary Planning
Florida
– -$1.29M -24,703 Closed
29 30
31
32 33