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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 %
CS
126
Comerica Securities
Michigan
$11M +$8.15M +149,014 +289%
AI
127
Atria Investments
North Carolina
$10.9M +$10.9M +199,865 New
MNG
128
Manning & Napier Group
New York
$10.7M -$10.4M – –
CA
129
Cetera Advisors
Colorado
$10.5M +$6.09M +111,311 +138%
Mariner
130
Mariner
Kansas
$10.3M +$837K +15,291 +9%
Mitsubishi UFJ Trust & Banking
131
Mitsubishi UFJ Trust & Banking
Japan
$10.3M – – –
PPW
132
Parcion Private Wealth
Washington
$10.2M +$10.2M +187,229 New
Franklin Resources
133
Franklin Resources
California
$10.2M -$4.81M -87,591 -32%
NFA
134
Nationwide Fund Advisors
Ohio
$10.2M +$10.2M +186,220 New
VHAM
135
Van Hulzen Asset Management
California
$9.85M +$9.85M +180,060 New
AssetMark Inc
136
AssetMark Inc
California
$9.73M -$38.9M -711,184 -80%
SWP
137
Summit Wealth Partners
Florida
$9.64M +$51.7K +945 +0.5%
Betterment LLC
138
Betterment LLC
New York
$9.56M +$4.59M +83,883 +92%
DAM
139
Delta Asset Management
Tennessee
$9.52M +$346K +6,319 +4%
OQC
140
Optimum Quantvest Corp
Connecticut
$9.48M – – –
FFN
141
Focus Financial Network
Minnesota
$9.44M +$2.25M +41,106 +31%
EWM
142
Endurance Wealth Management
Rhode Island
$9.23M +$104K +1,897 +1%
EDRIA
143
Edmonds Duncan Registered Investment Advisors
Kansas
$9.2M +$51.9K +949 +0.6%
FCIM
144
Fairview Capital Investment Management
California
$9.16M -$241K -4,397 -3%
PPA
145
Parametric Portfolio Associates
Washington
$9.07M – – –
5L
146
55I LLC
Massachusetts
$8.98M +$6.02M +110,056 +204%
MPM
147
Meritage Portfolio Management
Kansas
$8.81M -$228K -4,167 -3%
PFG
148
PAX Financial Group
Texas
$8.78M +$166K +3,041 +2%
FA
149
FDx Advisors
Illinois
$8.76M -$356K -6,506 -4%
CFMC
150
Curbstone Financial Management Corp
New Hampshire
$8.69M +$378K +6,900 +5%
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