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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 %
Natixis Advisors
151
Natixis Advisors
Massachusetts
$8.67M +$4.53M +82,764 +109%
HCM
152
Hilton Capital Management
New York
$8.63M +$8.39M +153,293 +3,426%
FWIA
153
Fort Washington Investment Advisors
Ohio
$8.62M -$109K -2,000 -1%
BIA
154
Bigelow Investment Advisors
Maine
$8.61M -$216K -3,944 -2%
NEPWA
155
New England Private Wealth Advisors
Massachusetts
$8.6M +$53.1K +971 +0.6%
SBWM
156
Sunflower Bank Wealth Management
Arizona
$8.51M +$5.2K +95 +0.1%
RFC
157
Regions Financial Corp
Alabama
$8.48M +$268K +4,897 +3%
FEG
158
Fund Evaluation Group
Ohio
$8.38M -$21.8M -403,317 -72%
APA
159
American Portfolios Advisors
New York
$8.31M +$1.24M +22,691 +18%
RBA
160
Richard Bernstein Advisors
New York
$8.26M +$215K +3,932 +3%
SFG
161
StrategIQ Financial Group
Indiana
$8.17M +$1.65M +30,191 +25%
CIP
162
Capital Insight Partners
Arizona
$8.09M +$2.38M +43,484 +42%
OAM
163
Oppenheimer Asset Management
New York
$8.08M -$1.38M -25,213 -15%
CL
164
CPWM LLC
Washington
$8.01M -$9.58K -175 -0.1%
WF
165
Welch & Forbes
Massachusetts
$8M -$82.1K -1,500 -1%
RJT
166
Raymond James Trust
Florida
$7.83M +$2.11M +38,561 +37%
HIM
167
HawsGoodwin Investment Management
Tennessee
$7.69M +$7.69M +140,626 New
JFA
168
Johanson Financial Advisors
California
$7.64M +$27.4K +501 +0.4%
IWC
169
Integrated Wealth Concepts
Massachusetts
$7.63M +$993K +18,149 +15%
PWPCM
170
Perella Weinberg Partners Capital Management
New York
$7.59M – – –
VFA
171
Voya Financial Advisors
Connecticut
$7.45M +$2.66M +48,658 +56%
AC
172
Abbrea Capital
California
$7.34M -$1.74M -31,842 -19%
SCA
173
Snowden Capital Advisors
New York
$7.3M +$1.22M +22,297 +20%
CCT
174
Capital City Trust
Florida
$7.14M +$5.47M +100,000 +328%
HCM
175
Hollencrest Capital Management
California
$7.08M +$152K +2,778 +2%
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