IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$7.05M +$3.7M +67,709 +111%
BCWM
177
Bartlett & Co Wealth Management
Ohio
$7.02M +$604K +11,038 +9%
BC
178
Bartlett & Co
Ohio
$6.99M +$576K +10,533 +9%
VFM
179
Vivid Financial Management
California
$6.98M +$6.98M +127,652 New
GM
180
GeoWealth Management
Illinois
$6.95M +$2.26M +41,325 +48%
FCA
181
FLC Capital Advisors
California
$6.92M +$6.92M +126,401 New
ANTB
182
AMG National Trust Bank
Colorado
$6.89M +$6.89M +125,984 New
FAAS
183
First Allied Advisory Services
California
$6.89M +$4.93M +90,083 +251%
IA
184
IFP Advisors
Florida
$6.81M +$859K +15,697 +14%
IAN
185
Integrated Advisors Network
Texas
$6.79M +$192K +3,503 +3%
SHJ
186
Sharkey, Howes & Javer
Colorado
$6.77M +$6.77M +123,655 New
JSA
187
Jacobson & Schmitt Advisors
Wisconsin
$6.71M +$4.96M +90,602 +283%
WAS
188
Wealth Advisory Solutions
Indiana
$6.67M -$94.2K -1,722 -1%
PCM
189
Pointe Capital Management
Michigan
$6.61M -$8.92K -163 -0.1%
TNBTD
190
Trustmark National Bank Trust Department
Mississippi
$6.45M +$68.4K +1,250 +1%
SAS
191
Sage Advisory Services
Texas
$6.45M +$3.3M +60,258 +105%
PA
192
Probity Advisors
Texas
$6.35M -$316K -5,773 -5%
HPC
193
Hobart Private Capital
North Carolina
$6.34M +$5.96M +108,995 +1,576%
RA
194
RFG Advisory
Alabama
$6.28M +$3.09M +56,396 +97%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$6.19M +$3.39M +62,029 +121%
RWM
196
Ritholtz Wealth Management
New York
$6.18M +$3.49M +63,834 +130%
TSA
197
Tri-Star Advisors
Texas
$6.17M +$6.17M +112,395 New
C1AG
198
Client 1st Advisory Group
Florida
$6.08M +$6.08M +110,685 New
OPS
199
Orion Portfolio Solutions
Nebraska
$6.07M +$4.36M +79,618 +255%
CCWA
200
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.04M +$6.04M +110,357 New