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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 %
CL
176
CPWM LLC
Washington
$8.15M +$114K +2,082 +1%
MD
177
Money Design
Japan
$8.09M +$8.09M +147,362 New
FSWA
178
Financial Synergies Wealth Advisors
Texas
$8.06M +$8.06M +146,803 New
OAM
179
Oppenheimer Asset Management
New York
$8.04M -$69.4K -1,264 -0.9%
JFA
180
Johanson Financial Advisors
California
$7.96M +$300K +5,472 +4%
SHJ
181
Sharkey, Howes & Javer
Colorado
$7.91M +$1.12M +20,466 +17%
HIM
182
HawsGoodwin Investment Management
Tennessee
$7.88M +$159K +2,889 +2%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$7.82M +$6.25M +113,836 +399%
CCA
184
Catalyst Capital Advisors
New York
$7.78M +$5.22M +95,059 +204%
IWC
185
Integrated Wealth Concepts
Massachusetts
$7.78M +$120K +2,178 +2%
HCM
186
Hollencrest Capital Management
California
$7.43M +$319K +5,802 +4%
VFM
187
Vivid Financial Management
California
$7.38M +$370K +6,740 +5%
RWA
188
Redhawk Wealth Advisors
Minnesota
$7.37M +$7.37M +134,178 New
GIM
189
Goelzer Investment Management
Indiana
$7.36M +$2.22M +40,503 +43%
AC
190
Abbrea Capital
California
$7.35M -$16.5K -300 -0.2%
HGWM
191
Horst & Graben Wealth Management
Oregon
$7.34M +$1.87M +34,117 +34%
BC
192
Bartlett & Co
Ohio
$7.34M +$317K +5,771 +5%
BCWM
193
Bartlett & Co Wealth Management
Ohio
$7.34M +$289K +5,266 +4%
SCA
194
Snowden Capital Advisors
New York
$7.32M -$2.47K -45 -0%
FAAS
195
First Allied Advisory Services
California
$7.01M +$90.1K +1,641 +1%
IA
196
IFP Advisors
Florida
$7M +$160K +2,910 +2%
GM
197
GeoWealth Management
Illinois
$6.91M -$59.4K -1,082 -0.9%
TSA
198
Tri-Star Advisors
Texas
$6.87M +$693K +12,619 +11%
PA
199
Probity Advisors
Texas
$6.83M +$453K +8,255 +7%
WAS
200
Wealth Advisory Solutions
Indiana
$6.77M +$76.8K +1,399 +1%
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8
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