IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
201
Financial Partners Group (Kansas)
Kansas
$6.7M +$935K +17,034 +16%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$6.69M +$218K +3,961 +3%
PCM
203
Pointe Capital Management
Michigan
$6.65M +$8.24K +150 +0.1%
ANTB
204
AMG National Trust Bank
Colorado
$6.56M -$357K -6,495 -5%
VFA
205
Voya Financial Advisors
Connecticut
$6.51M -$966K -17,596 -13%
SRC
206
Shufro Rose & Co
New York
$6.5M +$6.5M +118,284 New
Northern Trust
207
Northern Trust
Illinois
$6.49M +$334K +609,060 +5%
PFM
208
Peak Financial Management
Massachusetts
$6.46M +$440K +8,021 +7%
SIC
209
Shoker Investment Counsel
Ohio
$6.42M +$1.12M +20,391 +21%
NA
210
NextCapital Advisers
Illinois
$6.37M +$1.31M +23,774 +26%
IAN
211
Integrated Advisors Network
Texas
$6.27M -$541K -9,856 -8%
WR
212
Watson Rebecca
$6.27M +$471K +8,579 +8%
PBO
213
Peoples Bank (Ohio)
Ohio
$6.26M +$1.16M +21,036 +23%
CCT
214
Capital City Trust
Florida
$6.25M -$914K -16,647 -13%
PAG
215
Private Advisor Group
New Jersey
$6.16M +$304K +5,536 +5%
CCWA
216
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.16M +$98K +1,784 +2%
GDP
217
Great Diamond Partners
Maine
$6.14M -$5.37M -97,863 -47%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$6.11M +$259K +4,708 +4%
SC
219
SouthState Corp
Florida
$6.11M +$6.11M +111,220 New
PWPCM
220
Perella Weinberg Partners Capital Management
New York
$6.04M -$1.57M -28,632 -21%
AAM
221
Autus Asset Management
Arizona
$5.99M +$108K +1,970 +2%
OPS
222
Orion Portfolio Solutions
Nebraska
$5.98M -$106K -1,925 -2%
SHIM
223
Stone House Investment Management
Pennsylvania
$5.89M +$188K +3,424 +3%
SPIA
224
Steward Partners Investment Advisory
New York
$5.76M +$1.65M +30,075 +40%
OC
225
Oppenheimer & Co
New York
$5.69M +$18.5K +337 +0.3%