We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

762 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, 325 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 39

144% more call options, than puts

Call options by funds: $492K | Put options by funds: $202K

86% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 175

46% more capital invested

Capital invested by funds: $8.25B → $12B (+$3.76B)

17% more funds holding in top 10

Funds holding in top 10: 8498 (+14)

15% more funds holding

Funds holding: 661762 (+101)

1.19% more ownership

Funds ownership: 68.53%69.72% (+1.2%)

Holders
762
Holders Change
+101
Holders Change %
+15.28%
% of All Funds
15.62%
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
325
Reduced
175
Closed
39
Calls
$492K
Puts
$202K
Net Calls
+$290K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.08B +$846M +15,708,102 +391%
Bank of America
2
Bank of America
North Carolina
$585M +$217M +4,023,470 +60%
MMI
3
Matson Money Inc
Ohio
$557M -$97M -1,800,797 -15%
Charles Schwab
4
Charles Schwab
California
$510M +$133M +2,475,808 +36%
BlackRock
5
BlackRock
New York
$431M +$34.4M +638,952 +9%
Morgan Stanley
6
Morgan Stanley
New York
$405M +$89M +1,651,669 +29%
Members Trust
7
Members Trust
Florida
$402M +$396M +7,345,120 New
UBS Group
8
UBS Group
Switzerland
$341M +$78.1M +1,450,003 +30%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$338M +$121M +2,237,101 +57%
Ameriprise
10
Ameriprise
Minnesota
$302M +$32M +593,670 +12%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$257M
LPL Financial
12
LPL Financial
California
$256M +$216M +4,004,096 +589%
EWA
13
EP Wealth Advisors
California
$251M +$15.1M +280,105 +6%
Wells Fargo
14
Wells Fargo
California
$246M +$33.7M +625,704 +16%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$232M +$12.5M +231,120 +6%
Truist Financial
16
Truist Financial
North Carolina
$210M +$133M +2,460,744 +178%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$181M +$16.5M +306,456 +10%
Goldman Sachs
18
Goldman Sachs
New York
$177M +$17.1M +317,349 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$166M +$43.1M +799,791 +36%
SFM
20
Soros Fund Management
New York
$159M +$157M +2,913,000 New
Osaic Holdings
21
Osaic Holdings
Arizona
$134M +$75.1M +1,394,760 +131%
AC
22
Allstate Corporation
Illinois
$124M +$34.6M +641,528 +40%
KeyBank National Association
23
KeyBank National Association
Ohio
$115M +$151K +2,796 +0.1%
HCC
24
Hirtle Callaghan & Co
Pennsylvania
$101M
SI
25
Stephens Inc
Arkansas
$99.2M +$16.7M +310,217 +21%

IGSB Hedge Fund Activity: Q2 2020 in Review

762 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2020, worth a combined $12B — up 46% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IGSB positions and 39 closed out — a net gain of 106 holders — while 325 added to existing stakes and 175 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $846M. The largest seller was Millennium Management, cutting an estimated $127M.

  • 762 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2020, up from 661 in Q1 2020.
  • Funds reported $12B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2020, up 46% quarter-over-quarter.
  • 145 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2020 and 39 closed out, a net change of +106 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $846M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2020 was Millennium Management, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2020.