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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.

Holders
761
Holders Change
+101
Holders Change %
+15.3%
% of All Funds
15.65%
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
1
Envestnet Asset Management
Illinois
$1.08B
2
Members Trust
2
Members Trust
Florida
$402M
3
Bank of America
3
Bank of America
North Carolina
$585M
4
LPL Financial
4
LPL Financial
California
$256M
5
SFM
5
Soros Fund Management
New York
$159M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$21.8M
2
MMI
2
Matson Money Inc
Ohio
$557M
3
Invesco
3
Invesco
Georgia
$0
4
MCM
4
Moore Capital Management
New York
$0
5
AssetMark Inc
5
AssetMark Inc
California
$9.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.08B 19,722,311 +15,708,102 +391%
Bank of America
2
Bank of America
North Carolina
$585M 10,692,015 +4,023,470 +60%
MMI
3
Matson Money Inc
Ohio
$557M 10,174,158 -1,800,797 -15%
Charles Schwab
4
Charles Schwab
California
$510M 9,325,925 +2,475,808 +36%
BlackRock
5
BlackRock
New York
$431M 7,873,358 +638,952 +9%
Morgan Stanley
6
Morgan Stanley
New York
$405M 7,405,140 +1,651,669 +29%
Members Trust
7
Members Trust
Florida
$402M 7,345,120 +7,345,120 New
UBS Group
8
UBS Group
Switzerland
$341M 6,235,777 +1,450,003 +30%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$338M 6,185,794 +2,237,101 +57%
Ameriprise
10
Ameriprise
Minnesota
$302M 5,448,940 +593,670 +12%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$257M 4,689,151 – –
LPL Financial
12
LPL Financial
California
$256M 4,683,563 +4,004,096 +589%
EWA
13
EP Wealth Advisors
California
$251M 4,591,473 +280,105 +6%
Wells Fargo
14
Wells Fargo
California
$246M 4,502,637 +625,704 +16%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$232M 4,235,147 +231,120 +6%
Truist Financial
16
Truist Financial
North Carolina
$210M 3,843,715 +2,460,744 +178%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$181M 3,316,409 +306,456 +10%
Goldman Sachs
18
Goldman Sachs
New York
$177M 3,241,275 +317,349 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$166M 3,042,556 +799,791 +36%
SFM
20
Soros Fund Management
New York
$159M 2,913,000 +2,913,000 New
Osaic Holdings
21
Osaic Holdings
Arizona
$134M 2,457,375 +1,394,760 +131%
AC
22
Allstate Corporation
Illinois
$124M 2,260,786 +641,528 +40%
KeyBank National Association
23
KeyBank National Association
Ohio
$115M 2,100,737 +2,796 +0.1%
HCC
24
Hirtle Callaghan & Co
Pennsylvania
– – – –
SI
25
Stephens Inc
Arkansas
$99.2M 1,813,211 +310,217 +21%
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