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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

887 hedge funds and large institutions have $16.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 384 increasing their positions, 237 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+101
Holders Change %
+12.85%
% of All Funds
15.74%
Holding in Top 10
114
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.54%
% of All Funds
2.02%
New
145
Increased
384
Reduced
237
Closed
29
Calls
–
Puts
$778K
Net Calls
-$778K
Net Calls Change
+$5.92M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$758M
2
Morgan Stanley
Morgan Stanley
New York
+$137M
3
MYLI
Meiji Yasuda Life Insurance
Japan
+$105M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$90.3M
5
AC
Allstate Corporation
Illinois
+$83.4M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$107M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$103M
3
BlackRock
BlackRock
New York
-$66.4M
4
EK
Evensky & Katz
Florida
-$29.7M
5
SI
Stephens Inc
Arkansas
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
301
Bay Harbor Wealth Management
Maryland
$3.92M +$609K +11,037 +18%
MCIA
302
Mountain Capital Investment Advisors
Colorado
$3.9M -$476K -8,642 -11%
SFS
303
Sowell Financial Services
Arkansas
$3.87M -$296K -5,373 -7%
LG
304
LaFleur & Godfrey
Michigan
$3.85M +$504K +9,145 +15%
William Blair & Company
305
William Blair & Company
Illinois
$3.82M +$523K +9,485 +16%
JWCA
306
J.W. Cole Advisors
Florida
$3.8M +$1.26M +22,850 +50%
DADC
307
D.A. Davidson & Co
Montana
$3.78M +$763K +13,830 +25%
I
308
INVST
Indiana
$3.78M +$696K +12,615 +23%
FUBT
309
First United Bank & Trust
Maryland
$3.73M +$489K +8,871 +15%
AFAS
310
Acorn Financial Advisory Services
Virginia
$3.69M +$534K +9,697 +17%
CC
311
Courier Capital
New York
$3.66M +$287K +5,210 +9%
MM
312
Meridian Management
Arkansas
$3.64M – – –
LWM
313
Liberty Wealth Management
California
$3.61M +$275K +4,998 +8%
MAG
314
MRA Advisory Group
New Jersey
$3.61M +$3.61M +65,336 New
LTI
315
Laffer Tengler Investments
Tennessee
$3.54M +$1.12M +20,310 +46%
CWA
316
Core Wealth Advisors
Florida
$3.53M -$1.21M -21,955 -26%
IWP
317
Icon Wealth Partners
Texas
$3.51M -$1.45M -26,327 -29%
PA
318
Pinnacle Associates
New York
$3.5M -$32.5K -590 -0.9%
RCA
319
Rowland Carmichael Advisors
Arizona
$3.48M -$805K -14,585 -19%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$3.43M +$42.5K +771 +1%
CMP
321
Courage Miller Partners
Virginia
$3.42M -$18.9K -342 -0.5%
HCP
322
Holt Capital Partners
Texas
$3.4M +$102K +1,850 +3%
SAM
323
Strategy Asset Managers
California
$3.35M +$562K +10,193 +20%
AIM
324
Aspen Investment Management
Michigan
$3.3M +$137K +2,487 +4%
FBA
325
Front Barnett Associates
Illinois
$3.23M -$66.5K -1,205 -2%
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