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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 %
DWM
326
Dakota Wealth Management
Florida
$3.19M +$10.6K +192 +0.3%
ECM
327
Evergreen Capital Management
Washington
$3.18M -$520K -9,425 -14%
HW
328
Hancock Whitney
Mississippi
$3.15M +$2.59M +46,878 +459%
DE
329
Day & Ennis
Georgia
$3.13M +$842K +15,257 +37%
BEI
330
Benjamin Edwards Inc
Missouri
$3.12M -$595K -10,787 -16%
CPIG
331
Chicago Partners Investment Group
Illinois
$3.12M +$1.33M +24,200 +75%
FCM
332
Fortis Capital Management
Washington
$3.12M +$533K +9,663 +21%
BHB
333
Bank Hapoalim BM
Israel
$3.11M – – –
PP
334
Prosperity Planning
Missouri
$3.1M – – –
FNBOSM
335
First National Bank of South Miami
Florida
$3.09M +$261K +4,738 +9%
WA
336
Wilshire Advisors
California
$3.07M +$182K +3,293 +6%
AF
337
Arrow Financial
New York
$3.05M -$67.6K -1,225 -2%
Renaissance Technologies
338
Renaissance Technologies
New York
$3.03M +$3.03M +54,825 New
IDA
339
Intelligence Driven Advisers
California
$3M +$609K +11,036 +26%
HKAM
340
Horizon Kinetics Asset Management
New York
$2.98M – – –
BAM
341
Barrett Asset Management
New York
$2.98M +$637K +11,550 +27%
DAS
342
Dynamic Advisor Solutions
Arizona
$2.94M +$1.21M +22,011 +70%
NSCM
343
New South Capital Management
Tennessee
$2.91M – – –
SWA
344
Stratos Wealth Advisors
Ohio
$2.91M +$1.64M +29,684 +129%
WBG
345
Wharton Business Group
Pennsylvania
$2.89M +$181K +3,275 +7%
SPC
346
Sigma Planning Corp
Michigan
$2.85M +$203K +3,675 +8%
SIA
347
Strategic Investment Advisors
Michigan
$2.85M -$2.66M -48,282 -48%
TCWM
348
Total Clarity Wealth Management
Illinois
$2.83M +$2.83M +51,290 New
KPWS
349
Kestra Private Wealth Services
Texas
$2.8M +$244K +4,421 +10%
CIAS
350
Capital Investment Advisory Services
North Carolina
$2.75M -$1.04M -18,783 -27%
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