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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 %
M&T Bank
351
M&T Bank
New York
$2.75M -$209K -3,791 -7%
LHC
352
Little House Capital
Massachusetts
$2.75M +$435K +7,888 +19%
KCM
353
Kanawha Capital Management
Virginia
$2.7M -$45K -815 -2%
B
354
Bailard
California
$2.66M -$343K -6,210 -11%
S
355
Surevest
California
$2.66M +$229K +4,147 +9%
WP
356
WealthSource Partners
California
$2.64M +$2.2M +39,901 +499%
FCMT
357
Founders Capital Management (Texas)
Texas
$2.63M +$2.63M +47,650 New
FIA
358
Foundations Investment Advisors
Arizona
$2.62M +$779K +14,149 +42%
NPP
359
New Potomac Partners
Maryland
$2.61M +$201K +3,650 +8%
CAG
360
Csenge Advisory Group
Florida
$2.57M -$2.05M -37,162 -44%
WA
361
Winfield Associates
Ohio
$2.57M +$1.15M +20,903 +81%
MCM
362
Monument Capital Management
Virginia
$2.55M +$225K +4,083 +10%
NSB
363
Norway Savings Bank
Maine
$2.54M +$309K +5,607 +14%
JWS
364
Juncture Wealth Strategies
Arizona
$2.5M +$283K +5,135 +13%
AIFAIM
365
American Institute for Advanced Investment Management
Arizona
$2.5M -$41.4K -750 -2%
ECA
366
Elevated Capital Advisors
Utah
$2.5M +$70.6K +1,279 +3%
TF
367
Trek Financial
Arizona
$2.49M +$493K +8,942 +25%
SEM
368
Strategic Equity Management
Arizona
$2.47M +$2.47M +44,847 New
CB
369
Commerce Bank
Missouri
$2.47M +$2.03M +36,778 +462%
CWM
370
Calamos Wealth Management
Illinois
$2.46M +$652K +11,822 +36%
GCA
371
Gradient Capital Advisors
California
$2.46M -$145K -2,621 -6%
EAM
372
Eagle Asset Management
Florida
$2.41M +$1.52M +27,638 +171%
PCG
373
Private Capital Group
Connecticut
$2.39M +$265K +4,809 +13%
BC
374
Burleson & Co
California
$2.37M -$167K -3,026 -7%
AIA
375
Ally Invest Advisors
North Carolina
$2.37M +$669K +12,134 +39%
13 14
15
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