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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 %
CAG
376
Crestwood Advisors Group
Massachusetts
$2.34M -$63.9K -1,158 -3%
ASN
377
Advisory Services Network
Georgia
$2.34M +$97K +1,759 +4%
IWM
378
IHT Wealth Management
Illinois
$2.33M +$188K +3,401 +9%
UFA
379
US Financial Advisors
Massachusetts
$2.32M +$2.32M +42,016 New
CF
380
Centaurus Financial
California
$2.31M +$27.4K +496 +1%
SBH
381
Segall Bryant & Hamill
Illinois
$2.28M +$102K +1,836 +5%
SWA
382
Sax Wealth Advisors
New Jersey
$2.26M +$2.26M +40,886 New
LC
383
Lindbrook Capital
California
$2.25M – – –
KA
384
Kovack Advisors
Florida
$2.2M +$140K +2,537 +7%
ISL
385
Ingalls & Snyder LLC
New York
$2.19M +$265K +4,800 +14%
FNBT
386
FineMark National Bank & Trust
Florida
$2.18M – – –
WFC
387
Western Financial Corp
California
$2.16M +$2.16M +39,089 New
CCM
388
Coe Capital Management
Illinois
$2.12M +$5.3K +96 +0.3%
MCM
389
Mattern Capital Management
Colorado
$2.11M -$431K -7,817 -17%
SWM
390
Stockman Wealth Management
Montana
$2.11M +$223K +4,042 +12%
WTC
391
WhitTier Trust Company
Nevada
$2.1M -$13.3K -242 -0.6%
WI
392
WrapManager Inc
California
$2.09M +$173K +3,130 +9%
TCA
393
Transcend Capital Advisors
New Jersey
$2.08M -$36K -652 -2%
TWM
394
Tradition Wealth Management
Minnesota
$2.05M +$2.05M +37,230 New
4WM
395
4J Wealth Management
Virginia
$2.04M +$2.04M +36,950 New
OIA
396
OneDigital Investment Advisors
Kansas
$2.03M -$383K -6,944 -16%
SFG
397
Summit Financial Group
West Virginia
$2.01M +$1.03M +18,620 +105%
SWM
398
SigFig Wealth Management
California
$1.99M +$565K +10,233 +40%
HSA
399
HBK Sorce Advisory
Pennsylvania
$1.99M -$221 -4 -0%
VAS
400
Vestmark Advisory Solutions
Massachusetts
$1.97M +$602K +10,917 +44%
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