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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
$983M
2
Morgan Stanley
Morgan Stanley
New York
$638M
3
MYLI
Meiji Yasuda Life Insurance
Japan
$409M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.28B
5
AC
Allstate Corporation
Illinois
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$135M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$104M
3
BlackRock
BlackRock
New York
$1.06B
4
EK
Evensky & Katz
Florida
$788K
5
SI
Stephens Inc
Arkansas
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$135M -$107M -1,941,099 -44%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$113M +$8.21M +148,742 +8%
Stifel Financial
28
Stifel Financial
Missouri
$105M -$3.74M -67,723 -3%
HCC
29
Hirtle Callaghan & Co
Pennsylvania
$104M -$103M – –
KeyBank National Association
30
KeyBank National Association
Ohio
$101M -$284K -5,154 -0.3%
FT
31
Fiduciary Trust
Massachusetts
$100M +$7.95M +144,060 +9%
US Bancorp
32
US Bancorp
Minnesota
$93.6M +$2.46M +44,563 +3%
RJA
33
Raymond James & Associates
Florida
$86.4M +$44.5M +806,052 +106%
SI
34
Stephens Inc
Arkansas
$86.3M -$23.6M -427,945 -21%
PAS
35
Park Avenue Securities
New York
$85.4M +$9.01M +163,360 +12%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$83.8M -$14.6M -263,980 -15%
SL
37
Summitry LLC
California
$75.6M +$4.33M +78,461 +6%
SMFG
38
Sumitomo Mitsui Financial Group
Japan
$67.9M -$5.12M -92,747 -7%
EVM
39
Eaton Vance Management
Massachusetts
$62.9M +$62.5M +1,133,631 +16,832%
SFM
40
Soros Fund Management
New York
$61.4M – – –
BSB
41
Bangor Savings Bank
Maine
$60.7M +$14.1M +256,223 +30%
HTC
42
Haverford Trust Company
Pennsylvania
$59.9M +$1.66M +30,125 +3%
OCM
43
One Capital Management
California
$59.6M +$5.69M +103,196 +11%
DWM
44
Destination Wealth Management
California
$58.7M +$1.82M +33,065 +3%
MML Investors Services
45
MML Investors Services
Massachusetts
$54.9M +$3.65M +66,170 +7%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$52.2M -$20.7M -375,040 -28%
HCM
47
Hilton Capital Management
New York
$51.8M -$4.06M -73,638 -7%
Verition Fund Management
48
Verition Fund Management
Connecticut
$51.6M +$51.6M +935,041 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$51.1M +$7.92M +143,851 +18%
AAMC
50
Asset Allocation & Management Company
Illinois
$50.2M – – –
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