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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 %
MWM
651
Madison Wealth Management
Ohio
$463K – – –
WPA
652
West Paces Advisors
Georgia
$461K – – –
OPA
653
Old Port Advisors
Maine
$458K -$3.09K -56 -0.7%
CSA
654
Cottage Street Advisors
Massachusetts
$456K -$165K -2,994 -27%
FFWM
655
Future Financial Wealth Management
Ohio
$455K +$455K +8,245 New
HIM
656
Hanlon Investment Management
New Jersey
$448K +$64K +1,160 +17%
HCA
657
Horan Capital Advisors
Ohio
$447K +$3.14K +57 +0.7%
NEWAS
658
N.E.W. Advisory Services
Wisconsin
$447K +$447K +8,136 New
DWT
659
Dorsey & Whitney Trust
South Dakota
$441K – – –
AllianceBernstein
660
AllianceBernstein
Tennessee
$441K +$441K +8,000 New
FHC
661
First Horizon Corporation
Tennessee
$440K – – –
TFS
662
TrustCore Financial Services
Tennessee
$438K – – –
PFO
663
Pathstone Family Office
New Jersey
$435K -$724K -13,113 -62%
HS
664
Horan Securities
United States
$432K -$1.66K -30 -0.4%
MFG
665
Menard Financial Group
Texas
$432K – – –
CAM
666
Covenant Asset Management
New Jersey
$428K – – –
PFA
667
Pinnacle Family Advisors
Missouri
$428K +$428K +7,762 New
FWM
668
FSA Wealth Management
Massachusetts
$424K -$239K -4,336 -36%
BRG
669
Bay Rivers Group
Virginia
$423K -$19.3K -350 -4%
EAM
670
Evanson Asset Management
California
$423K +$1.88K +34 +0.4%
AOWM
671
Alpha Omega Wealth Management
Virginia
$421K – – –
ISWM
672
Independent Solutions Wealth Management
New York
$415K +$38.6K +700 +10%
HFS
673
Haverford Financial Services
Pennsylvania
$415K – – –
IFAM
674
Institutional & Family Asset Management
Colorado
$414K +$827 +15 +0.2%
MIH
675
Meitav Investment House
Israel
$413K +$51.3K +931 +14%
25 26
27
28 29