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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 %
AFG
51
Arkansas Financial Group
Arkansas
$48.3M +$2.89M +52,404 +6%
TLFA
52
True Link Financial Advisors
California
$45.4M +$45.4M +822,223 New
SRC
53
Shufro Rose & Co
New York
$44M +$37.5M +679,674 +575%
OWP
54
Obermeyer Wealth Partners
Colorado
$40.8M +$5.12M +92,735 +14%
AWM
55
AE Wealth Management
Kansas
$39.9M +$8.56M +155,115 +27%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$39.6M +$181K +3,280 +0.5%
CTB
57
Country Trust Bank
Illinois
$39.5M -$17.1M -309,754 -30%
RMDI
58
R.M. Davis Inc
Maine
$38.7M +$12.4M +224,318 +47%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$38.2M -$168K -3,048 -0.4%
DCM
60
Davidson Capital Management
Texas
$37.9M +$328K +5,937 +0.9%
5L
61
55I LLC
Massachusetts
$36.3M +$14.4M +261,047 +66%
BMM
62
Buffington Mohr McNeal
Idaho
$36.2M +$4.52M +82,010 +14%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$36.1M -$2.2M -39,857 -6%
FG
64
Fiduciary Group
Georgia
$35.6M -$1.24M -22,549 -3%
SS
65
Simplicity Solutions
Minnesota
$33.7M +$3.59M +65,092 +12%
BRWA
66
B. Riley Wealth Advisors
Florida
$33.5M +$2.08M +37,709 +7%
HighTower Advisors
67
HighTower Advisors
Illinois
$30.7M +$12.3M +222,588 +67%
UCFA
68
United Capital Financial Advisors
Texas
$29.8M -$694K -12,585 -2%
FEG
69
Fund Evaluation Group
Ohio
$28.7M +$20M +362,760 +231%
NAM
70
Nationwide Asset Management
Ohio
$28.6M – – –
MG
71
Mather Group
Illinois
$28.3M +$2.46M +44,528 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
72
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.6M +$27.6M +500,000 New
TH
73
TCTC Holdings
Texas
$27.2M +$1.24M +22,406 +5%
Mariner
74
Mariner
Kansas
$26.9M +$9.05M +163,960 +51%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$26.8M -$722K -13,084 -3%
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