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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 %
CSIC
726
Clifford Swan Investment Counsel
California
$272K +$41.9K +760 +18%
FHA
727
Flagship Harbor Advisors
Massachusetts
$271K – – –
SWM
728
SVA Wealth Management
Wisconsin
$271K +$271K +4,909 New
RMAM
729
Raab & Moskowitz Asset Management
New Jersey
$269K – – –
IC
730
Inscription Capital
Texas
$266K +$266K +4,827 New
KFS
731
Kelly Financial Services
Massachusetts
$265K +$146K +2,650 +123%
CSM
732
CAMG Solamere Management
North Carolina
$265K -$35.9K -650 -12%
LNC
733
Lincoln National Corp
Pennsylvania
$265K +$23.5K +426 +10%
SIC
734
Sigma Investment Counselors
Michigan
$264K +$51.3K +930 +24%
HWM
735
Hemington Wealth Management
Virginia
$260K +$260K +4,715 New
SWMG
736
Strategic Wealth Management Group
Maryland
$258K +$165 +3 +0.1%
ERWM
737
Elk River Wealth Management
Colorado
$258K +$258K +4,670 New
SIA
738
Soltis Investment Advisors
Utah
$258K +$258K +4,672 New
KIG
739
Kowal Investment Group
Wisconsin
$257K +$257K +4,667 New
NCM
740
Novare Capital Management
North Carolina
$254K -$5.52K -100 -2%
OGF
741
Orin Green Financial
California
$253K +$253K +4,586 New
DP
742
Dearborn Partners
Illinois
$252K – – –
LIG
743
Lokken Investment Group
Delaware
$252K +$252K +4,563 New
ACA
744
Aptus Capital Advisors
Alabama
$250K +$106K +1,922 +73%
PCM
745
Parsons Capital Management
Rhode Island
$248K +$248K +4,498 New
NB
746
NBT Bank
New York
$247K – – –
RF
747
RHS Financial
California
$245K -$131K -2,374 -35%
CWM
748
Chesapeake Wealth Management
Virginia
$244K -$1.38K -25 -0.6%
CMI
749
Clare Market Investments
Texas
$244K -$10.4K -189 -4%
BFA
750
Bragg Financial Advisors
North Carolina
$243K -$32.3K -585 -12%
28 29
30
31 32