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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 %
WA
776
WealthTrust Axiom
Pennsylvania
$207K – – –
APCM
777
Alaska Permanent Capital Management
Alaska
$207K – – –
TCM
778
TD Capital Management
Tennessee
$207K +$92.5K +1,680 +81%
BPA
779
Beacon Pointe Advisors
California
$207K +$207K +3,796 New
AIA
780
Avalon Investment & Advisory
Texas
$204K -$10.1K -183 -5%
SAS
781
Sanford Advisory Services
Michigan
$202K +$202K +3,654 New
SNT
782
Security National Trust
West Virginia
$200K – – –
S
783
SignatureFD
Georgia
$193K -$342K -6,200 -64%
CA
784
Clearstead Advisors
Ohio
$181K +$15.8K +286 +10%
RPCA
785
Running Point Capital Advisors
California
$172K +$172K +3,122 New
FP
786
Financial Perspectives
Minnesota
$172K +$108K +1,958 +170%
GFPC
787
Global Financial Private Client
Florida
$171K +$62.7K +1,137 +58%
FM
788
Family Management
New York
$162K – – –
KCM
789
Kathmere Capital Management
Pennsylvania
$151K -$57.2K -1,039 -27%
OC
790
Oakworth Capital
Alabama
$148K – – –
FCH
791
Freestone Capital Holdings
Washington
$148K +$119K +2,153 +413%
TIM
792
Thornburg Investment Management
New Mexico
$147K – – –
FFA
793
Founders Financial Alliance
North Carolina
$139K +$13.5K +245 +11%
EI
794
Ellevest Inc
New York
$121K +$121K +2,194 New
MIM
795
MTM Investment Management
South Carolina
$121K +$121K +2,200 New
GAM
796
Gemmer Asset Management
California
$119K +$4.76K +86 +4%
D
797
Diversified
Delaware
$113K +$113K +2,064 New
EP
798
Eudaimonia Partners
Tennessee
$103K -$45.8K -832 -31%
SQA
799
Simon Quick Advisors
New Jersey
$102K -$57.5K -1,037 -36%
ARMC
800
American Research & Management Company
Massachusetts
$102K – – –
30 31
32
33 34