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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 %
SSB
826
Sandy Spring Bank
Maryland
$49K +$168 +3 +0.3%
BW
827
Bison Wealth
Georgia
$49K +$10.8K +196 +28%
IBOK
828
Independence Bank of Kentucky
Kentucky
$48K – – –
LS
829
Leelyn Smith
Illinois
$44K -$468K -8,487 -91%
FEG
830
Financial Enhancement Group
Indiana
$44K – – –
JWM
831
Janiczek Wealth Management
Colorado
$43K +$43K +785 New
JAM
832
JCIC Asset Management
Ontario, Canada
$40K – – –
Jones Financial Companies
833
Jones Financial Companies
Missouri
$40K +$40K +725 New
MA
834
Montag & Associates
Georgia
$34K +$34K +620 New
JFA
835
JNBA Financial Advisors
Minnesota
$33K – – –
HWA
836
HCR Wealth Advisors
California
$33K – – –
PP
837
Pacifica Partners
Canada
$33K – – –
FCFS
838
First Command Financial Services
Texas
$33K +$33K +600 New
FCB
839
First Command Bank
Texas
$33K +$33K +600 New
GA
840
GoalVest Advisory
New York
$32K +$32K +572 New
HDIM
841
Hanson & Doremus Investment Management
Vermont
$31K – – –
WEC
842
Winslow Evans & Crocker
Massachusetts
$29K +$29K +524 New
HFA
843
Hoover Financial Advisors
Pennsylvania
$28K – – –
ME
844
McIlrath & Eck
Washington
$27K – – –
FWM
845
Focused Wealth Management
New York
$27K – – –
GI
846
Gradient Investments
Minnesota
$27K – – –
JPLA
847
Joseph P. Lucia & Associates
New York
$27K +$27K +485 New
PO
848
Private Ocean
California
$27K +$27K +490 New
SIAG
849
Safeguard Investment Advisory Group
California
$26K +$26K +477 New
ICM
850
Islay Capital Management
Texas
$22K – – –
32 33
34
35 36