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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

889 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, 386 increasing their positions, 237 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 29

63% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 237

20% more capital invested

Capital invested by funds: $13.9B → $16.6B (+$2.74B)

13% more funds holding

Funds holding: 788 → 889 (+101)

6% more funds holding in top 10

Funds holding in top 10: 108 → 115 (+7)

6.06% more ownership

Funds ownership: 71.09% → 77.15% (+6.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $778K

Holders
889
Holders Change
+101
Holders Change %
+12.82%
% of All Funds
15.73%
Holding in Top 10
115
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.48%
% of All Funds
2.04%
New
145
Increased
386
Reduced
237
Closed
29
Calls
–
Puts
$778K
Net Calls
-$778K
Net Calls Change
+$5.92M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$755M
2
Morgan Stanley
Morgan Stanley
New York
+$136M
3
MYLI
Meiji Yasuda Life Insurance
Japan
+$105M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$90M
5
AC
Allstate Corporation
Illinois
+$83.1M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$107M
2
BlackRock
BlackRock
New York
-$66.2M
3
EK
Evensky & Katz
Florida
-$29.6M
4
SI
Stephens Inc
Arkansas
-$23.5M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
826
Matrix Private Capital Group
New York
$52K – – –
FI
827
Fosun International
China
$51.3K – – –
SSB
828
Sandy Spring Bank
Maryland
$49K +$165 +3 +0.3%
BW
829
Bison Wealth
Georgia
$49K +$10.8K +196 +28%
IBOK
830
Independence Bank of Kentucky
Kentucky
$48K – – –
LS
831
Leelyn Smith
Illinois
$44K -$467K -8,487 -91%
FEG
832
Financial Enhancement Group
Indiana
$44K – – –
JWM
833
Janiczek Wealth Management
Colorado
$43K +$43.2K +785 New
JAM
834
JCIC Asset Management
Ontario, Canada
$40K – – –
Jones Financial Companies
835
Jones Financial Companies
Missouri
$40K +$39.9K +725 New
MA
836
Montag & Associates
Georgia
$34K +$34.1K +620 New
HWA
837
HCR Wealth Advisors
California
$33K – – –
JFA
838
JNBA Financial Advisors
Minnesota
$33K – – –
PP
839
Pacifica Partners
Canada
$33K – – –
FCB
840
First Command Bank
Texas
$33K +$33K +600 New
FCFS
841
First Command Financial Services
Texas
$33K +$33K +600 New
GA
842
GoalVest Advisory
New York
$32K +$31.4K +572 New
HDIM
843
Hanson & Doremus Investment Management
Vermont
$31K – – –
WEC
844
Winslow Evans & Crocker
Massachusetts
$29K +$28.8K +524 New
HFA
845
Hoover Financial Advisors
Pennsylvania
$28K – – –
FWM
846
Focused Wealth Management
New York
$27K – – –
GI
847
Gradient Investments
Minnesota
$27K – – –
ME
848
McIlrath & Eck
Washington
$27K – – –
JPLA
849
Joseph P. Lucia & Associates
New York
$27K +$26.7K +485 New
PO
850
Private Ocean
California
$27K +$26.9K +490 New
32 33
34
35 36

IGSB Hedge Fund Activity: Q4 2020 in Review

889 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2020, worth a combined $16.6B — up 20% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IGSB positions and 29 closed out — a net gain of 116 holders — while 386 added to existing stakes and 237 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $755M. The largest seller was Truist Financial, cutting an estimated $107M.

  • 889 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2020, up from 788 in Q3 2020.
  • Funds reported $16.6B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 145 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2020 and 29 closed out, a net change of +116 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2020 was Fidelity Investments, an estimated $755M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2020 was Truist Financial, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.