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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 %
HR
851
Howe & Rusling
New York
$21K +$21K +384 New
PMFA
852
Plante Moran Financial Advisors
Michigan
$21K +$21K +386 New
VCG
853
Vantage Consulting Group
Virginia
$20K +$20K +365 New
BFO
854
Biltmore Family Office
North Carolina
$19K – – –
BWM
855
BerganKDV Wealth Management
Minnesota
$18K – – –
AIP
856
Ameritas Investment Partners
Nebraska
$17K -$2.63K -48 -13%
SA
857
SRH Advisors
Kansas
$17K – – –
M
858
MOTCO
Texas
$16K -$8.62K -154 -35%
HWA
859
HHM Wealth Advisors
Tennessee
$16K – – –
FCM
860
Firestone Capital Management
Florida
$16K – – –
FDCDDQ
861
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K – – –
PFBT
862
Parkside Financial Bank & Trust
Missouri
$15K – – –
HI
863
Hoey Investments
Pennsylvania
$15K +$15K +271 New
First Manhattan
864
First Manhattan
New York
$12K – – –
PP
865
PrairieView Partners
Minnesota
$12K – – –
SIS
866
Sound Income Strategies
Florida
$12K – – –
VCM
867
Vigilant Capital Management
Maine
$11K – – –
RFA
868
Reilly Financial Advisors
California
$10K – – –
LDFR
869
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
MAWCM
870
Mine & Arao Wealth Creation & Management
California
$10K +$55 +1 +0.6%
CAM
871
Costello Asset Management
Pennsylvania
$9K – – –
BFC
872
Bedel Financial Consulting
Indiana
$9K – – –
MCM
873
McMillion Capital Management
North Carolina
$6K +$6K +100 New
PWA
874
Phoenix Wealth Advisors
North Carolina
$6K +$6K +100 New
AF
875
Allworth Financial
California
$5K +$2.53K +45 +102%
33 34
35
36 37