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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 %
CA
901
Calton & Associates
Florida
– -$466K -8,493 Closed
CCFM
902
Clear Creek Financial Management
Washington
– -$456K -8,296 Closed
WWM
903
Western Wealth Management
Colorado
– -$446K -8,118 Closed
JIP
904
Jaffetilchin Investment Partners
Florida
– -$370K -6,742 Closed
AWA
905
Alaska Wealth Advisors
Alaska
– -$317K -5,778 Closed
WAP
906
Wealthcare Advisory Partners
Pennsylvania
– -$317K -5,774 Closed
BB
907
Berkshire Bank
Massachusetts
– -$300K -5,458 Closed
RWB
908
RMR Wealth Builders
New Jersey
– -$279K -5,082 Closed
FCCM
909
First City Capital Management
Georgia
– -$222K -4,037 Closed
BONST
910
Bank of Nova Scotia Trust
Ontario, Canada
– -$209K -3,806 Closed
LF
911
LifeSteps Financial
California
– -$206K -3,750 Closed
FA
912
Faithward Advisors
Pennsylvania
– -$67K -1,222 Closed
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
– -$48K -869 Closed
CFB
914
Cullen/Frost Bankers
Texas
– -$22K -397 Closed
SIM
915
Sonora Investment Management
Arizona
– -$17K -312 Closed
VFA
916
Valeo Financial Advisors
Indiana
– -$14K -257 Closed
WCAMG
917
Woodard & Company Asset Management Group
North Carolina
– -$8K -144 Closed
SIC
918
Salem Investment Counselors
North Carolina
– -$5K -103 Closed
JWM
919
Jeppson Wealth Management
California
– -$4K -74 Closed
MNG
920
Manning & Napier Group
New York
– -$10.5M – –
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