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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
$983M
2
Morgan Stanley
Morgan Stanley
New York
$638M
3
MYLI
Meiji Yasuda Life Insurance
Japan
$409M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.28B
5
AC
Allstate Corporation
Illinois
$274M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$135M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$104M
3
BlackRock
BlackRock
New York
$1.06B
4
EK
Evensky & Katz
Florida
$788K
5
SI
Stephens Inc
Arkansas
$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
76
James Investment Research
Ohio
$26.5M -$1.01M -18,366 -4%
AAP
77
Arax Advisory Partners
Colorado
$26.2M -$162K -2,930 -0.6%
QAM
78
QCI Asset Management
New York
$26M +$1.07M +19,455 +4%
KAS
79
Kestra Advisory Services
Texas
$25.7M +$2.29M +41,587 +10%
CFSG
80
Community Financial Services Group
Vermont
$25.4M +$25.4M +459,784 New
CIC
81
Cutler Investment Counsel
Oregon
$25.2M +$1.42M +25,662 +6%
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$25.2M – – –
NC
83
NewSquare Capital
Pennsylvania
$25M +$436K +7,908 +2%
GC
84
Guggenheim Capital
Illinois
$24.9M -$3.45M -62,617 -12%
HNB
85
Huntington National Bank
Ohio
$24.3M -$23.4M – –
MPM
86
Meritage Portfolio Management
Kansas
$24.2M +$14.4M +261,284 +148%
PI
87
Parkside Investments
Illinois
$24.1M +$9.13M +165,575 +61%
FSWA
88
Financial Synergies Wealth Advisors
Texas
$23.7M +$15.6M +282,466 +192%
SSWG
89
Seven Springs Wealth Group
Tennessee
$23.1M +$22.6M +408,819 +4,509%
NA
90
NewEdge Advisors
Louisiana
$23M +$3.22M +58,456 +16%
VRM
91
Vectors Research Management
New York
$22.5M +$3.1M +56,149 +16%
DC
92
Davenport & Co
Virginia
$22.3M +$141K +2,553 +0.6%
HC
93
HNP Capital
New York
$22.2M +$1.06M +19,151 +5%
LFS
94
Lutz Financial Services
Nebraska
$21.6M +$1.65M +29,902 +8%
EWM
95
Endurance Wealth Management
Rhode Island
$21.1M +$2.24M +40,528 +12%
CFGS
96
Concourse Financial Group Securities
Alabama
$20.4M +$1.94M +39,975 +10%
GG
97
Greenwood Gearhart
Arkansas
$20.4M +$3.53M +63,916 +21%
AFS
98
Amtrust Financial Services
New York
$20.3M +$20.3M +367,800 New
Baird Financial Group
99
Baird Financial Group
Wisconsin
$20.1M +$1.93M +34,955 +11%
WC
100
Whitney & Co
New York
$20.1M -$6.51M -118,151 -24%
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