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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 %
AI
126
Atria Investments
North Carolina
$14.6M +$1.37M +24,771 +10%
WPC
127
White Pine Capital
Minnesota
$14.5M -$431K -7,812 -3%
ST
128
Sabal Trust
Florida
$14.5M +$2.98M +54,044 +26%
VHAM
129
Van Hulzen Asset Management
California
$14.3M -$152K -2,752 -1%
WF
130
Welch & Forbes
Massachusetts
$14.1M +$1.46M +26,535 +12%
TC
131
Telemus Capital
Michigan
$14M +$10.9M +198,414 +358%
SC
132
Scotia Capital
Ontario, Canada
$14M +$1.97M +35,664 +16%
MGIA
133
Matthew Goff Investment Advisor
Texas
$13.9M -$528K -9,568 -4%
CCA
134
Catalyst Capital Advisors
New York
$13.6M +$5.79M +105,012 +74%
BCM
135
Brookstone Capital Management
Illinois
$13.5M +$3.05M +55,284 +29%
Deutsche Bank
136
Deutsche Bank
Germany
$13.5M -$7.11M -128,897 -35%
CS
137
Comerica Securities
Michigan
$13.3M +$1M +18,153 +8%
NAG
138
Northstar Advisory Group
New Jersey
$13.2M +$13.2M +239,235 New
NAM
139
NTV Asset Management
West Virginia
$13.1M +$307K +5,560 +2%
PFA
140
Pure Financial Advisors
California
$13.1M +$8.62M +156,261 +195%
PCIA
141
Prime Capital Investment Advisors
Kansas
$13M -$23.3M -423,040 -64%
BFG
142
Beacon Financial Group
Texas
$12.7M -$13.9K -247 -0.1%
FFG
143
Fullen Financial Group
Ohio
$12.5M +$185K +3,346 +1%
AIMU
144
Allianz Investment Management US
Minnesota
$12.5M – – –
TSA
145
Tri-Star Advisors
Texas
$12.4M +$5.52M +100,202 +80%
CFG
146
Cooper Financial Group
California
$12.2M -$1.37M -24,756 -10%
KL
147
KWMG LLC
Kansas
$12M -$1.29M -23,440 -10%
FI
148
FormulaFolio Investments
Michigan
$11.9M +$11.9M +215,309 New
RJT
149
Raymond James Trust
Florida
$11.8M +$2.24M +40,677 +23%
SWP
150
Summit Wealth Partners
Florida
$11.8M +$1.14M +20,600 +11%
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