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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 %
IDBONY
151
Israel Discount Bank of New York
New York
$11.7M -$2.7M -48,882 -19%
DAM
152
Delta Asset Management
Tennessee
$11.6M +$255K +4,627 +2%
SFG
153
StrategIQ Financial Group
Indiana
$11.5M +$996K +18,050 +9%
SAS
154
Stelac Advisory Services
New York
$11.5M -$280K -5,074 -2%
PPW
155
Parcion Private Wealth
Washington
$11.4M -$680K -12,324 -6%
WT
156
Whittier Trust
California
$11.2M -$56.4K -1,023 -0.5%
CISOA
157
Capital Investment Services of America
Wisconsin
$11.1M -$110K -2,000 -1%
SAM
158
SP Asset Management
California
$11.1M +$2.14M +38,871 +24%
CIAS
159
CFS Investment Advisory Services
New Jersey
$11.1M +$11.1M +200,674 New
BC
160
Bartlett & Co
Ohio
$11M +$3.59M +65,069 +49%
BCWM
161
Bartlett & Co Wealth Management
Ohio
$11M +$3.59M +65,069 +49%
FCA
162
FLC Capital Advisors
California
$10.7M +$345K +6,257 +3%
Ensign Peak Advisors
163
Ensign Peak Advisors
Utah
$10.5M – – –
HPC
164
Hobart Private Capital
North Carolina
$10.4M +$2.04M +36,894 +24%
Mitsubishi UFJ Trust & Banking
165
Mitsubishi UFJ Trust & Banking
Japan
$10.3M – – –
NFA
166
Nationwide Fund Advisors
Ohio
$10.3M – – –
B
167
Barings
North Carolina
$10.2M -$414K -7,500 -4%
OAM
168
Oppenheimer Asset Management
New York
$10.1M +$2.07M +37,458 +26%
Franklin Resources
169
Franklin Resources
California
$10.1M +$277K +5,028 +3%
CC
170
Copperleaf Capital
North Carolina
$10.1M +$8.46M +153,426 +525%
COCM
171
Charter Oak Capital Management
New Hampshire
$9.81M +$9.81M +177,751 New
Prudential Financial
172
Prudential Financial
New Jersey
$9.8M +$1.51M +27,419 +18%
Betterment LLC
173
Betterment LLC
New York
$9.79M -$294K -5,320 -3%
APA
174
American Portfolios Advisors
New York
$9.76M +$357K +6,463 +4%
PFG
175
PAX Financial Group
Texas
$9.68M +$602K +10,904 +7%
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