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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
–
Net Calls
+$603K
Net Calls Change
+$62K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$596M
2
B
Barings
North Carolina
+$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$189M
4
Jane Street
Jane Street
New York
+$183M
5
AC
Allstate Corporation
Illinois
+$68.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$288M
2
NAM
Nationwide Asset Management
Ohio
-$287M
3
FRBONY
Federal Reserve Bank of New York
New York
-$176M
4
BlackRock
BlackRock
New York
-$163M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$7.77M -$3.96M -72,234 -34%
SB
227
Sunflower Bank
Texas
$7.72M -$148K -2,694 -2%
PFM
228
Peak Financial Management
Massachusetts
$7.71M +$379K +6,917 +5%
SC
229
SouthState Corp
Florida
$7.69M +$1.36M +24,889 +22%
Betterment LLC
230
Betterment LLC
New York
$7.68M -$1.16M -21,096 -13%
JFA
231
Johanson Financial Advisors
California
$7.66M -$46K -840 -0.6%
EH
232
Equitable Holdings
New York
$7.63M +$709K +12,936 +10%
BWP
233
Bernardo Wealth Planning
Pennsylvania
$7.58M +$2.65M +48,397 +54%
RFC
234
Regions Financial Corp
Alabama
$7.57M -$296K -5,406 -4%
CWM
235
Concentric Wealth Management
California
$7.51M +$885K +16,140 +13%
PCM
236
Pointe Capital Management
Michigan
$7.49M +$632K +11,533 +9%
B
237
Bellecapital
Switzerland
$7.37M -$252K -4,590 -3%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$7.31M +$7.31M +133,332 New
1WM
239
1900 Wealth Management
Texas
$7.28M +$368K +6,713 +5%
FIA
240
Foundations Investment Advisors
Arizona
$7.25M +$1.87M +34,145 +35%
NAM
241
NorthCoast Asset Management
Connecticut
$7.11M +$609K +11,093 +9%
OAP
242
One Advisory Partners
Kansas
$7.09M +$334K +6,102 +5%
SIC
243
Shoker Investment Counsel
Ohio
$7.08M -$38.3K -699 -0.5%
SIA
244
SeaBridge Investment Advisors
New Jersey
$6.98M -$158K -2,885 -2%
AC
245
Abbrea Capital
California
$6.98M -$115K -2,100 -2%
SHIM
246
Stone House Investment Management
Pennsylvania
$6.92M +$754K +13,750 +12%
TIAM2
247
Tru Independence Asset Management 2
Oregon
$6.9M +$1.49M +27,107 +27%
IWP
248
Icon Wealth Partners
Texas
$6.88M +$1.47M +26,881 +27%
TNBTD
249
Trustmark National Bank Trust Department
Mississippi
$6.86M +$41.8K +763 +0.6%
PFP
250
Pinnacle Financial Partners
Tennessee
$6.78M +$870K +15,872 +15%
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