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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

903 hedge funds and large institutions have $17.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 356 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
15.86%
Holding in Top 10
112
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.88%
% of All Funds
1.97%
New
68
Increased
356
Reduced
322
Closed
49
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$102K

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$98.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$88.4M
3
FI
Fosun International
China
+$50.8M
4
Charles Schwab
Charles Schwab
California
+$42.1M
5
Bank of America
Bank of America
North Carolina
+$37.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$776M
2
BlackRock
BlackRock
New York
-$489M
3
AC
Allstate Corporation
Illinois
-$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
226
Beacon Investment Advisory Services
New Jersey
$7.54M -$11.2M -205,142 -60%
PWPCM
227
Perella Weinberg Partners Capital Management
New York
$7.48M +$2.38M +43,543 +47%
PFG
228
PAX Financial Group
Texas
$7.41M -$5.68M -104,021 -43%
NAM
229
NorthCoast Asset Management
Connecticut
$7.41M +$314K +5,737 +4%
RFC
230
Regions Financial Corp
Alabama
$7.28M -$268K -4,904 -4%
B
231
Bellecapital
Switzerland
$7.1M -$253K -4,633 -3%
SIC
232
Shoker Investment Counsel
Ohio
$7.09M +$30.7K +561 +0.4%
SIA
233
SeaBridge Investment Advisors
New Jersey
$7.06M +$98.7K +1,807 +1%
SB
234
Sunflower Bank
Texas
$7.03M -$664K -12,143 -9%
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$6.93M +$90K +1,648 +1%
SHIM
236
Stone House Investment Management
Pennsylvania
$6.92M – – –
AC
237
Abbrea Capital
California
$6.89M -$59K -1,080 -0.8%
FPGK
238
Financial Partners Group (Kansas)
Kansas
$6.89M +$351K +6,416 +5%
LOPW
239
Live Oak Private Wealth
North Carolina
$6.89M +$536K +9,813 +8%
SFG
240
Sovereign Financial Group
Connecticut
$6.88M +$1.35M +24,636 +24%
GM
241
GeoWealth Management
Illinois
$6.67M +$3.05M +55,898 +84%
OPS
242
Orion Portfolio Solutions
Nebraska
$6.63M +$36.3K +664 +0.6%
PT
243
Plimoth Trust
Massachusetts
$6.6M +$1.04M +19,065 +19%
PA
244
Probity Advisors
Texas
$6.56M -$133K -2,441 -2%
SCA
245
Snowden Capital Advisors
New York
$6.36M -$4.36M -79,796 -41%
GC
246
Gilbert & Cook
Iowa
$6.32M -$5.55M -101,644 -47%
YIA
247
YHB Investment Advisors
Connecticut
$6.29M +$2.18M +39,878 +53%
CWA
248
Core Wealth Advisors
Florida
$6.24M +$304K +5,568 +5%
AW
249
ACG Wealth
Georgia
$6.17M -$4.91M -89,810 -44%
SWM
250
Spire Wealth Management
Virginia
$6.17M -$1.64M -30,046 -21%
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