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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

942 hedge funds and large institutions have $15.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 291 increasing their positions, 374 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+39
Holders Change %
+4.32%
% of All Funds
14.55%
Holding in Top 10
102
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.93%
% of All Funds
1.58%
New
137
Increased
291
Reduced
374
Closed
81
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$704K

Top Buyers

1
HCC
Hirtle Callaghan & Co
Pennsylvania
+$217M
2
AssetMark Inc
AssetMark Inc
California
+$182M
3
AC
Allstate Corporation
Illinois
+$174M
4
SLF
Sun Life Financial
Ontario, Canada
+$89.9M
5
Goldman Sachs
Goldman Sachs
New York
+$86M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$650M
2
B
Barings
North Carolina
-$393M
3
LPL Financial
LPL Financial
California
-$133M
4
Morgan Stanley
Morgan Stanley
New York
-$107M
5
Ameriprise
Ameriprise
Minnesota
-$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
226
Kingfisher Capital
North Carolina
$6.88M -$2.49M -46,171 -27%
FCM
227
Fortis Capital Management
Washington
$6.8M +$2.53M +46,961 +59%
PT
228
Plimoth Trust
Massachusetts
$6.67M +$156K +2,900 +2%
HIM
229
HawsGoodwin Investment Management
Tennessee
$6.63M -$1.01M -18,771 -13%
AC
230
Abbrea Capital
California
$6.59M -$213K -3,945 -3%
RSVP
231
Ramsay Stattman Vela & Price
Colorado
$6.56M +$6.56M +121,675 New
TSA
232
Tri-Star Advisors
Texas
$6.53M -$6.68M -124,660 -51%
VVP
233
Venture Visionary Partners
Ohio
$6.49M +$1.19M +21,996 +22%
BIS
234
BG Investment Services
Guam
$6.49M +$6.49M +120,385 New
RFC
235
Regions Financial Corp
Alabama
$6.47M -$713K -13,239 -10%
APIM
236
Agate Pass Investment Management
Washington
$6.46M +$6.46M +119,933 New
SIC
237
Shoker Investment Counsel
Ohio
$6.36M -$631K -11,720 -9%
CCM
238
Covington Capital Management
California
$6.32M +$248K +4,609 +4%
RWG
239
Regal Wealth Group
California
$6.3M +$327K +6,072 +5%
PA
240
Probity Advisors
Texas
$6.28M -$191K -3,539 -3%
BIAS
241
Beacon Investment Advisory Services
New Jersey
$6.28M -$1.16M -21,482 -16%
PP
242
Prosperity Planning
Missouri
$6.26M +$747K +13,858 +14%
EDRIA
243
Edmonds Duncan Registered Investment Advisors
Kansas
$6.25M +$654K +12,259 +12%
CWA
244
Core Wealth Advisors
Florida
$6.24M +$90.5K +1,680 +1%
BWP
245
Bernardo Wealth Planning
Pennsylvania
$6.14M -$1.43M -26,472 -19%
CTA
246
Chesley Taft & Associates
Illinois
$6.02M +$23.4K +435 +0.4%
AWM
247
Aries Wealth Management
Maine
$6.02M +$323K +5,990 +6%
MWP
248
Meridian Wealth Partners
Pennsylvania
$6.01M +$274K +5,085 +5%
SB
249
Sunflower Bank
Texas
$6M -$937K -17,393 -14%
B
250
Bellecapital
Switzerland
$5.98M -$1.02M -18,942 -15%
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