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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 414 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
15.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.92%
New
80
Increased
414
Reduced
262
Closed
67
Calls
$541K
Puts
–
Net Calls
+$541K
Net Calls Change
+$1.32M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$512M
2
Goldman Sachs
Goldman Sachs
New York
+$193M
3
Charles Schwab
Charles Schwab
California
+$141M
4
AC
Allstate Corporation
Illinois
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$289M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$104M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$51.6M
4
BlackRock
BlackRock
New York
-$49.2M
5
SS
Simplicity Solutions
Minnesota
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
251
Lineweaver Wealth Advisors
Ohio
$5.69M -$360K -6,584 -6%
SWM
252
Spire Wealth Management
Virginia
$5.63M +$5.63M +103,014 New
GIA
253
Granite Investment Advisors
New Hampshire
$5.63M +$918K +16,788 +19%
CTA
254
Chesley Taft & Associates
Illinois
$5.58M +$871K +15,958 +18%
SFG
255
Sovereign Financial Group
Connecticut
$5.54M +$347K +6,345 +7%
CPSC
256
Carl P. Sherr & Co
Massachusetts
$5.49M +$579K +10,598 +12%
TIAM2
257
Tru Independence Asset Management 2
Oregon
$5.4M +$866K +15,842 +19%
IWP
258
Icon Wealth Partners
Texas
$5.4M +$1.92M +35,022 +55%
MAFM
259
Mid Atlantic Financial Management
Pennsylvania
$5.38M +$428K +7,833 +9%
FIA
260
Foundations Investment Advisors
Arizona
$5.37M +$2.77M +50,601 +106%
CA
261
Cambridge Associates
Massachusetts
$5.35M +$5.35M +97,780 New
AIA
262
Armor Investment Advisors
North Carolina
$5.27M +$785K +14,353 +17%
CCM
263
Covington Capital Management
California
$5.23M +$400K +7,325 +8%
AWM
264
Aries Wealth Management
Maine
$5.21M +$489K +8,930 +10%
IA
265
IFP Advisors
Florida
$5.18M -$2.9M -53,049 -36%
AF
266
Arrow Financial
New York
$5.18M +$2.15M +39,399 +71%
RC
267
Roundview Capital
New Jersey
$5.15M +$535K +9,776 +12%
PWPCM
268
Perella Weinberg Partners Capital Management
New York
$5.1M +$395K +7,229 +8%
FIM
269
Freedom Investment Management
Connecticut
$5.05M +$5.05M +92,411 New
DSC
270
Duncker Streett & Co
Missouri
$4.99M – – –
WCM
271
Wunderlich Capital Managemnt
Tennessee
$4.94M +$92.9K +1,699 +2%
EDRIA
272
Edmonds Duncan Registered Investment Advisors
Kansas
$4.92M +$118K +2,150 +2%
SFO
273
Stokes Family Office
Louisiana
$4.91M +$4.91M +89,764 New
BWP
274
Bernardo Wealth Planning
Pennsylvania
$4.91M +$90.9K +1,663 +2%
CAG
275
Csenge Advisory Group
Florida
$4.76M +$2.21M +40,424 +87%
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