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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 %
BHWM
276
Bay Harbor Wealth Management
Maryland
$4.69M +$804K +14,702 +21%
BSA
277
Bull Street Advisors
Georgia
$4.68M +$103K +1,875 +2%
CWA
278
Centennial Wealth Advisory
Michigan
$4.67M +$64.2K +1,174 +1%
DADC
279
D.A. Davidson & Co
Montana
$4.66M +$915K +16,740 +24%
AWA
280
Arkadios Wealth Advisors
Georgia
$4.62M -$78.5K -1,435 -2%
IA
281
IFS Advisors
Kansas
$4.58M +$195K +3,564 +4%
BF
282
BOK Financial
Oklahoma
$4.55M +$3.09M +56,565 +212%
FMN
283
Financial Management Network
California
$4.53M -$542K -9,895 -11%
MCP
284
Martin Capital Partners
Oregon
$4.5M +$64.5K +1,179 +1%
PP
285
Prosperity Planning
Missouri
$4.5M -$3.1M – –
HPC
286
HM Payson & Co
Maine
$4.46M -$14.1M -257,100 -76%
BWA
287
BDO Wealth Advisors
Florida
$4.4M -$55.3K -1,011 -1%
HAIM
288
Hunter Associates Investment Management
Pennsylvania
$4.26M – – –
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$4.25M -$362K -6,617 -8%
SAM
290
Strategy Asset Managers
California
$4.23M +$914K +16,704 +28%
PG
291
Proffitt & Goodson
Tennessee
$4.19M -$30K -548 -0.7%
William Blair & Company
292
William Blair & Company
Illinois
$4.08M +$296K +5,418 +8%
SFG
293
Sage Financial Group
Pennsylvania
$4.05M -$131K -2,403 -3%
JWCA
294
J.W. Cole Advisors
Florida
$4.04M +$266K +4,863 +7%
CC
295
Courier Capital
New York
$4.02M +$392K +7,178 +11%
CWA
296
Core Wealth Advisors
Florida
$4.01M +$508K +9,290 +15%
FWC
297
First Washington Corp
Washington
$3.97M – – –
SFS
298
Sowell Financial Services
Arkansas
$3.95M +$101K +1,847 +3%
RA
299
RFG Advisory
Alabama
$3.89M -$1.19M -21,837 -23%
MMA
300
Miracle Mile Advisors
California
$3.89M -$1.86M -33,976 -32%
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