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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 %
SFG
276
Sovereign Financial Group
Connecticut
$5.54M – – –
AWM
277
Aries Wealth Management
Maine
$5.51M +$290K +5,290 +6%
EDRIA
278
Edmonds Duncan Registered Investment Advisors
Kansas
$5.35M +$418K +7,630 +8%
PP
279
Prosperity Planning
Missouri
$5.29M +$5.29M +96,467 New
LWM
280
Liberty Wealth Management
California
$5.22M +$1.62M +29,608 +45%
RC
281
Roundview Capital
New Jersey
$5.19M +$31.8K +581 +0.6%
AF
282
Arrow Financial
New York
$5.15M -$42K -766 -0.8%
PRS
283
Pinkerton Retirement Specialists
Idaho
$5.15M +$5.15M +93,903 New
PWPCM
284
Perella Weinberg Partners Capital Management
New York
$5.11M – – –
CAG
285
Csenge Advisory Group
Florida
$5.03M +$271K +4,963 +6%
DSC
286
Duncker Streett & Co
Missouri
$5M – – –
SAM
287
Strategy Asset Managers
California
$4.98M +$733K +13,370 +17%
WCM
288
Wunderlich Capital Managemnt
Tennessee
$4.94M -$12.6K -229 -0.3%
PPSG
289
Princeton Portfolio Strategies Group
New Jersey
$4.94M +$2.32M +42,250 +88%
MCP
290
Martin Capital Partners
Oregon
$4.89M +$378K +6,891 +8%
VFA
291
Voya Financial Advisors
Connecticut
$4.85M -$3.25M -59,351 -40%
DADC
292
D.A. Davidson & Co
Montana
$4.71M +$34.9K +637 +0.7%
IA
293
IFP Advisors
Florida
$4.69M -$512K -9,332 -10%
BSA
294
Bull Street Advisors
Georgia
$4.64M -$49.3K -900 -1%
IA
295
IFS Advisors
Kansas
$4.61M +$16.2K +295 +0.4%
CWS
296
Cypress Wealth Services
California
$4.52M -$1.97M -35,999 -30%
SWM
297
SigFig Wealth Management
California
$4.52M +$1.05M +19,168 +30%
FNBOSM
298
First National Bank of South Miami
Florida
$4.48M +$774K +14,116 +21%
FIM
299
Freedom Investment Management
Connecticut
$4.46M -$605K -11,034 -12%
JWCA
300
J.W. Cole Advisors
Florida
$4.45M +$402K +7,333 +10%
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