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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 %
GM
276
GeoWealth Management
Illinois
$4.99M -$1.59M -29,438 -24%
WCM
277
Wunderlich Capital Managemnt
Tennessee
$4.96M +$71.1K +1,320 +1%
MA
278
Mutual Advisors
Nebraska
$4.95M -$165K -3,070 -3%
MCP
279
Martin Capital Partners
Oregon
$4.92M +$42.6K +790 +0.9%
AIM
280
Astor Investment Management
Illinois
$4.74M +$4.7M +87,319 +12,145%
SFG
281
Sovereign Financial Group
Connecticut
$4.74M -$2.05M -38,018 -30%
IA
282
IFS Advisors
Kansas
$4.73M -$78.7K -1,460 -2%
FNBOSM
283
First National Bank of South Miami
Florida
$4.71M +$255K +4,732 +6%
IA
284
IFP Advisors
Florida
$4.53M +$384K +7,122 +9%
AIA
285
Ally Invest Advisors
North Carolina
$4.49M +$226K +4,197 +5%
WBG
286
Wharton Business Group
Pennsylvania
$4.49M +$4.49M +83,315 New
SCA
287
Snowden Capital Advisors
New York
$4.47M -$1.8M -33,418 -29%
DADC
288
D.A. Davidson & Co
Montana
$4.41M -$357K -6,625 -7%
FIM
289
Freedom Investment Management
Connecticut
$4.32M -$193K -3,587 -4%
Verition Fund Management
290
Verition Fund Management
Connecticut
$4.31M +$4.31M +80,006 New
HPC
291
HM Payson & Co
Maine
$4.23M +$54 +1 +0%
VFA
292
Voya Financial Advisors
Connecticut
$4.22M +$51.5K +955 +1%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$4.22M -$20.9K -388 -0.5%
SPA
294
Shore Point Advisors
New Jersey
$4.17M +$4.17M +77,399 New
BWA
295
BDO Wealth Advisors
Florida
$4.15M -$157K -2,906 -4%
LTI
296
Laffer Tengler Investments
Tennessee
$4.12M -$231K -4,293 -5%
Creative Planning
297
Creative Planning
Kansas
$4.11M -$1.36M -25,228 -25%
HWAM
298
Hennion & Walsh Asset Management
New Jersey
$4.09M +$678K +12,589 +20%
TPCW
299
TD Private Client Wealth
New York
$4.06M +$2.46M +45,590 +154%
RWP
300
Ridgecrest Wealth Partners
California
$4.05M -$305K -5,667 -7%
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