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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 %
SWP
301
Stratos Wealth Partners
Ohio
$3.88M -$64.4K -1,177 -2%
RCG
302
Rock Creek Group
District of Columbia
$3.8M +$3.8M +69,572 New
DE
303
Day & Ennis
Georgia
$3.75M +$656K +11,993 +21%
ECA
304
Elevated Capital Advisors
Utah
$3.75M +$1.27M +23,118 +51%
SPC
305
Sigma Planning Corp
Michigan
$3.73M +$902K +16,500 +32%
AIC
306
Ameritas Investment Company
Nebraska
$3.71M +$3.08M +56,323 +489%
FNBOSM
307
First National Bank of South Miami
Florida
$3.7M +$642K +11,730 +21%
MA
308
Mutual Advisors
Nebraska
$3.7M -$394K -7,207 -10%
CMP
309
Courage Miller Partners
Virginia
$3.65M +$263K +4,813 +8%
FUBT
310
First United Bank & Trust
Maryland
$3.64M -$56.8K -1,039 -2%
LTI
311
Laffer Tengler Investments
Tennessee
$3.63M +$119K +2,183 +3%
LWM
312
Liberty Wealth Management
California
$3.61M – – –
MM
313
Meridian Management
Arkansas
$3.61M – – –
MCIA
314
Mountain Capital Investment Advisors
Colorado
$3.59M -$284K -5,194 -7%
FCM
315
Fortis Capital Management
Washington
$3.59M +$503K +9,189 +16%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$3.57M +$175K +3,193 +5%
FBA
317
Front Barnett Associates
Illinois
$3.5M +$300K +5,480 +9%
SWM
318
SigFig Wealth Management
California
$3.46M +$1.48M +27,124 +75%
AR
319
Advisory Research
Illinois
$3.39M -$4.59M -83,875 -58%
PA
320
Pinnacle Associates
New York
$3.38M -$86.1K -1,575 -2%
DWM
321
Dakota Wealth Management
Florida
$3.36M +$195K +3,565 +6%
MAG
322
MRA Advisory Group
New Jersey
$3.34M -$234K -4,275 -7%
BAM
323
Barrett Asset Management
New York
$3.31M +$364K +6,650 +12%
YIA
324
YHB Investment Advisors
Connecticut
$3.3M +$2.16M +39,405 +188%
HCP
325
Holt Capital Partners
Texas
$3.3M -$68.4K -1,250 -2%
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