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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 %
TDWM
301
Topel & Distasi Wealth Management
California
$4M +$4M +74,280 New
SAS
302
Stelac Advisory Services
New York
$3.94M -$877K -16,276 -18%
WA
303
Wambolt & Associates
Colorado
$3.88M +$128K +2,385 +3%
YIA
304
YHB Investment Advisors
Connecticut
$3.88M -$2.33M -43,164 -37%
DSC
305
Duncker Streett & Co
Missouri
$3.84M – – –
PAG
306
Powers Advisory Group
Illinois
$3.82M +$3.82M +70,918 New
ASN
307
Advisory Services Network
Georgia
$3.8M -$1.13M -20,982 -23%
4WM
308
4J Wealth Management
Virginia
$3.78M +$386K +7,164 +11%
CC
309
Courier Capital
New York
$3.78M -$459K -8,517 -11%
CIBC World Market
310
CIBC World Market
Ontario, Canada
$3.77M +$13.6K +253 +0.4%
1WM
311
1900 Wealth Management
Texas
$3.73M +$1.09M +20,150 +41%
DC
312
Davenport & Co
Virginia
$3.72M +$115K +2,133 +3%
JWS
313
Juncture Wealth Strategies
Arizona
$3.69M +$545K +10,107 +17%
NFG
314
Nations Financial Group
Iowa
$3.67M +$2.84M +52,650 +339%
GC
315
Gilbert & Cook
Iowa
$3.6M -$2.63M -48,796 -42%
MM
316
Meridian Management
Arkansas
$3.56M – – –
GWM
317
Geneos Wealth Management
Colorado
$3.52M +$237K +4,405 +7%
JWCA
318
J.W. Cole Advisors
Florida
$3.48M +$3.48M +64,665 New
RCG
319
Rock Creek Group
District of Columbia
$3.48M -$270K -5,013 -7%
AFAS
320
Acorn Financial Advisory Services
Virginia
$3.47M -$135K -2,505 -4%
SWM
321
Spire Wealth Management
Virginia
$3.46M -$2.62M -48,694 -43%
FCA
322
FLC Capital Advisors
California
$3.41M -$6.43M -119,361 -65%
SFG
323
Summit Financial Group
West Virginia
$3.38M +$21.6K +400 +0.6%
PA
324
Pinnacle Associates
New York
$3.37M -$42.4K -787 -1%
William Blair & Company
325
William Blair & Company
Illinois
$3.35M -$252K -4,675 -7%
11 12
13
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