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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 %
CAM
326
Concorde Asset Management
Michigan
$3.29M -$1.31M -24,017 -29%
AIM
327
Aspen Investment Management
Michigan
$3.28M +$13.8K +252 +0.4%
HC
328
Hatton Consulting
Arizona
$3.24M +$3.24M +59,227 New
JWS
329
Juncture Wealth Strategies
Arizona
$3.16M +$683K +12,494 +28%
VVP
330
Venture Visionary Partners
Ohio
$3.13M +$2.32M +42,384 +287%
BS
331
Boenning & Scattergood
Pennsylvania
$3.12M +$3.12M +57,081 New
GCA
332
Gradient Capital Advisors
California
$3.12M +$685K +12,522 +28%
ECM
333
Evergreen Capital Management
Washington
$3.11M -$38.3K -700 -1%
WA
334
Wilshire Advisors
California
$3.1M +$56.1K +1,025 +2%
FP
335
Financial Perspectives
Minnesota
$3.09M +$3.03M +165,891 +5,334%
BHB
336
Bank Hapoalim BM
Israel
$3.08M +$2.05M +1,857 +199%
WBG
337
Wharton Business Group
Pennsylvania
$3.06M +$198K +3,630 +7%
KPWS
338
Kestra Private Wealth Services
Texas
$3.02M +$236K +4,319 +8%
GDP
339
Great Diamond Partners
Maine
$3.01M -$3.44M -62,895 -53%
IDA
340
Intelligence Driven Advisers
California
$2.96M -$8.75K -160 -0.3%
HKAM
341
Horizon Kinetics Asset Management
New York
$2.95M – – –
MCM
342
Monument Capital Management
Virginia
$2.93M +$405K +7,410 +16%
WA
343
Winfield Associates
Ohio
$2.92M +$377K +6,900 +15%
AIA
344
Ally Invest Advisors
North Carolina
$2.89M +$545K +9,971 +23%
NSCM
345
New South Capital Management
Tennessee
$2.88M – – –
TF
346
Trek Financial
Arizona
$2.88M +$409K +7,474 +17%
WFC
347
Western Financial Corp
California
$2.87M +$732K +13,379 +34%
GWM
348
Geneos Wealth Management
Colorado
$2.85M -$34.3K -626 -1%
NFG
349
Next Financial Group
Texas
$2.8M +$1.25M +22,913 +81%
FNBT
350
FineMark National Bank & Trust
Florida
$2.78M +$620K +11,342 +29%
12 13
14
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