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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

903 hedge funds and large institutions have $17.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 356 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
15.86%
Holding in Top 10
112
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.88%
% of All Funds
1.97%
New
68
Increased
356
Reduced
322
Closed
49
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$102K

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$98.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$88.4M
3
FI
Fosun International
China
+$50.8M
4
Charles Schwab
Charles Schwab
California
+$42.1M
5
Bank of America
Bank of America
North Carolina
+$37.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$776M
2
BlackRock
BlackRock
New York
-$489M
3
AC
Allstate Corporation
Illinois
-$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
326
Gradient Capital Advisors
California
$3.46M +$54K +989 +2%
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$3.46M +$526K +9,625 +18%
PA
328
Pinnacle Associates
New York
$3.46M +$74.6K +1,365 +2%
4WM
329
4J Wealth Management
Virginia
$3.45M +$58.3K +1,068 +2%
SAM
330
Silvercrest Asset Management
New York
$3.45M +$3.45M +63,060 New
SFG
331
Summit Financial Group
West Virginia
$3.41M +$562K +10,279 +20%
CGFA
332
Colton Groome Financial Advisors
North Carolina
$3.39M +$563K +10,297 +20%
FBA
333
Front Barnett Associates
Illinois
$3.37M -$204K -3,729 -6%
BHB
334
Bank Hapoalim BM
Israel
$3.33M – – –
GWM
335
Geneos Wealth Management
Colorado
$3.33M +$1.6M +29,209 +92%
HCP
336
Holt Capital Partners
Texas
$3.3M – – –
AIM
337
Aspen Investment Management
Michigan
$3.29M +$4.04K +74 +0.1%
NFG
338
Next Financial Group
Texas
$3.28M -$235K -4,303 -7%
SWP
339
Stratos Wealth Partners
Ohio
$3.25M -$435K -7,966 -12%
WA
340
Winfield Associates
Ohio
$3.21M +$65.5K +1,199 +2%
LWM
341
Liberty Wealth Management
California
$3.19M -$2.01M -36,867 -39%
JWS
342
Juncture Wealth Strategies
Arizona
$3.19M +$314K +5,755 +11%
DWM
343
Dakota Wealth Management
Florida
$3.15M -$37K -678 -1%
ECM
344
Evergreen Capital Management
Washington
$3.11M – – –
SMG
345
Spectrum Management Group
Indiana
$3.07M -$2.96M -54,165 -49%
WCM
346
Washington Capital Management
Washington
$2.97M +$2.97M +54,418 New
ECA
347
Elevated Capital Advisors
Utah
$2.97M +$2.97M +54,276 New
HKAM
348
Horizon Kinetics Asset Management
New York
$2.95M – – –
First Trust Advisors
349
First Trust Advisors
Illinois
$2.95M +$912K +16,698 +45%
CIM
350
Confluence Investment Management
Missouri
$2.95M +$2.95M +53,924 New
12 13
14
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