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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 %
KWM
326
Kingsview Wealth Management
Oregon
$3.34M -$119K -2,214 -3%
AIM
327
Aspen Investment Management
Michigan
$3.32M +$79.6K +1,477 +2%
SW
328
SteelPeak Wealth
California
$3.28M -$7.5M -139,257 -70%
MAM
329
Meeder Asset Management
Ohio
$3.27M +$1.37M +25,395 +72%
HCP
330
Holt Capital Partners
Texas
$3.26M +$7.81K +145 +0.2%
GCA
331
Gradient Capital Advisors
California
$3.23M -$188K -3,495 -6%
FBA
332
Front Barnett Associates
Illinois
$3.21M -$112K -2,087 -3%
DWM
333
Dakota Wealth Management
Florida
$3.2M +$94.7K +1,757 +3%
TFP
334
Tilia Fiduciary Partners
North Carolina
$3.16M +$3.16M +58,607 New
RC
335
Roundview Capital
New Jersey
$3.13M -$1.68M -31,216 -35%
First Trust Advisors
336
First Trust Advisors
Illinois
$2.98M +$71.8K +1,332 +2%
WA
337
Winfield Associates
Ohio
$2.95M -$218K -4,050 -7%
Citadel Advisors
338
Citadel Advisors
Florida
$2.95M -$22.8M -422,554 -89%
BWA
339
BlueSky Wealth Advisors
North Carolina
$2.94M +$1.56M +29,012 +113%
WCM
340
Washington Capital Management
Washington
$2.93M – – –
HAIM
341
Hunter Associates Investment Management
Pennsylvania
$2.93M -$593K -11,000 -17%
SWP
342
Stratos Wealth Partners
Ohio
$2.93M -$277K -5,142 -9%
CW
343
CreativeOne Wealth
Kansas
$2.92M +$2.52M +46,730 +622%
BHB
344
Bank Hapoalim BM
Israel
$2.91M – – –
HKAM
345
Horizon Kinetics Asset Management
New York
$2.91M – – –
CAC
346
Certified Advisory Corp
Florida
$2.91M +$944K +17,515 +48%
ECM
347
Evergreen Capital Management
Washington
$2.9M -$172K -3,200 -6%
WF
348
Williams Financial
Vermont
$2.88M -$3.15M -58,518 -52%
GVAG
349
Great Valley Advisor Group
Delaware
$2.84M +$51K +946 +2%
NSCM
350
New South Capital Management
Tennessee
$2.81M – – –
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14
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