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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 %
TWM
351
Tradition Wealth Management
Minnesota
$2.77M +$733K +13,399 +36%
ASN
352
Advisory Services Network
Georgia
$2.77M +$449K +8,211 +19%
HPM
353
Hudson Portfolio Management
New York
$2.76M +$2.76M +50,456 New
TCWM
354
Total Clarity Wealth Management
Illinois
$2.73M -$79.3K -1,450 -3%
KWM
355
Kingsview Wealth Management
Oregon
$2.72M +$1.25M +22,896 +85%
CAAS
356
Capital Asset Advisory Services
Michigan
$2.7M -$2.4M -43,921 -47%
KA
357
Kovack Advisors
Florida
$2.68M +$497K +9,089 +23%
CAN
358
Cetera Advisor Networks
California
$2.66M -$3.4M -62,132 -56%
WP
359
WMS Partners
Maryland
$2.65M +$2.65M +48,398 New
UFA
360
US Financial Advisors
Massachusetts
$2.64M +$338K +6,177 +15%
S
361
Surevest
California
$2.63M -$6.78K -124 -0.3%
SEM
362
Strategic Equity Management
Arizona
$2.62M +$167K +3,059 +7%
PPSG
363
Princeton Portfolio Strategies Group
New Jersey
$2.62M +$1.16M +21,181 +80%
HWMA
364
Heritage Wealth Management (Arizona)
Arizona
$2.61M +$2.61M +47,719 New
WP
365
WealthSource Partners
California
$2.56M -$54.9K -1,004 -2%
WI
366
WrapManager Inc
California
$2.56M +$490K +8,959 +24%
HWAM
367
Hennion & Walsh Asset Management
New Jersey
$2.55M +$2.55M +46,608 New
SXL
368
Summit X LLC
Missouri
$2.55M +$830K +15,147 +48%
WA
369
Wambolt & Associates
Colorado
$2.54M +$777K +14,236 +44%
AIFAIM
370
American Institute for Advanced Investment Management
Arizona
$2.54M +$56.3K +1,030 +2%
SIA
371
Strategic Investment Advisors
Michigan
$2.53M -$298K -5,452 -11%
WIA
372
World Investment Advisors
California
$2.5M +$615K +11,226 +33%
NSB
373
Norway Savings Bank
Maine
$2.48M -$32.4K -592 -1%
SFG
374
Summit Financial Group
West Virginia
$2.47M +$481K +8,803 +24%
NPP
375
New Potomac Partners
Maryland
$2.45M -$137K -2,510 -5%
13 14
15
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