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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 %
MAG
351
MRA Advisory Group
New Jersey
$2.8M +$75.3K +1,398 +3%
NFG
352
Next Financial Group
Texas
$2.79M -$446K -8,276 -14%
WFC
353
Western Financial Corp
California
$2.76M +$175K +3,255 +7%
CCWA
354
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.76M +$969K +17,980 +54%
ZIM
355
Zacks Investment Management
Illinois
$2.76M +$287K +5,318 +12%
FNBT
356
FineMark National Bank & Trust
Florida
$2.73M +$80.8K +1,500 +3%
S
357
Surevest
California
$2.72M -$30.5K -567 -1%
KCM
358
Kanawha Capital Management
Virginia
$2.66M +$13.5K +250 +0.5%
WHC
359
Wulff, Hansen & Co
California
$2.65M +$2.65M +49,190 New
CCMD
360
Cypress Capital Management (Delaware)
Delaware
$2.6M +$2.6M +48,182 New
SWM
361
Scissortail Wealth Management
Oklahoma
$2.59M +$2.59M +48,079 New
CAAS
362
Capital Asset Advisory Services
Michigan
$2.59M +$7.28K +135 +0.3%
IP
363
Investment Partners
Ohio
$2.58M +$101K +1,883 +4%
KPWS
364
Kestra Private Wealth Services
Texas
$2.57M +$138K +2,553 +6%
HWIS
365
Hancock Whitney Investment Services
Louisiana
$2.54M +$2.54M +47,155 New
NPP
366
New Potomac Partners
Maryland
$2.53M -$221K -4,105 -8%
FWIA
367
Fort Washington Investment Advisors
Ohio
$2.53M +$92.7K +1,720 +4%
WIA
368
World Investment Advisors
California
$2.5M +$190K +3,618 +8%
CB
369
Commerce Bank
Missouri
$2.49M +$83.8K +1,555 +3%
CWS
370
Cypress Wealth Services
California
$2.49M -$1.72M -32,013 -41%
AIFAIM
371
American Institute for Advanced Investment Management
Arizona
$2.49M -$2.42K -45 -0.1%
HPM
372
Hudson Portfolio Management
New York
$2.48M -$22.4K -415 -0.9%
KA
373
Kovack Advisors
Florida
$2.48M -$18.6K -345 -0.7%
TCWM
374
Total Clarity Wealth Management
Illinois
$2.47M -$57.7K -1,070 -2%
IAG
375
Investment Advisory Group
Massachusetts
$2.45M +$2.45M +46,620 New
13 14
15
16 17