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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 %
RG
376
Rathbones Group
United Kingdom
$2.43M +$335K +6,220 +16%
SPC
377
Sigma Planning Corp
Michigan
$2.4M -$3.06M -56,769 -56%
WI
378
WrapManager Inc
California
$2.38M -$235K -4,362 -9%
HW
379
Hancock Whitney
Mississippi
$2.33M -$87.9K -1,632 -4%
CWM
380
Calamos Wealth Management
Illinois
$2.33M +$830K +15,395 +55%
MGIA
381
Matthew Goff Investment Advisor
Texas
$2.32M -$3.3M -61,265 -59%
IWA
382
IVC Wealth Advisors
Pennsylvania
$2.31M +$334K +6,204 +17%
JE
383
JMAC Enterprises
Pennsylvania
$2.28M +$2.28M +43,046 New
5L
384
55I LLC
Massachusetts
$2.27M -$12.5M -231,472 -85%
SG Americas Securities
385
SG Americas Securities
New York
$2.24M +$2.24M +41,638 New
Comerica Bank
386
Comerica Bank
Texas
$2.24M -$281K -5,255 -11%
BAM
387
Byrne Asset Management
New Jersey
$2.24M +$2.24M +41,475 New
GWM
388
Graybill Wealth Management
Illinois
$2.21M +$18K +335 +0.8%
GWM
389
GSB Wealth Management
Connecticut
$2.21M +$240K +4,458 +12%
WTC
390
WhitTier Trust Company
Nevada
$2.16M – – –
MCC
391
Money Concepts Capital
Florida
$2.14M +$2.14M +39,671 New
CGFA
392
Colton Groome Financial Advisors
North Carolina
$2.12M -$1.22M -22,707 -37%
FMN
393
Financial Management Network
California
$2.09M -$648K -12,033 -24%
HPC
394
Hobart Private Capital
North Carolina
$2.05M -$6.09M -113,025 -75%
NSB
395
Norway Savings Bank
Maine
$2.04M -$140K -2,592 -6%
TCWA
396
Ten Capital Wealth Advisors
Washington
$2.02M +$345K +6,409 +21%
IFS
397
Ifrah Financial Services
Arkansas
$2M +$27.9K +518 +1%
BS
398
Boenning & Scattergood
Pennsylvania
$1.99M -$126K -2,340 -6%
SI
399
Shaker Investments
Ohio
$1.95M -$132K -2,445 -6%
HSA
400
HBK Sorce Advisory
Pennsylvania
$1.94M – – –
14 15
16
17 18