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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 %
BCM
401
Brookstone Capital Management
Illinois
$1.93M -$9.06M -168,979 -82%
FCMT
402
Founders Capital Management (Texas)
Texas
$1.93M -$320K -5,942 -14%
MCM
403
Monument Capital Management
Virginia
$1.91M -$472K -8,754 -20%
PFS
404
Prospera Financial Services
Texas
$1.9M +$147K +2,728 +8%
WIC
405
Woodmont Investment Counsel
Tennessee
$1.88M +$257K +4,775 +16%
ISL
406
Ingalls & Snyder LLC
New York
$1.86M -$332K -6,160 -15%
EGA
407
Eagle Global Advisors
Texas
$1.85M -$26.9K -500 -1%
HWM
408
Howard Wealth Management
Connecticut
$1.85M +$9.75K +181 +0.5%
PA
409
PFG Advisors
Arizona
$1.84M -$4.96K -92 -0.3%
SIA
410
Schechter Investment Advisors
Michigan
$1.83M +$1.83M +33,971 New
OHWP
411
Oak Harbor Wealth Partners
North Carolina
$1.81M +$1.81M +33,625 New
GT
412
Glenview Trust
Kentucky
$1.81M +$126K +2,335 +7%
BCV
413
Banque Cantonale Vaudoise
Switzerland
$1.81M -$98K -1,819 -5%
LIM
414
Leavell Investment Management
Alabama
$1.8M +$624K +11,590 +53%
FA
415
Fermata Advisors
California
$1.79M +$129K +2,398 +8%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$1.78M +$421K +7,821 +31%
MA
417
MBA Advisors
Pennsylvania
$1.78M +$93.7K +1,739 +6%
AWM
418
Avior Wealth Management
Nebraska
$1.77M -$174K -3,227 -9%
EM
419
Excalibur Management
Massachusetts
$1.76M +$7.81K +145 +0.4%
SFS
420
Sowell Financial Services
Arkansas
$1.75M -$80.7K -1,498 -4%
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$1.75M +$702K +13,029 +67%
NGA
422
Naples Global Advisors
Florida
$1.72M -$2.48K -46 -0.1%
Bessemer Group
423
Bessemer Group
New Jersey
$1.71M – – –
FWC
424
First Washington Corp
Washington
$1.69M -$1.99M -37,000 -54%
Kayne Anderson Rudnick Investment Management
425
Kayne Anderson Rudnick Investment Management
California
$1.69M -$105K -1,959 -6%
15 16
17
18 19