IGSB icon

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 %
CAG
451
Crestwood Advisors Group
Massachusetts
$1.49M -$193K -3,573 -11%
Cerity Partners
452
Cerity Partners
New York
$1.48M +$1.48M +27,450 New
Kovitz Investment Group Partners
453
Kovitz Investment Group Partners
Illinois
$1.47M +$878K +15,915 +149%
LPIC
454
LeJeune Puetz Investment Counsel
Michigan
$1.46M +$54.2K +1,006 +4%
T
455
TNF
Montana
$1.46M +$107 +2 +0%
CIA
456
Capital Investment Advisors
Georgia
$1.44M +$123K +2,285 +9%
AAS
457
Avantax Advisory Services
Texas
$1.43M -$920K -17,083 -39%
PCG
458
Private Capital Group
Connecticut
$1.42M -$607K -11,269 -30%
SWM
459
Stockman Wealth Management
Montana
$1.42M -$12.7K -235 -0.9%
LWA
460
Lineweaver Wealth Advisors
Ohio
$1.42M -$12.2M -226,335 -90%
CIC
461
Carnegie Investment Counsel
Ohio
$1.41M -$51.3K -953 -4%
FIBT
462
First International Bank & Trust
North Dakota
$1.41M +$1.41M +26,211 New
IIC
463
Integrated Investment Consultants
Michigan
$1.4M +$1.17M +21,676 +505%
HH
464
Hilltop Holdings
Texas
$1.37M -$42K -779 -3%
MIAN
465
Mariner Independent Advisor Network
Kansas
$1.36M -$638K -11,857 -32%
SW
466
SkyOak Wealth
Michigan
$1.34M -$45.5K -845 -3%
PF
467
Phoenix Financial
Israel
$1.33M +$632K +11,735 +91%
CIM
468
Confluence Investment Management
Missouri
$1.33M -$1.58M -29,303 -54%
BAM
469
Belpointe Asset Management
Nevada
$1.33M -$27.4K -509 -2%
WP
470
WMS Partners
Maryland
$1.32M -$781K -14,500 -37%
Fiera Capital (Canada)
471
Fiera Capital (Canada)
Quebec, Canada
$1.31M +$1.31M +24,375 New
FWP
472
FAS Wealth Partners
Kansas
$1.29M -$75.4K -1,400 -6%
AA
473
Alesco Advisors
New York
$1.29M +$130K +2,410 +11%
AG
474
Ascent Group
Virginia
$1.28M +$1.28M +24,014 New
OIA
475
Optimum Investment Advisors
Illinois
$1.28M -$35.1K -652 -3%
17 18
19
20 21