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
$427M
4
SLF
Sun Life Financial
Ontario, Canada
$89.9M
5
Goldman Sachs
Goldman Sachs
New York
$470M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$526M
2
B
Barings
North Carolina
$9.53M
3
LPL Financial
LPL Financial
California
$190M
4
Morgan Stanley
Morgan Stanley
New York
$629M
5
Ameriprise
Ameriprise
Minnesota
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$108M +$49.5K +918 +0%
FT
27
Fiduciary Trust
Massachusetts
$106M -$3.19M -59,279 -3%
KeyBank National Association
28
KeyBank National Association
Ohio
$106M +$1.89M +35,005 +2%
SMFG
29
Sumitomo Mitsui Financial Group
Japan
$95.2M -$741K -13,750 -0.8%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$94.6M +$6.28M +116,509 +7%
BSB
31
Bangor Savings Bank
Maine
$94.2M +$3.97M +73,687 +4%
SI
32
Stephens Inc
Arkansas
$93.3M -$57.1M -1,059,558 -38%
SLF
33
Sun Life Financial
Ontario, Canada
$89.9M +$89.9M +1,668,000 New
Jane Street
34
Jane Street
New York
$89.2M +$30.5M +565,539 +52%
SL
35
Summitry LLC
California
$87.8M +$2.36M +43,712 +3%
OCM
36
One Capital Management
California
$84.2M -$215K -3,982 -0.3%
Osaic Holdings
37
Osaic Holdings
Arizona
$83.7M -$73M -1,355,265 -47%
HTC
38
Haverford Trust Company
Pennsylvania
$78.4M +$6.01M +111,564 +8%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$73.9M +$16.3M +298,094 +28%
RMDI
40
R.M. Davis Inc
Maine
$73.1M +$3.2M +59,317 +5%
DWM
41
Destination Wealth Management
California
$68.2M +$1.45M +26,909 +2%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$68M +$2.2M +40,800 +3%
TLFA
43
True Link Financial Advisors
California
$67.9M +$4.33M +80,297 +7%
EVM
44
Eaton Vance Management
Massachusetts
$62.9M -$35.7M -662,625 -36%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$61.4M -$51.2M -950,000 -45%
SFM
46
Soros Fund Management
New York
$60M – – –
SGAM
47
Stephens Group Asset Management
Arkansas
$58.9M +$29M +538,470 +97%
AFG
48
Arkansas Financial Group
Arkansas
$54.9M +$2.52M +46,788 +5%
Mariner
49
Mariner
Kansas
$53.3M +$6.71M +124,533 +14%
CFSG
50
Community Financial Services Group
Vermont
$53.1M +$1.24M +23,042 +2%
1
2
3 4 5