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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 %
PHS
476
Pekin Hardy Strauss
Illinois
$1.27M +$446K +8,275 +54%
PA
477
Parallel Advisors
California
$1.27M -$242K -4,485 -16%
SAM
478
Strategy Asset Managers
California
$1.27M -$3.13M -58,164 -71%
GW
479
GW & Wade
Massachusetts
$1.27M -$83.2K -1,544 -6%
NWA
480
New World Advisors
Massachusetts
$1.25M +$71.3K +1,324 +6%
WP
481
WealthSource Partners
California
$1.24M -$745K -13,827 -37%
SP
482
Successful Portfolios
Florida
$1.23M -$932K -17,294 -43%
GGI
483
Godsey & Gibb Inc
Virginia
$1.23M +$382K +7,089 +45%
AO
484
Advisor OS
Illinois
$1.22M – – –
PWA
485
Physician Wealth Advisors
Utah
$1.21M -$34.9K -650 -3%
EAM
486
Eagle Asset Management
Florida
$1.2M +$87.4K +1,622 +8%
SWP
487
Strategic Wealth Partners
Ohio
$1.2M -$445K -8,259 -27%
SCA
488
Stonebridge Capital Advisors
Minnesota
$1.2M -$20.4K -378 -2%
FIA
489
Foundations Investment Advisors
Arizona
$1.19M -$1.54M -28,696 -56%
RCAG
490
Rehmann Capital Advisory Group
Michigan
$1.18M -$75.2K -1,396 -6%
OWA
491
Octavia Wealth Advisors
Ohio
$1.18M +$52K +965 +5%
Bank Julius Baer & Co
492
Bank Julius Baer & Co
Switzerland
$1.17M +$455K +8,443 +64%
IWM
493
IHT Wealth Management
Illinois
$1.17M +$152K +2,814 +15%
PSUF
494
People's United Financial
Connecticut
$1.16M -$386K -7,161 -25%
PA
495
Procyon Advisors
Connecticut
$1.15M +$330K +6,118 +40%
RG
496
Retirement Group
California
$1.14M -$399K -7,402 -26%
LB
497
Legacy Bridge
Iowa
$1.11M – – –
IAA
498
Ironsides Asset Advisors
North Carolina
$1.1M – – –
FUBT
499
First United Bank & Trust
Maryland
$1.09M -$934K -17,329 -46%
EH
500
Equitable Holdings
New York
$1.07M -$6.76M -125,514 -86%
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