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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 414 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
15.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.92%
New
80
Increased
414
Reduced
262
Closed
67
Calls
$541K
Puts
–
Net Calls
+$541K
Net Calls Change
+$1.32M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$512M
2
Goldman Sachs
Goldman Sachs
New York
+$193M
3
Charles Schwab
Charles Schwab
California
+$141M
4
AC
Allstate Corporation
Illinois
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$289M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$104M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$51.6M
4
BlackRock
BlackRock
New York
-$49.2M
5
SS
Simplicity Solutions
Minnesota
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
501
M Holdings Securities
Oregon
$1.13M -$285K -5,220 -20%
PWA
502
Physician Wealth Advisors
Utah
$1.13M +$5.35K +98 +0.5%
NL
503
NWAM LLC
Washington
$1.12M +$653K +11,946 +139%
BFA
504
Beaumont Financial Advisors
Massachusetts
$1.12M +$363K +6,638 +48%
IAA
505
Ironsides Asset Advisors
North Carolina
$1.12M -$123K -2,250 -10%
BWM
506
Baystate Wealth Management
Massachusetts
$1.11M +$436K +7,974 +65%
LB
507
Legacy Bridge
Iowa
$1.11M +$1.11M +20,315 New
WSTAM
508
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M +$4.54K +83 +0.4%
MLM
509
Mount Lucas Management
Pennsylvania
$1.08M +$38.1K +697 +4%
AA
510
Alesco Advisors
New York
$1.07M +$8.2K +150 +0.8%
BWAM
511
Boyd Watterson Asset Management
Ohio
$1.07M +$25.2K +461 +2%
PFS
512
Prospera Financial Services
Texas
$1.06M +$163K +2,987 +18%
KWA
513
KCS Wealth Advisory
California
$1.06M – – –
DZ Bank
514
DZ Bank
Germany
$1.04M +$96.4K +1,767 +10%
SA
515
SL Advisors
New Jersey
$1.04M – – –
SWA
516
Sutton Wealth Advisors
Florida
$1.03M -$7.82K -143 -0.8%
MIC
517
Meridian Investment Counsel
California
$1.02M – – –
3F
518
360 Financial
Minnesota
$1.02M +$55 +1 +0%
NFP
519
Novak Financial Planning
Maryland
$1.02M +$453K +8,286 +81%
PWM
520
Perigon Wealth Management
California
$993K -$63.4K -1,159 -6%
TPA
521
Trivium Point Advisory
Connecticut
$990K +$302K +5,530 +44%
FFS
522
Founders Financial Securities
Maryland
$989K -$29.1K -532 -3%
EM
523
Excalibur Management
Massachusetts
$989K +$45.9K +840 +5%
MIAN
524
Mariner Independent Advisor Network
Kansas
$988K -$197K -3,601 -17%
MFA
525
Mayflower Financial Advisors
Massachusetts
$975K -$38.3K -700 -4%
19 20
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