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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
–
Net Calls
+$603K
Net Calls Change
+$62K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$596M
2
B
Barings
North Carolina
+$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$189M
4
Jane Street
Jane Street
New York
+$183M
5
AC
Allstate Corporation
Illinois
+$68.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$288M
2
NAM
Nationwide Asset Management
Ohio
-$287M
3
FRBONY
Federal Reserve Bank of New York
New York
-$176M
4
BlackRock
BlackRock
New York
-$163M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
501
SeaCrest Wealth Management
New York
$1.2M -$13.7K -250 -1%
GWAM
502
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.18M -$27.7K -505 -2%
BFA
503
Beaumont Financial Advisors
Massachusetts
$1.17M +$50K +912 +4%
BC
504
Burleson & Co
California
$1.17M -$290K -5,280 -20%
OWA
505
Octavia Wealth Advisors
Ohio
$1.15M -$140K -2,553 -11%
B
506
Bailard
California
$1.15M -$1.28M -23,260 -53%
MHS
507
M Holdings Securities
Oregon
$1.14M +$12.2K +223 +1%
MLM
508
Mount Lucas Management
Pennsylvania
$1.14M +$54.1K +987 +5%
Sumitomo Mitsui Trust Group
509
Sumitomo Mitsui Trust Group
Japan
$1.12M -$439K -8,000 -28%
SSWM
510
Sheets Smith Wealth Management
North Carolina
$1.12M -$403K -7,360 -26%
IAA
511
Ironsides Asset Advisors
North Carolina
$1.12M – – –
LB
512
Legacy Bridge
Iowa
$1.11M – – –
BWM
513
Baystate Wealth Management
Massachusetts
$1.1M -$16.1K -294 -1%
PF
514
Phoenix Financial
Israel
$1.09M -$426K -7,771 -28%
GT
515
Glenview Trust
Kentucky
$1.09M +$164K +2,996 +18%
WSTAM
516
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M +$2.69K +49 +0.2%
BWAM
517
Boyd Watterson Asset Management
Ohio
$1.08M +$13.4K +245 +1%
PWM
518
Perigon Wealth Management
California
$1.08M +$86.3K +1,575 +9%
FFS
519
Founders Financial Securities
Maryland
$1.08M +$89.2K +1,628 +9%
AA
520
Alesco Advisors
New York
$1.07M – – –
BCM
521
BTR Capital Management
California
$1.07M +$1.07M +19,548 New
GCA
522
Greenwood Capital Associates
South Carolina
$1.07M -$644K -11,750 -38%
EAM
523
Eagle Asset Management
Florida
$1.07M +$147K +2,683 +16%
KWA
524
KCS Wealth Advisory
California
$1.06M +$110 +2 +0%
NFP
525
Novak Financial Planning
Maryland
$1.05M +$35.6K +650 +4%
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