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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

903 hedge funds and large institutions have $17.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 356 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
15.86%
Holding in Top 10
112
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.88%
% of All Funds
1.97%
New
68
Increased
356
Reduced
322
Closed
49
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$102K

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$98.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$88.4M
3
FI
Fosun International
China
+$50.8M
4
Charles Schwab
Charles Schwab
California
+$42.1M
5
Bank of America
Bank of America
North Carolina
+$37.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$776M
2
BlackRock
BlackRock
New York
-$489M
3
AC
Allstate Corporation
Illinois
-$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
501
New World Advisors
Massachusetts
$1.19M +$1.19M +21,839 New
AA
502
Alesco Advisors
New York
$1.18M +$111K +2,025 +10%
TPWA
503
TRUE Private Wealth Advisors
Oregon
$1.17M -$1.13M -20,765 -49%
MPW
504
MA Private Wealth
California
$1.17M -$2.19M -40,108 -65%
OWA
505
Octavia Wealth Advisors
Ohio
$1.14M -$8.03K -147 -0.7%
GWAM
506
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.13M -$47.9K -876 -4%
EAM
507
Eagle Asset Management
Florida
$1.13M +$66.6K +1,219 +6%
AWA
508
Arkadios Wealth Advisors
Georgia
$1.12M -$1.22M -22,392 -52%
LB
509
Legacy Bridge
Iowa
$1.12M +$10.4K +190 +0.9%
RPCA
510
Running Point Capital Advisors
California
$1.12M +$283K +5,179 +34%
SSWM
511
Sheets Smith Wealth Management
North Carolina
$1.12M – – –
IAA
512
Ironsides Asset Advisors
North Carolina
$1.11M – – –
BCA
513
Biltmore Capital Advisors
New Jersey
$1.11M -$1.91M -35,031 -63%
TPA
514
Trivium Point Advisory
Connecticut
$1.1M +$99K +1,815 +10%
SL
515
SWMG LLC
Texas
$1.09M -$1.26M -23,045 -54%
BPA
516
Beacon Pointe Advisors
California
$1.08M +$487K +8,918 +82%
AF
517
Allworth Financial
California
$1.07M +$1.05M +19,217 +5,338%
MLM
518
Mount Lucas Management
Pennsylvania
$1.07M -$65.6K -1,200 -6%
IWN
519
Independent Wealth Network
Iowa
$1.07M +$1.07M +19,691 New
BCM
520
BTR Capital Management
California
$1.07M – – –
WSTAM
521
Wilbanks Smith & Thomas Asset Management
Virginia
$1.06M -$21.1K -386 -2%
KWA
522
KCS Wealth Advisory
California
$1.05M -$5.35K -98 -0.5%
NL
523
NWAM LLC
Washington
$1.05M -$294K -5,374 -22%
BWAM
524
Boyd Watterson Asset Management
Ohio
$1.05M -$32.3K -592 -3%
SA
525
SL Advisors
New Jersey
$1.04M – – –
19 20
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