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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 %
FHA
501
First Horizon Advisors
Tennessee
$1.07M -$376K -6,991 -26%
IWN
502
Independent Wealth Network
Iowa
$1.07M +$8.08K +150 +0.8%
PFG
503
PAX Financial Group
Texas
$1.05M -$6.27M -116,244 -86%
DZ Bank
504
DZ Bank
Germany
$1.05M -$423K -7,848 -29%
KWA
505
KCS Wealth Advisory
California
$1.04M – – –
MA
506
MAS Advisors
Florida
$1.04M +$1.04M +19,300 New
GWAM
507
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.04M -$77.6K -1,440 -7%
WP
508
WealthPLAN Partners
Nebraska
$1.04M +$125K +2,351 +14%
SFO
509
Stokes Family Office
Louisiana
$1.03M -$6.68M -124,027 -87%
SA
510
SL Advisors
New Jersey
$1.03M – – –
SRC
511
Sage Rhino Capital
California
$1.02M +$1.02M +19,000 New
CWM
512
Cabot Wealth Management
Massachusetts
$1.02M +$59.9K +1,112 +6%
IWP
513
Icon Wealth Partners
Texas
$1.01M -$2.8M -51,863 -73%
MIC
514
Meridian Investment Counsel
California
$1.01M – – –
GDP
515
Great Diamond Partners
Maine
$1.01M -$961K -17,826 -49%
3F
516
360 Financial
Minnesota
$1M -$781K -14,498 -44%
SWM
517
SigFig Wealth Management
California
$981K -$1.74M -32,642 -64%
KWS
518
Keystone Wealth Services
California
$971K +$971K +18,017 New
PLFAM
519
Pineno Levin & Ford Asset Management
Virginia
$963K – – –
CAM
520
Concorde Asset Management
Michigan
$960K -$1.13M -20,924 -54%
BWAM
521
Boyd Watterson Asset Management
Ohio
$960K -$70.8K -1,313 -7%
WP
522
WealthShield Partners
North Carolina
$955K -$1.33M -24,718 -58%
SNBOSCI
523
Security National Bank of Sioux City Iowa
Iowa
$954K – – –
KP
524
Keel Point
Alabama
$951K -$67.2K -1,247 -7%
EWM
525
Empirical Wealth Management
Washington
$941K +$68.4K +1,270 +8%
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