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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 %
KP
526
Keel Point
Alabama
$1.03M -$281K -5,136 -21%
IWM
527
IHT Wealth Management
Illinois
$1.03M -$1.17M -21,369 -53%
MIC
528
Meridian Investment Counsel
California
$1.02M – – –
OPWM
529
Oxinas Partners Wealth Management
Indiana
$1.02M +$71.4K +1,306 +8%
SWA
530
Sutton Wealth Advisors
Florida
$1.02M -$21.5K -393 -2%
Fisher Asset Management
531
Fisher Asset Management
Washington
$1.01M +$189K +3,459 +23%
MYIA
532
Mount Yale Investment Advisors
Colorado
$1M -$596K -10,901 -37%
GCA
533
Greenwood Capital Associates
South Carolina
$998K -$66.8K -1,222 -6%
PLFAM
534
Pineno Levin & Ford Asset Management
Virginia
$977K – – –
CWM
535
Cabot Wealth Management
Massachusetts
$970K +$49K +896 +5%
SNBOSCI
536
Security National Bank of Sioux City Iowa
Iowa
$968K +$968K +17,710 New
AP
537
Advisor Partners
California
$954K +$4.37K +80 +0.5%
BA
538
Bellwether Advisors
Nebraska
$943K – – –
ONB
539
Old National Bancorp
Indiana
$931K -$104K -1,900 -10%
FLA
540
Financial Life Advisors
Texas
$923K +$24.8K +454 +3%
WP
541
WealthPLAN Partners
Nebraska
$921K +$21K +389 +2%
APC
542
Aspire Private Capital
North Carolina
$917K -$73.3K -1,342 -7%
HF
543
HRT Financial
New York
$917K +$917K +16,799 New
BWM
544
Baystate Wealth Management
Massachusetts
$910K -$185K -3,379 -17%
TIM
545
Thornburg Investment Management
New Mexico
$906K -$1.57M -28,668 -63%
PWMAG
546
Pinnacle Wealth Management Advisory Group
New Jersey
$906K – – –
VC
547
Veracity Capital
Georgia
$898K -$303K -5,548 -25%
PWG
548
Private Wealth Group
Florida
$892K – – –
EWM
549
Empirical Wealth Management
Washington
$885K -$11.9K -218 -1%
HCIA
550
Hochman Cole Investment Advisors
Illinois
$882K -$52.8K -966 -6%
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