IGSB icon

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 %
AWA
526
Arkadios Wealth Advisors
Georgia
$937K -$170K -3,161 -15%
BFA
527
Beaumont Financial Advisors
Massachusetts
$935K -$320K -5,940 -25%
CAL
528
Capital Analysts LLC
Pennsylvania
$929K +$327K +6,070 +54%
FLA
529
Financial Life Advisors
Texas
$922K +$12.1K +224 +1%
DIA
530
Dana Investment Advisors
Wisconsin
$921K +$75.5K +1,400 +9%
SWA
531
Sutton Wealth Advisors
Florida
$918K -$85.5K -1,586 -9%
ONB
532
Old National Bancorp
Indiana
$917K – – –
HI
533
Harbour Investments
Wisconsin
$902K -$567K -10,518 -39%
AWM
534
Axxcess Wealth Management
California
$901K +$901K +16,732 New
TIM
535
Thornburg Investment Management
New Mexico
$893K – – –
CCM
536
Canal Capital Management
Virginia
$891K +$33.7K +625 +4%
TA
537
TrueWealth Advisors
Alabama
$884K +$410K +7,617 +87%
SIA
538
Strategic Investment Advisors
Michigan
$883K +$883K +16,380 New
BPA
539
Beacon Pointe Advisors
California
$879K -$184K -3,422 -17%
OMC
540
Old Mission Capital
Illinois
$874K -$1.27M -23,502 -59%
RA
541
RFG Advisory
Alabama
$871K -$2.59M -48,146 -75%
RPCA
542
Running Point Capital Advisors
California
$865K -$239K -4,430 -22%
FF
543
FourThought Financial
Florida
$864K +$67.6K +1,254 +8%
MFA
544
Mayflower Financial Advisors
Massachusetts
$863K -$3.5K -65 -0.4%
PWMAG
545
Pinnacle Wealth Management Advisory Group
New Jersey
$853K -$40.4K -750 -5%
CFAM
546
Center For Asset Management
Florida
$853K +$853K +15,823 New
RCIM
547
Red Cedar Investment Management
Michigan
$845K – – –
TPA
548
Trivium Point Advisory
Connecticut
$839K -$244K -4,525 -23%
KFP
549
KMG Fiduciary Partners
Ohio
$829K – – –
BWM
550
Baystate Wealth Management
Massachusetts
$807K -$90K -1,670 -10%
20 21
22
23 24