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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 414 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
15.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.92%
New
80
Increased
414
Reduced
262
Closed
67
Calls
$541K
Puts
–
Net Calls
+$541K
Net Calls Change
+$1.32M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$512M
2
Goldman Sachs
Goldman Sachs
New York
+$193M
3
Charles Schwab
Charles Schwab
California
+$141M
4
AC
Allstate Corporation
Illinois
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$289M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$104M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$51.6M
4
BlackRock
BlackRock
New York
-$49.2M
5
SS
Simplicity Solutions
Minnesota
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
551
Peapack-Gladstone Financial Corp
New Jersey
$872K – – –
FA
552
Fermata Advisors
California
$869K +$869K +15,923 New
CWM
553
Cabot Wealth Management
Massachusetts
$867K +$35.7K +652 +4%
APSP
554
Asset Planning Services (Pennsylvania)
Pennsylvania
$855K +$312K +5,704 +57%
FHB
555
First Hawaiian Bank
Hawaii
$848K -$199K -3,638 -19%
1832 Asset Management
556
1832 Asset Management
Ontario, Canada
$845K – – –
CGFA
557
Colton Groome Financial Advisors
North Carolina
$845K +$245K +4,476 +41%
AT
558
Arden Trust
Delaware
$839K -$137K -2,502 -14%
BAAM
559
Baker Avenue Asset Management
California
$837K -$130K -2,370 -13%
WC
560
Whitney & Co
New York
$808K -$19.1M -349,608 -96%
SFP
561
Shepherd Financial Partners
Massachusetts
$807K -$178K -3,260 -18%
JCM
562
Janney Capital Management
Pennsylvania
$793K -$41.7K -763 -5%
VWA
563
V Wealth Advisors
Kansas
$793K +$139K +2,548 +21%
CCM
564
Canal Capital Management
Virginia
$788K +$159K +2,910 +25%
SFFS
565
Stonehage Fleming Financial Services
Jersey
$781K +$781K +14,280 New
DWP
566
Destiny Wealth Partners
Florida
$777K -$180K -3,298 -19%
GRP
567
Global Retirement Partners
California
$775K +$26.2K +479 +3%
RSWM
568
Robertson Stephens Wealth Management
California
$773K -$250K -4,574 -24%
GGI
569
Godsey & Gibb Inc
Virginia
$773K +$36K +658 +5%
AA
570
Ancora Advisors
Ohio
$769K +$97.9K +1,789 +15%
CFAM
571
Center For Asset Management
Florida
$765K +$24.8K +453 +3%
HGWM
572
Horst & Graben Wealth Management
Oregon
$758K -$6.28M -115,007 -89%
RCIM
573
Red Cedar Investment Management
Michigan
$758K – – –
BS
574
Banco Santander
Spain
$750K – – –
IWS
575
Insight Wealth Strategies
California
$746K +$513K +9,380 +220%
21 22
23
24 25