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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 %
AFO
551
Allie Family Office
Florida
$805K +$805K +14,940 New
AR
552
Advisory Research
Illinois
$799K -$748K -13,870 -48%
APSP
553
Asset Planning Services (Pennsylvania)
Pennsylvania
$798K +$5.39K +100 +0.7%
CSIA
554
Charles Schwab Investment Advisory
California
$776K +$136K +2,524 +21%
SHJ
555
Sharkey, Howes & Javer
Colorado
$773K -$6.89M -127,832 -90%
SB
556
Simmons Bank
Arkansas
$768K -$737K -13,687 -49%
TIP
557
Torray Investment Partners
Maryland
$768K +$768K +14,255 New
CWP
558
CFM Wealth Partners
Texas
$760K +$70.3K +1,307 +10%
TSS
559
Two Sigma Securities
New York
$745K -$621K -11,511 -45%
MCM
560
Mattern Capital Management
Colorado
$743K -$41.9K -778 -5%
BS
561
Banco Santander
Spain
$739K – – –
FFWM
562
Future Financial Wealth Management
Ohio
$716K +$342K +6,354 +91%
SG
563
StoneX Group
New York
$709K +$78.4K +1,455 +12%
CAWM
564
Capital Advisors Wealth Management
Washington
$709K -$13.8K -256 -2%
CGA
565
Crescent Grove Advisors
Illinois
$704K -$1.12M -20,762 -61%
SFP
566
Shepherd Financial Partners
Massachusetts
$704K +$50K +927 +8%
ISWM
567
Independent Solutions Wealth Management
New York
$704K +$10.8K +200 +2%
SFFS
568
Stonehage Fleming Financial Services
Jersey
$695K – – –
MA
569
MUFG Americas
New York
$693K -$90.6K -1,682 -12%
JCM
570
Janney Capital Management
Pennsylvania
$693K -$57.2K -1,061 -8%
MBT
571
Montecito Bank & Trust
California
$689K -$43.8K -812 -6%
RW
572
Rede Wealth
Virginia
$678K -$1.08K -20 -0.2%
CAM
573
Caprin Asset Management
Virginia
$678K +$8.56K +159 +1%
AA
574
Auxano Advisors
Washington
$677K +$677K +12,563 New
PWS
575
Peloton Wealth Strategists
Indiana
$674K +$152K +2,815 +29%
21 22
23
24 25