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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 %
ACA
576
Atlas Capital Advisors
Wyoming
$740K +$740K +13,538 New
DIA
577
Dana Investment Advisors
Wisconsin
$740K +$121K +2,214 +20%
PHS
578
Pekin Hardy Strauss
Illinois
$737K -$76.5K -1,400 -9%
AOWM
579
Alpha Omega Wealth Management
Virginia
$735K +$318K +5,809 +76%
AUB
580
Atlantic Union Bankshares
Virginia
$721K -$51.1K -933 -7%
CAS
581
Cascadia Advisory Services
Oregon
$718K +$718K +13,131 New
CWP
582
CFM Wealth Partners
Texas
$701K – – –
TCPWM
583
Traverso Chambers Private Wealth Management
California
$699K -$17.2K -314 -2%
HIM
584
Hanlon Investment Management
New Jersey
$694K +$250K +4,569 +56%
AP
585
Agilis Partners
Massachusetts
$693K -$66.5K -1,217 -9%
SWP
586
Strategic Wealth Partners
Ohio
$693K +$142K +2,592 +26%
SS
587
Simplicity Solutions
Minnesota
$691K -$32.8M -598,953 -98%
DI
588
Disciplined Investments
Oklahoma
$690K +$5.96K +109 +0.9%
LWP
589
Legacy Wealth Planning
Nevada
$690K +$104K +1,909 +18%
CW
590
CreativeOne Wealth
Kansas
$686K -$382K -6,994 -36%
KFAA
591
Klaas Financial Asset Advisors
Illinois
$682K -$484K -8,853 -42%
FNBOH
592
First National Bank of Hutchinson
Kansas
$679K -$522K -9,544 -43%
FHC
593
First Heartland Consultants
Missouri
$678K +$175K +3,202 +35%
GFPC
594
Global Financial Private Client
Florida
$678K +$509K +9,317 +301%
CAM
595
Caprin Asset Management
Virginia
$677K -$23.6K -432 -3%
CIP
596
Chartwell Investment Partners
Pennsylvania
$673K +$152K +2,775 +29%
FCA
597
FinTrust Capital Advisors
South Carolina
$672K -$69K -1,260 -9%
AC
598
Apella Capital
Connecticut
$668K +$2.19K +40 +0.3%
TA
599
TrueWealth Advisors
Alabama
$662K +$662K +12,099 New
GA
600
Greytown Advisors
Florida
$651K +$651K +11,907 New
22 23
24
25 26