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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 %
AFA
576
American Financial Advisors
Georgia
$743K -$154K -2,826 -17%
MBT
577
Montecito Bank & Trust
California
$743K -$47.5K -869 -6%
CAWM
578
Capital Advisors Wealth Management
Washington
$733K +$44.7K +819 +7%
CFG
579
Cooper Financial Group
California
$729K -$308K -5,638 -30%
Bank Julius Baer & Co
580
Bank Julius Baer & Co
Switzerland
$726K -$658K -12,052 -48%
AOWM
581
Alpha Omega Wealth Management
Virginia
$724K – – –
MIH
582
Meitav Investment House
Israel
$711K +$167K +3,063 +31%
PF
583
Phoenix Financial
Israel
$707K -$382K -7,000 -35%
EFSCE
584
Enterprise Financial Services Corp (EFSC)
Missouri
$706K +$488K +8,928 +223%
SFFS
585
Stonehage Fleming Financial Services
Jersey
$705K -$75.4K -1,380 -10%
AUB
586
Atlantic Union Bankshares
Virginia
$703K +$10.9K +200 +2%
ISWM
587
Independent Solutions Wealth Management
New York
$703K +$7.87K +144 +1%
CWP
588
CFM Wealth Partners
Texas
$700K – – –
TCPWM
589
Traverso Chambers Private Wealth Management
California
$694K -$4.04K -74 -0.6%
FHB
590
First Hawaiian Bank
Hawaii
$691K -$157K -2,879 -19%
PCA
591
Pallas Capital Advisors
Massachusetts
$691K +$691K +12,720 New
RW
592
Rede Wealth
Virginia
$688K +$54.4K +996 +9%
BRWM
593
B. Riley Wealth Management
Tennessee
$682K +$682K +12,479 New
VWA
594
V Wealth Advisors
Kansas
$679K -$195K -3,575 -22%
CAM
595
Caprin Asset Management
Virginia
$679K +$2.84K +52 +0.4%
LWP
596
Legacy Wealth Planning
Nevada
$677K +$31.4K +575 +5%
SS
597
Simplicity Solutions
Minnesota
$675K +$107K +1,967 +19%
AC
598
Apella Capital
Connecticut
$674K +$2.46K +45 +0.4%
DI
599
Disciplined Investments
Oklahoma
$672K -$7.92K -145 -1%
HIS
600
Horizon Investment Services
Indiana
$672K – – –
22 23
24
25 26