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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 %
AC
576
Apella Capital
Connecticut
$669K +$4.53K +84 +0.7%
CA
577
CGN Advisors
Kansas
$664K +$664K +12,333 New
DWP
578
Destiny Wealth Partners
Florida
$663K -$171K -3,165 -20%
AUB
579
Atlantic Union Bankshares
Virginia
$662K -$31.4K -583 -5%
MIH
580
Meitav Investment House
Israel
$661K -$39.9K -742 -6%
HIS
581
Horizon Investment Services
Indiana
$660K -$2.96K -55 -0.4%
DI
582
Disciplined Investments
Oklahoma
$660K -$2.97K -55 -0.4%
AFA
583
American Financial Advisors
Georgia
$659K -$73.9K -1,371 -10%
TCPWM
584
Traverso Chambers Private Wealth Management
California
$658K -$26.9K -500 -4%
SNBOSD
585
Security National Bank of So Dak
Iowa
$656K +$323K +6,000 +97%
BAAM
586
Baker Avenue Asset Management
California
$653K – – –
LWP
587
Legacy Wealth Planning
Nevada
$647K -$20K -372 -3%
CH
588
Canton Hathaway
Rhode Island
$647K – – –
TF
589
Trek Financial
Arizona
$643K -$1.31M -24,335 -67%
GA
590
Greytown Advisors
Florida
$642K – – –
PWLP
591
Prio Wealth Limited Partnership
Massachusetts
$640K – – –
BFO
592
Boston Family Office
Massachusetts
$638K – – –
PFM
593
Phillips Financial Management
Indiana
$632K +$162 +3 +0%
BHWM
594
Beaird Harris Wealth Management
Texas
$619K +$619K +11,495 New
FDCDDQ
595
Federation des caisses Desjardins du Quebec
Quebec, Canada
$618K +$64.8K +1,202 +12%
VCA
596
Verdence Capital Advisors
Maryland
$616K +$30.6K +569 +5%
FHB
597
First Hawaiian Bank
Hawaii
$614K -$67.2K -1,248 -10%
CCA
598
Cobblestone Capital Advisors
New York
$614K +$78.1K +1,450 +15%
IP
599
Ignite Planners
California
$612K +$612K +11,466 New
RF
600
RHS Financial
California
$611K -$131K -2,426 -18%
22 23
24
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