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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
–
Net Calls
+$603K
Net Calls Change
+$62K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$596M
2
B
Barings
North Carolina
+$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$189M
4
Jane Street
Jane Street
New York
+$183M
5
AC
Allstate Corporation
Illinois
+$68.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$288M
2
NAM
Nationwide Asset Management
Ohio
-$287M
3
FRBONY
Federal Reserve Bank of New York
New York
-$176M
4
BlackRock
BlackRock
New York
-$163M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
601
Caprin Asset Management
Virginia
$679K – – –
HIS
602
Horizon Investment Services
Indiana
$675K +$78.9K +1,438 +13%
AC
603
Apella Capital
Connecticut
$674K +$4.11K +75 +0.6%
DWT
604
Dorsey & Whitney Trust
South Dakota
$657K +$54.8K +1,000 +9%
CC
605
Copperleaf Capital
North Carolina
$655K +$40.6K +740 +7%
GA
606
Greytown Advisors
Florida
$653K – – –
PWLP
607
Prio Wealth Limited Partnership
Massachusetts
$651K +$246K +4,500 +61%
SF
608
Synovus Financial
Georgia
$651K +$419K +7,656 +181%
BFO
609
Boston Family Office
Massachusetts
$649K – – –
LWP
610
Legacy Wealth Planning
Nevada
$647K -$44K -803 -6%
FA
611
Fermata Advisors
California
$646K -$226K -4,129 -26%
PFM
612
Phillips Financial Management
Indiana
$642K +$110 +2 +0%
FAIM
613
Financial Advocates Investment Management
Washington
$637K -$2.12M -30,454 -77%
RW
614
Rede Wealth
Virginia
$635K +$181K +3,309 +40%
CIBC Private Wealth Group
615
CIBC Private Wealth Group
Georgia
$633K – – –
CSIA
616
Charles Schwab Investment Advisory
California
$632K +$301K +5,484 +91%
CAL
617
Capital Analysts LLC
Pennsylvania
$630K +$218K +3,977 +53%
AP
618
Agilis Partners
Massachusetts
$629K -$66K -1,204 -9%
ERIM
619
Eagle Ridge Investment Management
Connecticut
$627K +$30.6K +559 +5%
NFG
620
Nations Financial Group
Iowa
$626K +$353K +6,437 +129%
JLBC
621
J.L. Bainbridge & Co
Florida
$612K -$17.6K -322 -3%
WWM
622
Western Wealth Management
Colorado
$610K +$610K +11,119 New
WS
623
Wedbush Securities
California
$605K +$52.5K +958 +10%
PWS
624
Peloton Wealth Strategists
Indiana
$603K +$115K +2,088 +23%
LF
625
Lantz Financial
Illinois
$597K +$388K +7,076 +186%
23 24
25
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