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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 %
SXL
601
Summit X LLC
Missouri
$671K -$1.98M -36,127 -75%
SFP
602
Shepherd Financial Partners
Massachusetts
$663K +$148K +2,700 +29%
BAAM
603
Baker Avenue Asset Management
California
$661K -$175K -3,199 -21%
CH
604
Canton Hathaway
Rhode Island
$656K +$656K +12,000 New
CC
605
Copperleaf Capital
North Carolina
$653K – – –
USCWA
606
U.S. Capital Wealth Advisors
Texas
$653K +$653K +11,944 New
GA
607
Greytown Advisors
Florida
$651K – – –
PWLP
608
Prio Wealth Limited Partnership
Massachusetts
$649K – – –
CSIA
609
Charles Schwab Investment Advisory
California
$649K +$19.2K +351 +3%
BFO
610
Boston Family Office
Massachusetts
$647K – – –
SG
611
StoneX Group
New York
$640K -$65.2K -1,193 -9%
PFM
612
Phillips Financial Management
Indiana
$640K +$109 +2 +0%
IF
613
Intrua Financial
Texas
$638K -$56.5K -1,040 -8%
CAS
614
Cascadia Advisory Services
Oregon
$635K -$216K -3,953 -25%
ERIM
615
Eagle Ridge Investment Management
Connecticut
$625K – – –
BC
616
Burleson & Co
California
$620K -$543K -9,936 -47%
CIBC Private Wealth Group
617
CIBC Private Wealth Group
Georgia
$613K -$18.4K -336 -3%
CAL
618
Capital Analysts LLC
Pennsylvania
$610K -$17.8K -326 -3%
KF
619
Krilogy Financial
Missouri
$610K +$45.3K +829 +8%
RSWM
620
Robertson Stephens Wealth Management
California
$608K -$1.09M -19,971 -64%
LF
621
Lantz Financial
Illinois
$607K +$12K +219 +2%
KFS
622
Kelly Financial Services
Massachusetts
$597K -$49.3M -903,126 -99%
GRP
623
Global Retirement Partners
California
$597K -$209K -3,816 -26%
VCA
624
Verdence Capital Advisors
Maryland
$594K +$187K +3,425 +46%
GHAM
625
Gilman Hill Asset Management
Connecticut
$594K +$594K +10,878 New
23 24
25
26 27