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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 %
BRWM
601
B. Riley Wealth Management
Tennessee
$608K -$64.9K -1,203 -10%
CIBC Private Wealth Group
602
CIBC Private Wealth Group
Georgia
$605K – – –
OPWM
603
Oxinas Partners Wealth Management
Indiana
$604K -$403K -7,483 -40%
PWM
604
Perigon Wealth Management
California
$597K -$617K -11,453 -51%
VWA
605
V Wealth Advisors
Kansas
$592K -$76.8K -1,427 -11%
KF
606
Krilogy Financial
Missouri
$589K -$12.8K -237 -2%
PWG
607
Private Wealth Group
Florida
$582K -$297K -5,520 -34%
LF
608
Lantz Financial
Illinois
$581K -$17K -315 -3%
Fisher Asset Management
609
Fisher Asset Management
Washington
$580K -$413K -7,659 -42%
NB
610
Nicolet Bankshares
Wisconsin
$579K +$57.8K +1,072 +11%
TFS
611
TrustCore Financial Services
Tennessee
$577K – – –
AIM
612
Alhambra Investment Management
Florida
$576K +$118K +2,188 +26%
PCA
613
Pallas Capital Advisors
Massachusetts
$574K -$106K -1,981 -16%
CFA
614
Carroll Financial Associates
North Carolina
$569K +$37.2K +691 +7%
EDRH
615
Edmond de Rothschild Holding
Switzerland
$565K +$232K +4,307 +70%
PM
616
Phraction Management
Connecticut
$565K +$565K +10,490 New
CFG
617
Citizens Financial Group
Rhode Island
$561K -$8.03K -149 -1%
SL
618
SWMG LLC
Texas
$554K -$520K -9,652 -48%
TWC
619
TD Waterhouse Canada
Ontario, Canada
$547K +$547K +10,152 New
USCWA
620
U.S. Capital Wealth Advisors
Texas
$545K -$98.5K -1,828 -15%
CHAM
621
Clear Harbor Asset Management
Connecticut
$544K -$12.8K -238 -2%
WC
622
Whitney & Co
New York
$543K -$19.7K -365 -3%
GCA
623
Greenwood Capital Associates
South Carolina
$541K -$443K -8,225 -45%
ERIM
624
Eagle Ridge Investment Management
Connecticut
$538K -$78.8K -1,461 -13%
SF
625
Synovus Financial
Georgia
$538K +$9.01K +167 +2%
23 24
25
26 27