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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 %
C
626
CEDRUS
Colorado
$534K +$534K +9,910 New
FPFS
627
First Personal Financial Services
North Carolina
$532K -$28.7K -532 -5%
CIP
628
Chartwell Investment Partners
Pennsylvania
$529K +$243K +4,510 +85%
JSL
629
JT Stratford LLC
Georgia
$527K +$539 +10 +0.1%
LC
630
Lindbrook Capital
California
$524K – – –
RIA
631
Regal Investment Advisors
Michigan
$523K -$846K -15,719 -62%
BFA
632
BMS Financial Advisors
South Dakota
$518K +$518K +9,618 New
SCM
633
Schnieders Capital Management
California
$514K – – –
TC
634
TAP Consulting
Missouri
$511K +$3.45K +64 +0.7%
HF
635
HRT Financial
New York
$510K -$393K -7,315 -44%
LIM
636
Lathrop Investment Management
Arkansas
$509K +$509K +9,444 New
AA
637
Ancora Advisors
Ohio
$508K -$54.2K -1,006 -10%
Neuberger Berman Group
638
Neuberger Berman Group
New York
$507K -$8.19M -151,979 -94%
GSWM
639
Golden State Wealth Management
California
$507K +$143K +2,646 +39%
DFC
640
DBK Financial Counsel
Ohio
$505K +$505K +9,370 New
NL
641
NWAM LLC
Washington
$504K -$534K -9,917 -51%
WHG
642
Westwood Holdings Group
Texas
$504K -$31.6K -586 -6%
MPW
643
MA Private Wealth
California
$503K -$650K -12,050 -56%
T
644
TrueFG
Texas
$500K +$9.92K +184 +2%
TCA
645
Transcend Capital Advisors
New Jersey
$499K -$47.2K -876 -9%
COF
646
Capital One Financial
Virginia
$495K – – –
WS
647
Wedbush Securities
California
$491K -$40.6K -754 -8%
MYIA
648
Mount Yale Investment Advisors
Colorado
$489K -$500K -9,272 -51%
JLBC
649
J.L. Bainbridge & Co
Florida
$488K -$19.6K -363 -4%
TF
650
TimeScale Financial
Massachusetts
$485K -$287K -5,323 -37%
24 25
26
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