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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 %
COF
651
Capital One Financial
Virginia
$503K – – –
BAM
652
Belpointe Asset Management
Nevada
$501K +$171K +3,114 +52%
EWM
653
Evercore Wealth Management
New York
$500K -$5.92K -108 -1%
NB
654
Nicolet Bankshares
Wisconsin
$500K +$13.4K +245 +3%
T
655
TrueFG
Texas
$498K +$7.9K +144 +2%
MRCM
656
M&R Capital Management
New Jersey
$493K – – –
BBNA
657
Bremer Bank National Association
Minnesota
$493K – – –
IIM
658
Ipswich Investment Management
Massachusetts
$488K +$126K +2,300 +35%
AWM
659
AllSquare Wealth Management
New York
$487K – – –
MFIMFI
660
Mesirow Financial Investment Management - Fixed Income
Illinois
$486K – – –
HIP
661
Harrell Investment Partners
Texas
$484K -$41.8K -763 -8%
SFA
662
Sequoia Financial Advisors
Ohio
$480K +$480K +8,755 New
IWS
663
Insight Wealth Strategies
California
$471K -$278K -5,061 -37%
FFN
664
Focus Financial Network
Minnesota
$466K +$384 +7 +0.1%
BFM
665
Boston Financial Management
Massachusetts
$462K – – –
MWM
666
Mattern Wealth Management
Kansas
$454K -$5.47K -100 -1%
ATC
667
Argent Trust Co
Tennessee
$447K -$1.22M -22,190 -73%
HCA
668
Horan Capital Advisors
Ohio
$447K +$1.81K +33 +0.4%
JSL
669
JT Stratford LLC
Georgia
$445K +$13.9K +253 +3%
CSA
670
Cottage Street Advisors
Massachusetts
$444K +$2.85K +52 +0.6%
HFS
671
Haverford Financial Services
Pennsylvania
$439K -$1.26K -23 -0.3%
CA
672
Continuum Advisory
Idaho
$439K +$439K +8,017 New
TFS
673
TrustCore Financial Services
Tennessee
$436K – – –
TF
674
TimeScale Financial
Massachusetts
$434K +$44.1K +805 +11%
HS
675
Horan Securities
United States
$432K +$1.81K +33 +0.4%
25 26
27
28 29