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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 %
SFG
651
Snider Financial Group
Washington
$484K -$4.9K -91 -1%
MRCM
652
M&R Capital Management
New Jersey
$484K – – –
SWA
653
Stratos Wealth Advisors
Ohio
$483K -$1.13M -20,925 -70%
CCG
654
Capital CS Group
California
$483K +$483K +8,965 New
EWM
655
Evercore Wealth Management
New York
$482K -$8.83K -164 -2%
IF
656
Intrua Financial
Texas
$481K -$153K -2,830 -24%
MFIMFI
657
Mesirow Financial Investment Management - Fixed Income
Illinois
$478K – – –
AWM
658
AllSquare Wealth Management
New York
$478K – – –
AF
659
Allworth Financial
California
$467K -$588K -10,915 -56%
CCM
660
Crew Capital Management
Ohio
$466K -$53.9K -1,000 -10%
BAM
661
Baldrige Asset Management
Pennsylvania
$462K -$33.5K -622 -7%
CWP
662
Corepath Wealth Partners
Arizona
$460K -$71.2K -1,330 -13%
HFS
663
Haverford Financial Services
Pennsylvania
$458K – – –
GWCM
664
Godshalk Welsh Capital Management
Pennsylvania
$458K +$3.02K +56 +0.7%
CIS
665
Connors Investor Services
Pennsylvania
$456K +$456K +8,472 New
BFM
666
Boston Financial Management
Massachusetts
$454K – – –
BTWM
667
Baker Tilly Wealth Management
Wisconsin
$448K +$66K +1,224 +17%
IC
668
Inscription Capital
Texas
$445K – – –
HCA
669
Horan Capital Advisors
Ohio
$444K +$2.86K +53 +0.6%
NLG
670
New Legacy Group
New York
$442K +$442K +8,200 New
AAM
671
Advisors Asset Management
Colorado
$441K +$81.7K +1,515 +23%
CC
672
Copperleaf Capital
North Carolina
$436K -$207K -3,849 -32%
HS
673
Horan Securities
United States
$434K +$434K +8,060 New
FM
674
Family Management
New York
$432K +$274K +5,084 +173%
OPA
675
Old Port Advisors
Maine
$430K -$44.7K -834 -9%
25 26
27
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