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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 414 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
15.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.92%
New
80
Increased
414
Reduced
262
Closed
67
Calls
$541K
Puts
–
Net Calls
+$541K
Net Calls Change
+$1.32M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$512M
2
Goldman Sachs
Goldman Sachs
New York
+$193M
3
Charles Schwab
Charles Schwab
California
+$141M
4
AC
Allstate Corporation
Illinois
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$289M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$104M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$51.6M
4
BlackRock
BlackRock
New York
-$49.2M
5
SS
Simplicity Solutions
Minnesota
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
676
TRUADVICE
Florida
$402K +$176K +3,213 +78%
ISWM
677
Independent Solutions Wealth Management
New York
$401K -$10.4K -190 -3%
VCM
678
Vivaldi Capital Management
Illinois
$400K – – –
CNB
679
Camden National Bank
Maine
$395K +$2.3K +42 +0.6%
CNC
680
Camden National Corporation
Maine
$395K +$395K +7,217 New
HCM
681
Hengehold Capital Management
Ohio
$393K +$9.57K +175 +2%
TF
682
TimeScale Financial
Massachusetts
$389K +$5.25K +96 +1%
ACWM
683
Adams Chetwood Wealth Management
North Carolina
$388K – – –
WCF
684
West Coast Financial
California
$387K +$170K +3,110 +78%
MBT
685
Montecito Bank & Trust
California
$384K +$152K +2,770 +65%
CCG
686
Ceeto Capital Group
Florida
$383K – – –
EIA
687
Edgemoor Investment Advisors
Maryland
$382K – – –
WI
688
WBI Investments
New Jersey
$372K +$56.5K +1,034 +18%
AC
689
Alexandria Capital
Virginia
$370K – – –
JFGIW
690
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$368K +$368K +6,724 New
PAG
691
Pinnacle Advisory Group
Maryland
$364K +$364K +6,650 New
WANY
692
Wealthspire Advisors (New York)
New York
$364K +$364K +6,655 New
IIM
693
Ipswich Investment Management
Massachusetts
$361K +$361K +6,600 New
ST
694
Spinnaker Trust
Maine
$360K – – –
VCA
695
Verdence Capital Advisors
Maryland
$360K – – –
BFA
696
Beacon Financial Advisory
Ohio
$357K -$353K -6,454 -50%
KCA
697
Karn Couzens & Associates
Connecticut
$355K -$12.8K -234 -3%
SVWAG
698
Sound View Wealth Advisors Group
Georgia
$354K – – –
NEWAS
699
N.E.W. Advisory Services
Wisconsin
$353K -$88.9K -1,637 -20%
SWPG
700
Strategic Wealth Partners Group
Illinois
$353K -$19.7K -361 -5%
26 27
28
29 30