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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

903 hedge funds and large institutions have $17.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 356 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
15.86%
Holding in Top 10
112
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.88%
% of All Funds
1.97%
New
68
Increased
356
Reduced
322
Closed
49
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$102K

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$98.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$88.4M
3
FI
Fosun International
China
+$50.8M
4
Charles Schwab
Charles Schwab
California
+$42.1M
5
Bank of America
Bank of America
North Carolina
+$37.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$776M
2
BlackRock
BlackRock
New York
-$489M
3
AC
Allstate Corporation
Illinois
-$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
676
Horan Capital Advisors
Ohio
$447K +$1.58K +29 +0.4%
ATC
677
Argent Trust Co
Tennessee
$446K – – –
HIM
678
Hanlon Investment Management
New Jersey
$432K -$368K -6,729 -46%
CWA
679
Clearview Wealth Advisors
Oregon
$427K -$2.68K -49 -0.6%
VA
680
Valmark Advisers
Ohio
$425K -$89.7K -1,641 -17%
ClearBridge Investments
681
ClearBridge Investments
New York
$425K -$273 -5 -0.1%
CAM
682
Covenant Asset Management
New Jersey
$424K – – –
AF
683
Advisornet Financial
Minnesota
$423K +$205K +3,754 +94%
WAP
684
Wealthcare Advisory Partners
Pennsylvania
$419K +$171K +3,128 +69%
BRG
685
Bay Rivers Group
Virginia
$412K -$6.55K -120 -2%
IWS
686
Insight Wealth Strategies
California
$410K -$59.1K -1,082 -13%
CW
687
CreativeOne Wealth
Kansas
$410K -$3.71K -68 -0.9%
TNB
688
Thomasville National Bank
Georgia
$410K – – –
LA
689
Latitude Advisors
Florida
$410K +$57.5K +1,053 +16%
Principal Financial Group
690
Principal Financial Group
Iowa
$405K -$413K -7,561 -50%
AT
691
Arden Trust
Delaware
$404K -$291K -5,329 -42%
VCM
692
Vivaldi Capital Management
Illinois
$399K – – –
GPA
693
Garrison Point Advisors
California
$399K – – –
LNC
694
Lincoln National Corp
Pennsylvania
$396K +$128K +2,349 +48%
CNB
695
Camden National Bank
Maine
$394K – – –
CF
696
Centaurus Financial
California
$392K -$11.5K -210 -3%
BTWM
697
Baker Tilly Wealth Management
Wisconsin
$387K -$148K -2,702 -28%
WCF
698
West Coast Financial
California
$387K – – –
CCG
699
Ceeto Capital Group
Florida
$382K – – –
ACWM
700
Adams Chetwood Wealth Management
North Carolina
$381K – – –
26 27
28
29 30