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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 %
PPW
676
Pinnacle Private Wealth
Massachusetts
$425K +$425K +7,882 New
OAP
677
One Advisory Partners
Kansas
$423K -$2.26M -41,828 -84%
LAS
678
LWM Advisory Services
Florida
$420K +$420K +7,791 New
CAM
679
Covenant Asset Management
New Jersey
$418K – – –
ClearBridge Investments
680
ClearBridge Investments
New York
$415K -$3.71K -69 -0.9%
SS
681
Sunbelt Securities
Texas
$413K -$1.29M -24,308 -76%
TNB
682
Thomasville National Bank
Georgia
$405K – – –
AWM
683
Apollon Wealth Management
South Carolina
$403K +$403K +7,471 New
SMG
684
Spectrum Management Group
Indiana
$399K -$2.62M -48,686 -87%
DG
685
DMC Group
Alabama
$397K +$397K +7,480 New
VCM
686
Vivaldi Capital Management
Illinois
$393K – – –
SWPG
687
Strategic Wealth Partners Group
Illinois
$392K +$41.6K +772 +12%
BRG
688
Bay Rivers Group
Virginia
$387K -$19.2K -357 -5%
CNB
689
Camden National Bank
Maine
$387K -$2.27K -42 -0.6%
CSA
690
Cottage Street Advisors
Massachusetts
$383K +$98.2K +1,823 +34%
GWM
691
Grand Wealth Management
Michigan
$383K +$383K +7,104 New
SSWM
692
Sheets Smith Wealth Management
North Carolina
$381K -$719K -13,360 -65%
National Bank of Canada
693
National Bank of Canada
Quebec, Canada
$379K +$379K +7,038 New
CCG
694
Ceeto Capital Group
Florida
$377K – – –
OMC
695
Overbrook Management Corp
New York
$377K +$377K +7,000 New
ACWM
696
Adams Chetwood Wealth Management
North Carolina
$376K – – –
AWE
697
Avidian Wealth Enterprises
Texas
$374K -$814K -15,124 -69%
AT
698
Arden Trust
Delaware
$374K -$24.6K -456 -6%
IDA
699
Intelligence Driven Advisers
California
$373K -$115K -2,155 -24%
GPA
700
Garrison Point Advisors
California
$373K -$20.5K -380 -5%
26 27
28
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