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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 %
AC
701
Alexandria Capital
Virginia
$371K – – –
NB
702
NBT Bank
New York
$371K +$125K +2,285 +51%
ST
703
Spinnaker Trust
Maine
$361K – – –
RIG
704
Roosevelt Investment Group
New York
$357K -$1.02M -18,598 -74%
WPC
705
Waters Parkerson & Co
Louisiana
$357K -$193K -3,525 -35%
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$355K – – –
LA
707
Latitude Advisors
Florida
$354K +$354K +6,451 New
AIM
708
Alhambra Investment Management
Florida
$350K +$350K +6,381 New
GBT
709
Grove Bank & Trust
Florida
$344K – – –
EDRH
710
Edmond de Rothschild Holding
Switzerland
$344K +$204K +3,710 +145%
FDCDDQ
711
Federation des caisses Desjardins du Quebec
Quebec, Canada
$334K +$319K +5,815 +2,033%
NEPWA
712
New England Private Wealth Advisors
Massachusetts
$333K -$11.4M -208,622 -97%
BFA
713
Beacon Financial Advisory
Ohio
$326K -$32.5K -593 -9%
KCA
714
Karn Couzens & Associates
Connecticut
$325K -$31.3K -571 -9%
EL
715
EQ LLC
Washington
$318K +$1.26K +23 +0.4%
EWM
716
Evermay Wealth Management
Virginia
$317K – – –
KIG
717
Kowal Investment Group
Wisconsin
$314K +$3.34K +61 +1%
NEWAS
718
N.E.W. Advisory Services
Wisconsin
$308K -$50.2K -911 -14%
PFO
719
Pathstone Family Office
New Jersey
$308K – – –
GSWM
720
Golden State Wealth Management
California
$304K +$87.9K +1,601 +41%
T
721
TRUADVICE
Florida
$295K -$108K -1,965 -27%
FC
722
Fusion Capital
South Carolina
$295K -$45.3K -827 -13%
TTWM
723
TCV Trust & Wealth Management
Virginia
$295K – – –
JCIA
724
Jackson Creek Investment Advisors
Colorado
$294K +$24.5K +446 +9%
AIC
725
Archer Investment Corporation
Indiana
$293K – – –
27 28
29
30 31