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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 %
FFWM
701
Future Financial Wealth Management
Ohio
$381K – – –
HCM
702
Hengehold Capital Management
Ohio
$373K -$21K -384 -5%
VC
703
Vicus Capital
Pennsylvania
$372K +$1.2K +22 +0.3%
AC
704
Alexandria Capital
Virginia
$371K +$1.97K +36 +0.5%
NB
705
NBT Bank
New York
$370K – – –
KCA
706
Karn Couzens & Associates
Connecticut
$369K +$45.2K +828 +14%
GSWM
707
Golden State Wealth Management
California
$369K +$66.5K +1,217 +22%
AAM
708
Advisors Asset Management
Colorado
$364K +$97.9K +1,792 +37%
MWM
709
Mattern Wealth Management
Kansas
$362K -$91.9K -1,680 -20%
FP
710
Financial Perspectives
Minnesota
$360K +$195K +3,575 +118%
ST
711
Spinnaker Trust
Maine
$360K – – –
EAM
712
Evanson Asset Management
California
$357K -$24K -439 -6%
WPC
713
Waters Parkerson & Co
Louisiana
$356K – – –
SWPG
714
Strategic Wealth Partners Group
Illinois
$355K +$355K +6,494 New
SVWAG
715
Sound View Wealth Advisors Group
Georgia
$354K – – –
CTFG
716
Capstone Triton Financial Group
Oklahoma
$347K -$21.1K -388 -6%
PL
717
Plancorp LLC
Missouri
$346K +$346K +6,324 New
PR
718
Payden & Rygel
California
$344K -$219K -4,016 -39%
EDRH
719
Edmond de Rothschild Holding
Switzerland
$338K -$5.03K -92 -1%
EWM
720
Evermay Wealth Management
Virginia
$337K +$20.5K +375 +6%
SNBOSD
721
Security National Bank of So Dak
Iowa
$337K +$337K +6,171 New
NEPWA
722
New England Private Wealth Advisors
Massachusetts
$333K +$1.2K +22 +0.4%
GBT
723
Grove Bank & Trust
Florida
$331K -$12.6K -230 -4%
FAFN
724
First Affirmative Financial Network
Colorado
$329K +$329K +6,023 New
PP
725
Palladium Partners
Virginia
$322K +$322K +5,887 New
27 28
29
30 31