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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 %
VA
701
Valmark Advisers
Ohio
$372K -$46.5K -864 -11%
LNC
702
Lincoln National Corp
Pennsylvania
$372K -$18.1K -337 -5%
VCAM
703
Van Cleef Asset Management
Ohio
$366K +$366K +6,800 New
NB
704
NBT Bank
New York
$364K – – –
AOWM
705
Alpha Omega Wealth Management
Virginia
$361K -$349K -6,509 -49%
AF
706
Advisornet Financial
Minnesota
$360K -$57K -1,058 -14%
VC
707
Veracity Capital
Georgia
$358K -$527K -9,794 -60%
MWM
708
Mattern Wealth Management
Kansas
$357K – – –
CL
709
Choreo LLC
Illinois
$357K +$357K +6,626 New
ATC
710
Argent Trust Co
Tennessee
$356K -$83.5K -1,550 -19%
FAFN
711
First Affirmative Financial Network
Colorado
$356K +$31.1K +576 +10%
BC
712
Burleson & Co
California
$355K -$257K -4,765 -42%
ST
713
Spinnaker Trust
Maine
$355K – – –
EAM
714
Evanson Asset Management
California
$353K +$1.72K +32 +0.5%
WPC
715
Waters Parkerson & Co
Louisiana
$351K – – –
FP
716
Financial Perspectives
Minnesota
$351K -$4.74K -88 -1%
SVWAG
717
Sound View Wealth Advisors Group
Georgia
$349K – – –
VWA
718
VERITY Wealth Advisors
United States
$348K +$348K +6,463 New
FCBT
719
First Citizens Bank & Trust
North Carolina
$346K +$346K +6,415 New
CTFG
720
Capstone Triton Financial Group
Oklahoma
$345K – – –
MOS
721
MGO One Seven
Ohio
$345K +$107K +1,991 +45%
CF
722
Centaurus Financial
California
$341K -$45.2K -838 -12%
PL
723
Plancorp LLC
Missouri
$341K – – –
PR
724
Payden & Rygel
California
$340K – – –
FAIM
725
Financial Advocates Investment Management
Washington
$335K -$1.07M -21,269 -76%
27 28
29
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