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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 414 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
15.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.92%
New
80
Increased
414
Reduced
262
Closed
67
Calls
$541K
Puts
–
Net Calls
+$541K
Net Calls Change
+$1.32M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.78B
2
Goldman Sachs
Goldman Sachs
New York
$377M
3
Charles Schwab
Charles Schwab
California
$576M
4
AC
Allstate Corporation
Illinois
$393M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.08B

Top Sellers

1
EWA
EP Wealth Advisors
California
$13.1M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$144M
3
Verition Fund Management
Verition Fund Management
Connecticut
$0
4
BlackRock
BlackRock
New York
$1,000M
5
SS
Simplicity Solutions
Minnesota
$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMC
51
Asset Allocation & Management Company
Illinois
$49.8M – – –
OWP
52
Obermeyer Wealth Partners
Colorado
$42.9M +$2.46M +44,985 +6%
MWM
53
MTC Wealth Management
Florida
$42.6M +$42.6M +778,205 New
EK
54
Evensky & Katz
Florida
$40.8M +$40M +731,018 +5,117%
BMM
55
Buffington Mohr McNeal
Idaho
$40.5M +$4.54M +83,006 +13%
AWM
56
AE Wealth Management
Kansas
$37.6M -$1.96M -35,785 -5%
DCM
57
Disciplina Capital Management
Tennessee
$37.4M +$37.4M +684,112 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$36.2M -$14.6M -267,538 -29%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$35.7M -$122K -2,227 -0.3%
DCM
60
Davidson Capital Management
Texas
$34.7M -$2.85M -52,039 -8%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$34.6M +$30.3M +554,993 +713%
Mariner
62
Mariner
Kansas
$34.6M +$7.96M +145,505 +30%
HighTower Advisors
63
HighTower Advisors
Illinois
$34.3M +$3.89M +71,063 +13%
FG
64
Fiduciary Group
Georgia
$33.9M -$1.47M -26,852 -4%
CFSG
65
Community Financial Services Group
Vermont
$33.4M +$8.24M +150,773 +33%
NAM
66
Nationwide Asset Management
Ohio
$33.3M +$4.94M +90,400 +17%
MG
67
Mather Group
Illinois
$32.4M +$4.41M +80,585 +16%
KAS
68
Kestra Advisory Services
Texas
$31.1M +$5.64M +103,079 +22%
BRWA
69
B. Riley Wealth Advisors
Florida
$31.1M -$2.09M -38,258 -6%
PI
70
Parkside Investments
Illinois
$31.1M +$7.13M +130,485 +30%
NA
71
NewEdge Advisors
Louisiana
$30.7M +$7.86M +143,821 +34%
AI
72
Atria Investments
North Carolina
$29.8M +$15.3M +279,134 +105%
UCFA
73
United Capital Financial Advisors
Texas
$28.7M -$864K -15,800 -3%
JIR
74
James Investment Research
Ohio
$28.7M +$2.46M +45,020 +9%
HNB
75
Huntington National Bank
Ohio
$28.4M -$24.3M – –
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