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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
1
Charles Schwab
California
$1.17B
2
B
2
Barings
North Carolina
$410M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97B
4
Jane Street
4
Jane Street
New York
$184M
5
AC
5
Allstate Corporation
Illinois
$462M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$242K
2
NAM
2
Nationwide Asset Management
Ohio
$33M
3
FRBONY
3
Federal Reserve Bank of New York
New York
$506M
4
BlackRock
4
BlackRock
New York
$839M
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMC
51
Asset Allocation & Management Company
Illinois
$49.9M – – –
OWP
52
Obermeyer Wealth Partners
Colorado
$43.2M +$211K +3,854 +0.5%
FLPIM
53
F.L. Putnam Investment Management
Massachusetts
$42.3M +$42.3M +772,182 New
BMM
54
Buffington Mohr McNeal
Idaho
$42.2M +$1.66M +30,222 +4%
MPM
55
Meritage Portfolio Management
Kansas
$42.1M +$15.2M +276,539 +56%
EK
56
Evensky & Katz
Florida
$41.6M +$702K +12,808 +2%
Mariner
57
Mariner
Kansas
$41.3M +$6.61M +120,661 +19%
PI
58
PFS Investments
Georgia
$39M +$11.7M +214,219 +43%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$38.8M +$4.13M +75,400 +12%
DCM
60
Disciplina Capital Management
Tennessee
$37.5M -$21.8K -397 -0.1%
PI
61
Parkside Investments
Illinois
$36.3M +$5.17M +94,345 +17%
ET
62
Equitable Trust
Tennessee
$36.3M +$36.3M +662,309 New
HighTower Advisors
63
HighTower Advisors
Illinois
$35.8M +$1.46M +26,563 +4%
MG
64
Mather Group
Illinois
$35.8M +$3.27M +59,725 +10%
CFSG
65
Community Financial Services Group
Vermont
$35.6M +$2.1M +38,360 +6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$35M -$731K -13,333 -2%
DCM
67
Davidson Capital Management
Texas
$34.7M -$57.8K -1,055 -0.2%
HNB
68
Huntington National Bank
Ohio
$33.6M +$33.6M +19,226 New
FG
69
Fiduciary Group
Georgia
$33.2M -$729K -13,296 -2%
NAM
70
Nationwide Asset Management
Ohio
$33M -$287M -546,600 -90%
KAS
71
Kestra Advisory Services
Texas
$33M +$1.78M +32,491 +6%
NA
72
NewEdge Advisors
Louisiana
$31.5M +$756K +13,799 +2%
UCFA
73
United Capital Financial Advisors
Texas
$31.5M +$2.68M +48,915 +9%
AAP
74
Arax Advisory Partners
Colorado
$31M +$31M +566,151 New
5L
75
55I LLC
Massachusetts
$30.6M +$5.29M +96,504 +21%
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3
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