IGSB icon

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
1
Hirtle Callaghan & Co
Pennsylvania
$217M
2
AssetMark Inc
2
AssetMark Inc
California
$182M
3
AC
3
Allstate Corporation
Illinois
$427M
4
SLF
4
Sun Life Financial
Ontario, Canada
$89.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$470M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$526M
2
B
2
Barings
North Carolina
$9.53M
3
LPL Financial
3
LPL Financial
California
$190M
4
Morgan Stanley
4
Morgan Stanley
New York
$629M
5
Ameriprise
5
Ameriprise
Minnesota
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$52.8M +$3.22M +59,763 +6%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$52.7M +$52.7M +977,976 New
AAMC
53
Asset Allocation & Management Company
Illinois
$49M – – –
MWM
54
MTC Wealth Management
Florida
$48.2M +$2.12M +39,405 +5%
MPM
55
Meritage Portfolio Management
Kansas
$47.7M -$6.59M -122,221 -12%
BMM
56
Buffington Mohr McNeal
Idaho
$46.2M +$1.52M +28,185 +3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$46.2M -$44.8M -831,937 -49%
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$46.1M +$3.14M +58,253 +7%
OWP
59
Obermeyer Wealth Partners
Colorado
$44.1M +$405K +7,514 +0.9%
MD
60
Money Design
Japan
$43.3M +$4.77M +88,428 +12%
PFA
61
Pure Financial Advisors
California
$43.3M +$8.86M +164,408 +26%
MG
62
Mather Group
Illinois
$39.2M +$1.85M +34,337 +5%
PI
63
Parkside Investments
Illinois
$37.8M +$1.13M +20,915 +3%
HNB
64
Huntington National Bank
Ohio
$37.5M -$37.3M -18,411 Closed
NAM
65
Nationwide Asset Management
Ohio
$37.3M -$4.89M -90,800 -12%
ZIG
66
Zurich Insurance Group
Switzerland
$36.6M +$14.4M +267,660 +65%
HighTower Advisors
67
HighTower Advisors
Illinois
$35.8M +$1.27M +23,554 +4%
EK
68
Evensky & Katz
Florida
$34.4M -$1.37M -25,493 -4%
UCFA
69
United Capital Financial Advisors
Texas
$34.1M +$461K +8,547 +1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$33.9M -$762K -14,138 -2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$33.5M +$6.45M +119,625 +24%
NC
72
NewSquare Capital
Pennsylvania
$32.9M +$693K +12,868 +2%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$32.6M +$32.6M +604,580 New
MML Investors Services
74
MML Investors Services
Massachusetts
$31.9M -$24.5M -455,295 -43%
AAP
75
Arax Advisory Partners
Colorado
$31.9M +$278K +5,165 +0.9%
1 2
3
4 5