IGSB icon

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
+$512M
2
Goldman Sachs
Goldman Sachs
New York
+$193M
3
Charles Schwab
Charles Schwab
California
+$141M
4
AC
Allstate Corporation
Illinois
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$289M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$104M
3
Verition Fund Management
Verition Fund Management
Connecticut
-$51.6M
4
BlackRock
BlackRock
New York
-$49.2M
5
SS
Simplicity Solutions
Minnesota
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
726
Advisory Alpha
Michigan
$284K +$284K +5,189 New
SG
727
StoneX Group
New York
$281K +$281K +5,147 New
RWB
728
RMR Wealth Builders
New Jersey
$278K +$278K +5,082 New
LFAS
729
Level Four Advisory Services
Texas
$277K +$48.7K +890 +21%
NFG
730
Nations Financial Group
Iowa
$273K -$64.1K -1,170 -19%
TB
731
Terril Brothers
Missouri
$273K – – –
CSIC
732
Clifford Swan Investment Counsel
California
$270K – – –
WA
733
Wealth Architects
California
$269K – – –
JCIA
734
Jackson Creek Investment Advisors
Colorado
$269K +$269K +4,913 New
WPA
735
West Paces Advisors
Georgia
$268K -$189K -3,457 -41%
TAM
736
Tucker Asset Management
Colorado
$264K -$70.7K -1,293 -21%
SCA
737
STALEY CAPITAL ADVISERS
Pennsylvania
$263K -$208K -3,800 -44%
TCM
738
TD Capital Management
Tennessee
$263K +$57.4K +1,050 +28%
CSM
739
CAMG Solamere Management
North Carolina
$262K – – –
IIC
740
Integrated Investment Consultants
Michigan
$258K -$920K -16,816 -78%
HWM
741
Hemington Wealth Management
Virginia
$258K +$546 +10 +0.2%
PIA
742
Perennial Investment Advisors
California
$257K +$31.3K +574 +14%
SWMG
743
Strategic Wealth Management Group
Maryland
$256K +$55 +1 +0%
VAM
744
Verity Asset Management
North Carolina
$254K +$254K +4,636 New
NCM
745
Novare Capital Management
North Carolina
$252K – – –
FHA
746
Flagship Harbor Advisors
Massachusetts
$251K -$18.3K -335 -7%
SIC
747
Sigma Investment Counselors
Michigan
$251K -$10.9K -200 -4%
DP
748
Dearborn Partners
Illinois
$250K – – –
LIG
749
Lokken Investment Group
Delaware
$249K -$547 -10 -0.2%
RMAM
750
Raab & Moskowitz Asset Management
New Jersey
$245K -$21.7K -398 -8%
28 29
30
31 32