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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

903 hedge funds and large institutions have $17.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 356 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
15.86%
Holding in Top 10
112
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.88%
% of All Funds
1.97%
New
68
Increased
356
Reduced
322
Closed
49
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$102K

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$98.9M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$88.4M
3
FI
Fosun International
China
+$50.8M
4
Charles Schwab
Charles Schwab
California
+$42.1M
5
Bank of America
Bank of America
North Carolina
+$37.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$776M
2
BlackRock
BlackRock
New York
-$489M
3
AC
Allstate Corporation
Illinois
-$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
726
Kowal Investment Group
Wisconsin
$314K +$547 +10 +0.2%
CA
727
Continuum Advisory
Idaho
$313K -$124K -2,280 -28%
BBA
728
BLB&B Advisors
Pennsylvania
$311K -$105K -1,930 -25%
JCIA
729
Jackson Creek Investment Advisors
Colorado
$309K +$16.6K +304 +6%
PFO
730
Pathstone Family Office
New Jersey
$308K – – –
BFA
731
Beacon Financial Advisory
Ohio
$306K -$18.9K -345 -6%
WA
732
Wealth Alliance
New York
$305K -$1.03M -18,906 -77%
FA
733
Flagstar Advisors
New York
$302K +$302K +5,524 New
WA
734
WealthTrust Axiom
Pennsylvania
$300K +$95.3K +1,750 +47%
FFN
735
Focus Financial Network
Minnesota
$297K -$167K -3,062 -36%
TTWM
736
TCV Trust & Wealth Management
Virginia
$294K – – –
AIC
737
Archer Investment Corporation
Indiana
$292K – – –
CIP
738
Chartwell Investment Partners
Pennsylvania
$290K – – –
CSA
739
Cottage Street Advisors
Massachusetts
$289K -$154K -2,817 -35%
FC
740
Fusion Capital
South Carolina
$283K -$10.8K -197 -4%
TI
741
tru Independence
Oregon
$282K +$282K +5,180 New
EIA
742
Edgemoor Investment Advisors
Maryland
$278K -$104K -1,900 -27%
RWB
743
RMR Wealth Builders
New Jersey
$278K +$278K +5,081 New
NHC
744
Nicholas Hoffman & Company
Georgia
$275K +$275K +5,041 New
TB
745
Terril Brothers
Missouri
$273K – – –
LIG
746
Lokken Investment Group
Delaware
$273K +$16.7K +305 +7%
BBHC
747
Brown Brothers Harriman & Co
New York
$271K +$225 +4,110 +0.1%
Koshinski Asset Management
748
Koshinski Asset Management
Illinois
$271K +$38.6K +706 +17%
WA
749
Wealth Architects
California
$269K – – –
CSIC
750
Clifford Swan Investment Counsel
California
$267K – – –
28 29
30
31 32