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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
Hirtle Callaghan & Co
Pennsylvania
+$217M
2
AssetMark Inc
AssetMark Inc
California
+$182M
3
AC
Allstate Corporation
Illinois
+$174M
4
SLF
Sun Life Financial
Ontario, Canada
+$89.9M
5
Goldman Sachs
Goldman Sachs
New York
+$86M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$650M
2
B
Barings
North Carolina
-$393M
3
LPL Financial
LPL Financial
California
-$133M
4
Morgan Stanley
Morgan Stanley
New York
-$107M
5
Ameriprise
Ameriprise
Minnesota
-$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHGWA
726
Dixon Hughes Goodman Wealth Advisors
North Carolina
$333K +$333K +6,175 New
EWM
727
Evermay Wealth Management
Virginia
$332K – – –
NEPWA
728
New England Private Wealth Advisors
Massachusetts
$330K +$1.13K +21 +0.3%
BCM
729
Boltwood Capital Management
California
$330K +$330K +6,125 New
CWM
730
Congress Wealth Management
Massachusetts
$327K +$327K +6,072 New
GBT
731
Grove Bank & Trust
Florida
$326K – – –
SB
732
Strategic Blueprint
Georgia
$325K -$224K -4,156 -41%
FA
733
Flagstar Advisors
New York
$325K +$27.8K +517 +9%
WWM
734
Western Wealth Management
Colorado
$324K +$324K +5,996 New
TFA
735
Triad Financial Advisors
North Carolina
$323K +$323K +6,004 New
CA
736
CoreCap Advisors
Michigan
$322K +$322K +5,981 New
LWAC
737
Laurel Wealth Advisors (California)
California
$319K +$319K +5,909 New
TPWM
738
Twelve Points Wealth Management
Massachusetts
$319K +$319K +5,912 New
DWT
739
Dorsey & Whitney Trust
South Dakota
$313K -$216K -4,000 -41%
KIG
740
Kowal Investment Group
Wisconsin
$310K +$108 +2 +0%
GFPC
741
Global Financial Private Client
Florida
$309K -$558K -10,355 -64%
DPI
742
Diversified Portfolios Inc
Michigan
$308K +$308K +5,719 New
BBA
743
BLB&B Advisors
Pennsylvania
$307K – – –
Loomis, Sayles & Company
744
Loomis, Sayles & Company
Massachusetts
$307K +$307K +5,690 New
DAS
745
Dynamic Advisor Solutions
Arizona
$306K -$1.81M -33,498 -86%
TPWA
746
TRUE Private Wealth Advisors
Oregon
$304K -$849K -15,791 -74%
CWA
747
Clearview Wealth Advisors
Oregon
$304K -$117K -2,166 -28%
Millennium Management
748
Millennium Management
New York
$303K -$230K -4,264 -43%
PFO
749
Pathstone Family Office
New Jersey
$303K – – –
CAM
750
Cresset Asset Management
Illinois
$302K -$273K -5,063 -47%
28 29
30
31 32