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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 %
NB
751
NBT Bank
New York
$245K – – –
WCM
752
Windsor Capital Management
Arizona
$244K -$57.9K -1,063 -19%
CWM
753
Chesapeake Wealth Management
Virginia
$242K – – –
BFA
754
Bragg Financial Advisors
North Carolina
$240K -$1.1K -20 -0.5%
CFIA
755
Cantor Fitzgerald Investment Advisors
New York
$240K – – –
CRWM
756
Castle Rock Wealth Management
California
$240K +$219 +4 +0.1%
OGF
757
Orin Green Financial
California
$239K -$12K -219 -5%
LNC
758
Lincoln National Corp
Pennsylvania
$238K -$25.2K -460 -10%
JF
759
JSF Financial
California
$238K – – –
BAS
760
Brown Advisory Securities
Maryland
$233K -$1.37K -25 -0.6%
SF
761
Synovus Financial
Georgia
$231K -$47K -860 -17%
PCM
762
Parsons Capital Management
Rhode Island
$230K -$16.4K -300 -7%
ACS
763
Archford Capital Strategies
Illinois
$229K -$345K -6,303 -60%
V
764
Veritable
Delaware
$227K – – –
3LCM
765
3D/L Capital Management
Connecticut
$226K +$226K +4,131 New
CCM
766
Condor Capital Management
New Jersey
$222K -$493 -9 -0.2%
RWA
767
Redhawk Wealth Advisors
Minnesota
$221K -$5.25M -96,081 -96%
WWM
768
Wolff Wiese Magana
California
$221K -$3.4K -62 -2%
ACM
769
Azimuth Capital Management
Michigan
$219K – – –
GSWM
770
Golden State Wealth Management
California
$215K -$149K -2,736 -41%
MOS
771
MGO One Seven
Ohio
$215K +$8.75K +160 +4%
WDG
772
Wealth Dimensions Group
Ohio
$214K – – –
FS
773
Ferguson Shapiro
Georgia
$214K +$214K +3,905 New
ERWM
774
Elk River Wealth Management
Colorado
$213K -$42.4K -775 -17%
SAF
775
Smith Anglin Financial
Texas
$210K +$712 +13 +0.3%
29 30
31
32 33