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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 %
WA
751
WealthTrust Axiom
Pennsylvania
$296K – – –
TTWM
752
TCV Trust & Wealth Management
Virginia
$291K – – –
AP
753
Advisor Partners
California
$289K -$653K -12,097 -69%
AIC
754
Archer Investment Corporation
Indiana
$288K – – –
MHB
755
Midwest Heritage Bank
Iowa
$286K +$286K +5,308 New
TI
756
tru Independence
Oregon
$279K – – –
EIA
757
Edgemoor Investment Advisors
Maryland
$274K – – –
CA
758
Continuum Advisory
Idaho
$273K -$35.8K -665 -12%
ACA
759
Atlas Capital Advisors
Wyoming
$272K -$548K -10,168 -67%
TB
760
Terril Brothers
Missouri
$269K – – –
MCA
761
Martin Capital Advisors
Texas
$267K +$267K +4,960 New
PPP
762
Private Portfolio Partners
New Jersey
$267K -$1.42M -26,300 -84%
BBHC
763
Brown Brothers Harriman & Co
New York
$267K -$1.01K -18,802 -0.4%
LIG
764
Lokken Investment Group
Delaware
$266K -$2.69K -50 -1%
CSIC
765
Clifford Swan Investment Counsel
California
$266K – – –
SPWM
766
Schrum Private Wealth Management
Florida
$263K +$263K +4,873 New
Koshinski Asset Management
767
Koshinski Asset Management
Illinois
$263K -$4.74K -88 -2%
FC
768
Fusion Capital
South Carolina
$262K -$17.8K -330 -6%
FSA
769
Financial Sense Advisors
California
$261K – – –
HWM
770
Hemington Wealth Management
Virginia
$260K -$3.25K -59 -1%
ARC
771
Advisor Resource Council
Texas
$260K +$8.62K +160 +3%
TCM
772
TD Capital Management
Tennessee
$259K – – –
SCA
773
STALEY CAPITAL ADVISERS
Pennsylvania
$259K – – –
GHAM
774
Gilman Hill Asset Management
Connecticut
$258K -$329K -6,093 -56%
CWM
775
C2C Wealth Management
Arizona
$256K +$256K +4,752 New
29 30
31
32 33