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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 %
FWM
776
FSA Wealth Management
Massachusetts
$209K -$211K -3,861 -50%
LF
777
Lantz Financial
Illinois
$208K +$208K +3,812 New
WA
778
WealthTrust Axiom
Pennsylvania
$205K – – –
APCM
779
Alaska Permanent Capital Management
Alaska
$205K – – –
S
780
SignatureFD
Georgia
$205K +$13.7K +250 +7%
SAA
781
Southeast Asset Advisors
Georgia
$204K +$204K +3,724 New
ACP
782
Aveo Capital Partners
Colorado
$203K +$203K +3,716 New
AIA
783
Avalon Investment & Advisory
Texas
$202K – – –
FRA
784
Front Row Advisors
California
$201K +$109K +2,000 +119%
SNT
785
Security National Trust
West Virginia
$198K – – –
WAP
786
Wealthcare Advisory Partners
Pennsylvania
$179K +$179K +3,269 New
CFB
787
Cullen/Frost Bankers
Texas
$177K +$177K +3,245 New
LAS
788
Lloyd Advisory Services
Georgia
$173K -$113K -2,075 -40%
BBHC
789
Brown Brothers Harriman & Co
New York
$168K +$744 +13,602 +0.4%
AF
790
Advisornet Financial
Minnesota
$167K -$1.43M -26,219 -90%
CB
791
Community Bank
New York
$166K -$207K -3,790 -55%
AP
792
Atwood & Palmer
Missouri
$161K -$46K -842 -22%
LWP
793
Lumature Wealth Partners
Georgia
$160K -$111K -2,033 -41%
FM
794
Family Management
New York
$160K – – –
GAM
795
Gemmer Asset Management
California
$153K +$35.3K +646 +30%
SC
796
Sierra Capital
Florida
$153K +$153K +2,800 New
OC
797
Oakworth Capital
Alabama
$147K – – –
TIM
798
Thornburg Investment Management
New Mexico
$146K – – –
MIFH
799
Migdal Insurance & Financial Holdings
Israel
$141K +$72.6K +1,324 +106%
EDRH
800
Edmond de Rothschild Holding
Switzerland
$140K +$140K +2,560 New
30 31
32
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