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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
–
Net Calls
+$603K
Net Calls Change
+$62K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$596M
2
B
Barings
North Carolina
+$300M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$189M
4
Jane Street
Jane Street
New York
+$183M
5
AC
Allstate Corporation
Illinois
+$68.7M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$288M
2
NAM
Nationwide Asset Management
Ohio
-$287M
3
FRBONY
Federal Reserve Bank of New York
New York
-$176M
4
BlackRock
BlackRock
New York
-$163M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
776
Advisornet Financial
Minnesota
$218K +$50.5K +922 +30%
AWA
777
ARS Wealth Advisors
Florida
$214K -$263K -4,800 -55%
WDG
778
Wealth Dimensions Group
Ohio
$214K – – –
FS
779
Ferguson Shapiro
Georgia
$214K +$328 +6 +0.2%
CWM
780
Chesapeake Wealth Management
Virginia
$213K -$29K -530 -12%
ERWM
781
Elk River Wealth Management
Colorado
$213K – – –
LWANC
782
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K +$82.4K +1,507 +64%
SAF
783
Smith Anglin Financial
Texas
$211K +$877 +16 +0.4%
PFM
784
Parsec Financial Management
North Carolina
$211K +$211K +3,854 New
APCM
785
Alaska Permanent Capital Management
Alaska
$205K – – –
WA
786
WealthTrust Axiom
Pennsylvania
$205K – – –
SAA
787
Southeast Asset Advisors
Georgia
$204K – – –
FRA
788
Front Row Advisors
California
$202K +$55 +1 +0%
BFIM
789
Beese Fulmer Investment Management
Ohio
$201K +$201K +3,664 New
LHC
790
Little House Capital
Massachusetts
$200K -$327K -5,960 -62%
S
791
SignatureFD
Georgia
$200K -$5.48K -100 -3%
SAS
792
Sanford Advisory Services
Michigan
$199K +$199K +3,634 New
SNT
793
Security National Trust
West Virginia
$198K – – –
GAM
794
Gemmer Asset Management
California
$188K +$35K +641 +23%
FP
795
Financial Perspectives
Minnesota
$166K -$9.1M -165,979 -98%
LWP
796
Lumature Wealth Partners
Georgia
$165K +$3.9K +71 +2%
GIA
797
Goodwin Investment Advisory
Georgia
$161K -$140K -2,553 -47%
FM
798
Family Management
New York
$161K – – –
ARMC
799
American Research & Management Company
Massachusetts
$156K +$54.7K +1,000 +54%
AP
800
Atwood & Palmer
Missouri
$151K -$11K -200 -7%
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32
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