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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 %
JCIA
776
Jackson Creek Investment Advisors
Colorado
$251K -$53.9K -1,001 -18%
BF
777
Brooklyn FI
New York
$249K +$249K +4,628 New
WI
778
Wintrust Investments
Illinois
$248K +$11.8K +219 +5%
WWM
779
Windsor Wealth Management
Indiana
$245K +$7.69K +143 +3%
CIM
780
CIM Investment Management
Pennsylvania
$243K – – –
BFA
781
Bragg Financial Advisors
North Carolina
$240K – – –
PCM
782
Penserra Capital Management
California
$239K +$239K +4,436 New
Wealthfront Advisers
783
Wealthfront Advisers
California
$238K +$238K +4,426 New
RMAM
784
Raab & Moskowitz Asset Management
New Jersey
$237K -$2.96K -55 -1%
PCM
785
Parsons Capital Management
Rhode Island
$237K +$8.08K +150 +4%
TCMP
786
Thrive Capital Management (Pennsylvania)
Pennsylvania
$237K +$237K +4,398 New
CAG
787
Curtis Advisory Group
California
$237K +$237K +4,405 New
FWP
788
Firethorn Wealth Partners
Georgia
$236K +$236K +4,375 New
CFIA
789
Cantor Fitzgerald Investment Advisors
New York
$233K – – –
GAM
790
Gemmer Asset Management
California
$232K +$2.53K +47 +1%
FHA
791
Flagship Harbor Advisors
Massachusetts
$231K -$20.5K -381 -8%
CPA
792
Cardiff Park Advisors
California
$230K +$230K +4,277 New
CWM
793
Cornerstone Wealth Management
Missouri
$228K +$228K +4,250 New
V
794
Veritable
Delaware
$224K – – –
VC
795
Vicus Capital
Pennsylvania
$221K -$142K -2,666 -39%
LNWWM
796
Laird Norton Wetherby Wealth Management
California
$220K -$9.71K -180 -4%
DP
797
Dearborn Partners
Illinois
$219K -$26.9K -500 -11%
GA
798
Gateway Advisory
New Jersey
$217K -$5.02K -93 -2%
WWM
799
Wolff Wiese Magana
California
$217K -$4.68K -87 -2%
SIC
800
Sigma Investment Counselors
Michigan
$217K – – –
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32
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