IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

903 hedge funds and large institutions have $17.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 356 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
15.86%
Holding in Top 10
112
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.88%
% of All Funds
1.97%
New
68
Increased
356
Reduced
322
Closed
49
Calls
$705K
Puts
–
Net Calls
+$705K
Net Calls Change
+$102K

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$114M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$89.6M
3
FI
Fosun International
China
$50.8M
4
Charles Schwab
Charles Schwab
California
$1.21B
5
Bank of America
Bank of America
North Carolina
$525M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.19B
2
BlackRock
BlackRock
New York
$347M
3
AC
Allstate Corporation
Illinois
$257M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$883M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
801
Founders Financial Alliance
North Carolina
$173K +$27.2K +498 +19%
FM
802
Family Management
New York
$160K – – –
AP
803
Atwood & Palmer
Missouri
$150K – – –
TAM
804
Tucker Asset Management
Colorado
$148K – – –
OC
805
Oakworth Capital
Alabama
$146K – – –
LWP
806
Lumature Wealth Partners
Georgia
$145K -$18.7K -344 -11%
MIFH
807
Migdal Insurance & Financial Holdings
Israel
$138K – – –
SC
808
Sierra Capital
Florida
$131K – – –
CB
809
Community Bank
New York
$127K -$1.36K -25 -1%
AIM
810
Acropolis Investment Management
Missouri
$125K – – –
PFGIA
811
Patriot Financial Group Insurance Agency
Massachusetts
$120K -$12.5K -229 -9%
TFGT
812
TS Financial Group (TSFG)
Illinois
$118K – – –
MIM
813
MTM Investment Management
South Carolina
$115K – – –
CIAS
814
Capital Investment Advisory Services
North Carolina
$107K +$68.4K +1,250 +177%
CLOS
815
Compagnie Lombard Odier SCmA
Switzerland
$106K +$35K +641 +49%
TFO
816
Tarbox Family Office
California
$102K +$102K +1,860 New
SWM
817
Selective Wealth Management
Virginia
$101K +$101K +1,851 New
AA
818
AlphaCentric Advisors
Puerto Rico
$99K +$2.72K +50 +3%
GIA
819
Goodwin Investment Advisory
Georgia
$95K -$64.2K -1,184 -40%
PWMG
820
Prestige Wealth Management Group
New Jersey
$95K – – –
WPA
821
West Paces Advisors
Georgia
$93.4K – – –
JCM
822
Jacobi Capital Management
Pennsylvania
$90K +$7.3K +133 +9%
NFSG
823
Newbridge Financial Services Group
Florida
$90K +$87.5K +1,598 +3,551%
LWANC
824
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K -$122K -2,244 -58%
WFA
825
WestHill Financial Advisors
California
$83K +$83K +1,516 New
31 32
33
34 35