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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 %
WAP
801
Wealthcare Advisory Partners
Pennsylvania
$216K -$197K -3,655 -48%
ACM
802
Azimuth Capital Management
Michigan
$216K – – –
JF
803
JSF Financial
California
$216K – – –
RWB
804
RMR Wealth Builders
New Jersey
$214K -$60.2K -1,115 -22%
ACK
805
Andrew C. Karlinski
$212K +$212K +3,932 New
WDG
806
Wealth Dimensions Group
Ohio
$211K – – –
ERWM
807
Elk River Wealth Management
Colorado
$210K – – –
SAF
808
Smith Anglin Financial
Texas
$210K +$1.4K +26 +0.7%
FCH
809
Freestone Capital Holdings
Washington
$210K +$210K +3,898 New
FAP
810
Financial Advisory Partners
Florida
$210K +$210K +3,894 New
ASFA
811
All Season Financial Advisors
Colorado
$209K +$209K +3,873 New
VIM
812
Vista Investment Management
Pennsylvania
$209K +$209K +3,875 New
PFM
813
Parsec Financial Management
North Carolina
$208K – – –
CCM
814
Condor Capital Management
New Jersey
$207K – – –
CWM
815
Chesapeake Wealth Management
Virginia
$206K -$3.5K -65 -2%
BA
816
Bridgewater Advisors
New York
$205K -$20.7K -385 -9%
9WM
817
9258 Wealth Management
Ohio
$202K -$2.05K -38 -1%
APCM
818
Alaska Permanent Capital Management
Alaska
$202K – – –
FCT
819
Family Capital Trust
Massachusetts
$202K +$192K +3,558 +1,913%
SAA
820
Southeast Asset Advisors
Georgia
$201K – – –
CFB
821
Cullen/Frost Bankers
Texas
$200K -$47.2K -876 -19%
S
822
SignatureFD
Georgia
$199K -$42.5K -790 -18%
FRA
823
Front Row Advisors
California
$199K – – –
BNP Paribas Financial Markets
824
BNP Paribas Financial Markets
France
$190K +$179K +3,328 +1,664%
SWM
825
Selective Wealth Management
Virginia
$175K +$75.3K +1,399 +76%
31 32
33
34 35