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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 %
FA
826
Faithward Advisors
Pennsylvania
$57K +$57K +1,032 New
AWM
827
Accel Wealth Management
Iowa
$56K -$9.38K -170 -14%
SBL
828
Sargent Bickham Lagudis
Colorado
$55K – – –
BWP
829
Baldwin Wealth Partners
Massachusetts
$51K – – –
SSB
830
Sandy Spring Bank
Maryland
$50K +$2.86K +53 +6%
BW
831
Bison Wealth
Georgia
$49K – – –
IBOK
832
Independence Bank of Kentucky
Kentucky
$47K – – –
FEG
833
Financial Enhancement Group
Indiana
$44K – – –
JAM
834
JCIC Asset Management
Ontario, Canada
$39K – – –
MA
835
Montag & Associates
Georgia
$34K – – –
PP
836
Pacifica Partners
Canada
$33K – – –
JFA
837
JNBA Financial Advisors
Minnesota
$33K – – –
CFD
838
Creative Financial Designs
Indiana
$31K -$1.12M -20,311 -97%
HDIM
839
Hanson & Doremus Investment Management
Vermont
$31K – – –
MHR
840
Matthew Hamilton Rosenberg
$31K +$31K +561 New
LCM
841
Logan Capital Management
Pennsylvania
$28K +$28K +506 New
FWM
842
Focused Wealth Management
New York
$27K – – –
ME
843
McIlrath & Eck
Washington
$27K – – –
WT
844
Washington Trust
Rhode Island
$26K +$24.8K +450 +2,045%
ICM
845
Islay Capital Management
Texas
$22K – – –
PFA
846
Professional Financial Advisors
Nebraska
$21K +$20.8K +373 +12,433%
AF
847
Allworth Financial
California
$20K +$15.1K +271 +304%
GI
848
Gradient Investments
Minnesota
$19K -$7.35K -135 -28%
BWM
849
BerganKDV Wealth Management
Minnesota
$17K – – –
CA
850
Clearstead Advisors
Ohio
$16K -$168K -3,000 -91%
32 33
34
35 36