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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 %
ETI
826
Enterprise Trust & Investment
California
$81K – – –
PB
827
Pinnacle Bancorp
Nebraska
$81K +$3.06K +56 +4%
CTB
828
Country Trust Bank
Illinois
$80K -$18.8M -341,425 -100%
CFO
829
CVA Family Office
Colorado
$80K -$110 -2 -0.1%
HWA
830
HHM Wealth Advisors
Tennessee
$77K +$1.53K +28 +2%
GI
831
Gradient Investments
Minnesota
$67K +$31.9K +583 +91%
KFAA
832
Klaas Financial Asset Advisors
Illinois
$66K – – –
BFO
833
Biltmore Family Office
North Carolina
$59K +$56.7K +1,034 +2,462%
CA
834
Clearstead Advisors
Ohio
$57K – – –
FA
835
Faithward Advisors
Pennsylvania
$57K – – –
IFA
836
Interactive Financial Advisors
Illinois
$56K +$1.31K +24 +2%
FGAM
837
Financial Gravity Asset Management
Texas
$55K -$305 -6 -0.6%
SBL
838
Sargent Bickham Lagudis
Colorado
$55K – – –
BWP
839
Baldwin Wealth Partners
Massachusetts
$51K – – –
SSB
840
Sandy Spring Bank
Maryland
$50K -$16.2K -301 -24%
BW
841
Bison Wealth
Georgia
$49K -$3.41K -62 -7%
JPLA
842
Joseph P. Lucia & Associates
New York
$49K – – –
SIAP
843
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K -$43.2K -797 -48%
IBOK
844
Independence Bank of Kentucky
Kentucky
$47K – – –
SC
845
Solstein Capital
California
$47K +$47K +866 New
EWM
846
EPG Wealth Management
Georgia
$46K +$46K +851 New
FEG
847
Financial Enhancement Group
Indiana
$44K – – –
IFAM
848
Institutional & Family Asset Management
Colorado
$43K +$165 +3 +0.4%
HWM
849
HighMark Wealth Management
Minnesota
$43K +$11.4K +210 +36%
NAM
850
Nationwide Asset Management
Ohio
$42.8K +$39.3K +720,000 +1,142%
32 33
34
35 36