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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 %
OC
826
Oakworth Capital
Alabama
$162K +$17.4K +322 +12%
CTB
827
Country Trust Bank
Illinois
$153K +$74.4K +1,376 +95%
CB
828
CNB Bank
Pennsylvania
$151K -$20.5K -380 -12%
AP
829
Atwood & Palmer
Missouri
$148K – – –
TAM
830
Tucker Asset Management
Colorado
$147K – – –
AWM
831
Aspire Wealth Management
Massachusetts
$137K +$137K +2,540 New
SC
832
Sierra Capital
Florida
$130K – – –
KFS
833
Kelly Financial Services
Massachusetts
$126K -$463K -8,595 -79%
AIM
834
Acropolis Investment Management
Missouri
$123K – – –
PFGIA
835
Patriot Financial Group Insurance Agency
Massachusetts
$118K – – –
TFGT
836
TS Financial Group (TSFG)
Illinois
$116K – – –
CIAS
837
Capital Investment Advisory Services
North Carolina
$116K +$10.9K +202 +10%
EWM
838
EPG Wealth Management
Georgia
$116K +$70.3K +1,311 +154%
CPW
839
Crestmont Private Wealth
Texas
$116K +$116K +2,159 New
LWP
840
Lumature Wealth Partners
Georgia
$114K -$28.9K -538 -20%
MIM
841
MTM Investment Management
South Carolina
$113K – – –
SAM
842
Strategic Asset Management
Minnesota
$111K -$80K -1,487 -42%
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$105K – – –
RA
844
Rise Advisors
New York
$102K +$102K +1,900 New
CB
845
Community Bank
New York
$102K -$23K -428 -18%
TFO
846
Tarbox Family Office
California
$100K – – –
BA
847
Bellwether Advisors
Nebraska
$97K -$830K -15,462 -90%
PWMG
848
Prestige Wealth Management Group
New Jersey
$94K – – –
NFSG
849
Newbridge Financial Services Group
Florida
$94K +$5.55K +103 +6%
CSWM
850
Cassady Schiller Wealth Management
Ohio
$92K +$92K +1,700 New
32 33
34
35 36