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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 %
PCH
851
PGIM Custom Harvest
New Jersey
$40K – – –
AIM
852
Astor Investment Management
Illinois
$39K +$54 +1 +0.1%
MHR
853
Matthew Hamilton Rosenberg
$39K +$8.02K +146 +26%
RFA
854
Reilly Financial Advisors
California
$38K +$27.9K +516 +276%
BWL
855
Bogart Wealth LLC
Virginia
$36K -$42.4K -767 -54%
PP
856
Pacifica Partners
Canada
$33K – – –
JFA
857
JNBA Financial Advisors
Minnesota
$33K – – –
CHC
858
City Holding Co
West Virginia
$31K -$6.74K -125 -18%
MA
859
Montag & Associates
Georgia
$31K -$2.72K -50 -8%
CFD
860
Creative Financial Designs
Indiana
$31K +$55 +1 +0.2%
RVM
861
Robinson Value Management
Texas
$30K – – –
HDIM
862
Hanson & Doremus Investment Management
Vermont
$29K -$1.99K -36 -6%
SAM
863
S.A. Mason
Michigan
$29K – – –
ME
864
McIlrath & Eck
Washington
$27K – – –
FWM
865
Focused Wealth Management
New York
$27K – – –
SIS
866
Sound Income Strategies
Florida
$27K +$15.2K +282 +128%
CWC
867
Carolinas Wealth Consulting
North Carolina
$25K +$109 +2 +0.4%
EW
868
Evoke Wealth
California
$25K +$25K +460 New
ODG
869
O'Dell Group
Ohio
$24K +$24K +440 New
AWM
870
Accel Wealth Management
Iowa
$23K -$31.4K -581 -58%
ICM
871
Islay Capital Management
Texas
$22K – – –
PFA
872
Professional Financial Advisors
Nebraska
$21K +$55 +1 +0.3%
JAM
873
JCIC Asset Management
Ontario, Canada
$17K -$21.3K -400 -56%
BWM
874
BerganKDV Wealth Management
Minnesota
$17K – – –
LCM
875
Logan Capital Management
Pennsylvania
$17K +$55 +1 +0.3%
33 34
35
36 37