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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 %
TWM
851
Tradition Wealth Management
Minnesota
$91K -$1.99M -36,776 -96%
LWANC
852
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K +$595 +11 +0.7%
FFA
853
Founders Financial Alliance
North Carolina
$85K -$85K -1,581 -50%
WFA
854
WestHill Financial Advisors
California
$82K – – –
FAG
855
Fortitude Advisory Group
Washington
$81K +$81K +1,512 New
PB
856
Pinnacle Bancorp
Nebraska
$80K -$162 -3 -0.2%
ETI
857
Enterprise Trust & Investment
California
$80K – – –
HWA
858
HHM Wealth Advisors
Tennessee
$80K +$4.46K +83 +6%
CFO
859
CVA Family Office
Colorado
$78K +$161 +3 +0.2%
APC
860
Aspire Private Capital
North Carolina
$66K -$845K -15,574 -93%
KFAA
861
Klaas Financial Asset Advisors
Illinois
$65K – – –
SSB
862
Sandy Spring Bank
Maryland
$63K +$13.4K +252 +27%
ZIG
863
Zullo Investment Group
Pennsylvania
$63K +$63K +1,174 New
CHC
864
City Holding Co
West Virginia
$60K +$29.6K +560 +97%
FGAM
865
Financial Gravity Asset Management
Texas
$57.4K +$17.7K +483 +45%
CA
866
Clearstead Advisors
Ohio
$56K – – –
IFA
867
Interactive Financial Advisors
Illinois
$55K -$323 -6 -0.6%
FA
868
Faithward Advisors
Pennsylvania
$55K – – –
AWM
869
Accel Wealth Management
Iowa
$55K +$31.9K +587 +138%
SBL
870
Sargent Bickham Lagudis
Colorado
$54K – – –
AWA
871
Amplius Wealth Advisors
Pennsylvania
$53K +$53K +1,000 New
BWP
872
Baldwin Wealth Partners
Massachusetts
$50K – – –
HWM
873
HighMark Wealth Management
Minnesota
$50K +$7.44K +138 +17%
TIM
874
Tevis Investment Management
Texas
$50K +$50K +921 New
WPA
875
West Paces Advisors
Georgia
$47.3K -$44.8K -832 -49%
33 34
35
36 37