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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
876
Fortis Advisors
Pennsylvania
$5K +$5K +83 New
CB
877
CNB Bank
Pennsylvania
$4K -$986 -18 -20%
SSC
878
Syverson Strege & Co
Iowa
$4K -$474 -9 -11%
CAL
879
Capital Advisors Ltd
Ohio
$4K – – –
SSW
880
Smith Shellnut Wilson
Mississippi
$4K – – –
GWS
881
Glassman Wealth Services
Virginia
$4K +$4K +65 New
TRCT
882
Tower Research Capital (TRC)
New York
$4K +$4K +68 New
WAS
883
Wealth Advisory Solutions
Indiana
$3K -$2.65K -50,616 -47%
LFG
884
Larson Financial Group
Missouri
$3K – – –
EW
885
Element Wealth
Mississippi
$3K – – –
NIC
886
Northwest Investment Counselors
Oregon
$3K +$3K +55 New
MA
887
MBA Advisors
Pennsylvania
$2.02K +$2.02K +36,918 New
BFO
888
Biltmore Family Office
North Carolina
$2K -$14.3K -300 -88%
LGWM
889
Litman Gregory Wealth Management
California
$2K – – –
NFSG
890
Newbridge Financial Services Group
Florida
$2K +$1.56K +35 +350%
TAIM
891
TD Ameritrade Investment Management
Nebraska
$1K – – –
MIH
892
Meitav Investment House
Israel
$495 +$86 +1,571 +21%
SWM
893
Sugarloaf Wealth Management
Georgia
$66 +$66 +33,457 New
WIM
894
Westside Investment Management
California
$21 – – –
Verition Fund Management
895
Verition Fund Management
Connecticut
– -$51.6M -935,041 Closed
FI
896
Fosun International
China
– -$51.3K -928,972 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
897
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$27.6M -500,000 Closed
FI
898
FormulaFolio Investments
Michigan
– -$11.9M -215,309 Closed
Ensign Peak Advisors
899
Ensign Peak Advisors
Utah
– -$10.5M -191,000 Closed
Natixis Advisors
900
Natixis Advisors
Massachusetts
– -$8.9M -161,288 Closed
34 35
36
37 38