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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 %
IBOK
876
Independence Bank of Kentucky
Kentucky
$47K – – –
SC
877
Solstein Capital
California
$47K – – –
SIAP
878
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K +$323 +6 +0.7%
MCA
879
Maryland Capital Advisors
Maryland
$46K +$46K +850 New
FEG
880
Financial Enhancement Group
Indiana
$43K – – –
IFAM
881
Institutional & Family Asset Management
Colorado
$43K +$272 +5 +0.6%
HNWA
882
Henrickson Nauta Wealth Advisors
Michigan
$43K +$43K +804 New
MHR
883
Matthew Hamilton Rosenberg
$38K +$213 +4 +0.6%
PP
884
Pacifica Partners
Canada
$37K +$5.01K +94 +16%
BWL
885
Bogart Wealth LLC
Virginia
$35K – – –
JFA
886
JNBA Financial Advisors
Minnesota
$33K – – –
MA
887
Montag & Associates
Georgia
$31K – – –
CFD
888
Creative Financial Designs
Indiana
$31K +$163 +3 +0.5%
RVM
889
Robinson Value Management
Texas
$30K – – –
SAM
890
S.A. Mason
Michigan
$29K – – –
HDIM
891
Hanson & Doremus Investment Management
Vermont
$27K -$1.02K -19 -4%
SIS
892
Sound Income Strategies
Florida
$27K – – –
FWM
893
Focused Wealth Management
New York
$26K – – –
ME
894
McIlrath & Eck
Washington
$26K – – –
ODG
895
O'Dell Group
Ohio
$24K – – –
CWP
896
Concord Wealth Partners
Virginia
$24K +$24K +440 New
ICM
897
Islay Capital Management
Texas
$22K – – –
CWS
898
Confluence Wealth Services
Pennsylvania
$22K +$22K +417 New
PAIM
899
Punch & Associates Investment Management
Minnesota
$21K +$21K +381 New
GI
900
Gradient Investments
Minnesota
$20K -$45K -848 -69%
34 35
36
37 38