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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
$1.78B
2
Goldman Sachs
Goldman Sachs
New York
$377M
3
Charles Schwab
Charles Schwab
California
$576M
4
AC
Allstate Corporation
Illinois
$393M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.08B

Top Sellers

1
EWA
EP Wealth Advisors
California
$13.1M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$144M
3
Verition Fund Management
Verition Fund Management
Connecticut
$0
4
BlackRock
BlackRock
New York
$1,000M
5
SS
Simplicity Solutions
Minnesota
$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
901
Signature Wealth Management Partners
New Jersey
– -$7.86M -142,400 Closed
APW
902
Austin Private Wealth
Texas
– -$4.39M -79,618 Closed
SPAS
903
Spectrum Planning & Advisory Services
California
– -$3.93M -71,286 Closed
Renaissance Technologies
904
Renaissance Technologies
New York
– -$3.03M -54,825 Closed
OMC
905
Old Mission Capital
Illinois
– -$1.81M -32,757 Closed
RIA
906
Regal Investment Advisors
Michigan
– -$1.59M -28,777 Closed
OFA
907
Oak Family Advisors
Illinois
– -$1.59M -28,757 Closed
WWP
908
Waypoint Wealth Partners
California
– -$1.07M -19,332 Closed
GSIS
909
Global Strategic Investment Solutions
Arizona
– -$1.01M -18,324 Closed
Vontobel Holding
910
Vontobel Holding
Switzerland
– -$883K -16,000 Closed
LA
911
LexAurum Advisors
Kansas
– -$776K -14,058 Closed
CWM
912
Cornerstone Wealth Management
Missouri
– -$690K -12,515 Closed
BMM
913
Berkshire Money Management
Massachusetts
– -$690K -12,501 Closed
Citadel Advisors
914
Citadel Advisors
Florida
– -$668K -12,113 Closed
OFG
915
OTA Financial Group
New York
– -$658K -11,942 Closed
VWM
916
Vigilare Wealth Management
Arizona
– -$653K -11,830 Closed
ICM
917
Intrepid Capital Management
Florida
– -$562K -10,193 Closed
ET
918
Equitable Trust
Tennessee
– -$551K -9,995 Closed
PL
919
Plancorp LLC
Missouri
– -$518K -9,387 Closed
OWA
920
One Wealth Advisors
California
– -$494K -8,953 Closed
OFG
921
OmniStar Financial Group
North Carolina
– -$487K -8,826 Closed
MWM
922
Madison Wealth Management
Ohio
– -$463K -8,385 Closed
AllianceBernstein
923
AllianceBernstein
Tennessee
– -$441K -8,000 Closed
MFG
924
Menard Financial Group
Texas
– -$432K -7,825 Closed
PFA
925
Pinnacle Family Advisors
Missouri
– -$428K -7,762 Closed
35 36
37
38 39