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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
$427M
4
SLF
Sun Life Financial
Ontario, Canada
$89.9M
5
Goldman Sachs
Goldman Sachs
New York
$470M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$526M
2
B
Barings
North Carolina
$9.53M
3
LPL Financial
LPL Financial
California
$190M
4
Morgan Stanley
Morgan Stanley
New York
$629M
5
Ameriprise
Ameriprise
Minnesota
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
926
Savior LLC
Massachusetts
$8K +$7.57K +139 +1,738%
FMP
927
Financial Management Professionals
Texas
$7K +$7K +137 New
FMII
928
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +104 New
WA
929
Win Advisors
Florida
$5K +$5K +91 New
CP
930
Castleview Partners
Texas
$4.64K +$4.64K +250,218 New
CAL
931
Capital Advisors Ltd
Ohio
$4K – – –
GWS
932
Glassman Wealth Services
Virginia
$4K – – –
ACA
933
Aptus Capital Advisors
Alabama
$4K +$4K +66 New
WB
934
Webster Bank
Connecticut
$3K -$353 -6 -11%
EW
935
Element Wealth
Mississippi
$3K – – –
IF
936
Integrity Financial
Wyoming
$3K +$3K +50 New
ADL
937
Asset Dedication LLC
California
$3K +$3K +57 New
LWM
938
Liberty Wealth Management
California
$2.54K -$3.19M -58,362 Closed
SFM
939
Signet Financial Management
New Jersey
$2K +$2K +32 New
TAIM
940
TD Ameritrade Investment Management
Nebraska
$1K – – –
WIM
941
Westside Investment Management
California
$21 – – –
FI
942
Fosun International
China
– -$50.8M -928,972 Closed
DCM
943
Davidson Capital Management
Texas
– -$35.7M -653,342 Closed
HI
944
Horizon Investments
North Carolina
– -$23.2M -425,436 Closed
MCAI
945
Members Capital Advisors Inc
Wisconsin
– -$18M -329,670 Closed
CS
946
Credit Suisse
Switzerland
– -$12.6M -230,803 Closed
NL
947
NEPC LLC
Massachusetts
– -$11.1M -203,078 Closed
SHIM
948
Stone House Investment Management
Pennsylvania
– -$6.92M -126,208 Closed
FPGK
949
Financial Partners Group (Kansas)
Kansas
– -$6.89M -126,160 Closed
SSWM
950
Smith Salley Wealth Management
North Carolina
– -$5.83M -106,629 Closed
36 37
38
39 40