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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 %
BAM
951
Barrett Asset Management
New York
– -$3.91M -71,537 Closed
BHWM
952
Bay Harbor Wealth Management
Maryland
– -$3.76M -68,867 Closed
SAM
953
Silvercrest Asset Management
New York
– -$3.45M -63,060 Closed
LBC
954
Lowe Brockenbrough & Co
Virginia
– -$2.88M -52,746 Closed
CWMU
955
Caliber Wealth Management (Utah)
Utah
– -$2.58M -47,485 Closed
CRI
956
Colonial River Investments
Virginia
– -$2.58M -47,485 Closed
SWA
957
Sax Wealth Advisors
New Jersey
– -$2.3M -42,104 Closed
SBH
958
Segall Bryant & Hamill
Illinois
– -$2.09M -38,170 Closed
SP
959
Sarasin & Partners
United Kingdom
– -$1.9M -34,742 Closed
NI
960
NYL Investors
New York
– -$1.54M -28,094 Closed
I
961
INVST
Indiana
– -$1.53M -28,045 Closed
MCIA
962
Mountain Capital Investment Advisors
Colorado
– -$1.37M -25,115 Closed
FFS
963
Founders Financial Securities
Maryland
– -$1.33M -24,345 Closed
BCA
964
Biltmore Capital Advisors
New Jersey
– -$1.11M -20,278 Closed
MLM
965
Mount Lucas Management
Pennsylvania
– -$1.07M -19,563 Closed
BCM
966
BTR Capital Management
California
– -$1.07M -19,548 Closed
SLWA
967
San Luis Wealth Advisors
California
– -$844K -15,441 Closed
WA
968
Waverly Advisors
Alabama
– -$824K -15,224 Closed
VWM
969
Venturi Wealth Management
Texas
– -$826K -15,109 Closed
IA
970
IFG Advisory
Georgia
– -$794K -14,545 Closed
CFG
971
Cooper Financial Group
California
– -$729K -13,336 Closed
EFSCE
972
Enterprise Financial Services Corp (EFSC)
Missouri
– -$706K -12,928 Closed
SS
973
Simplicity Solutions
Minnesota
– -$675K -12,361 Closed
SXL
974
Summit X LLC
Missouri
– -$671K -12,247 Closed
RSWM
975
Robertson Stephens Wealth Management
California
– -$608K -11,140 Closed
37 38
39
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