IGSB icon

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.

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
1
Hirtle Callaghan & Co
Pennsylvania
$217M
2
AssetMark Inc
2
AssetMark Inc
California
$182M
3
AC
3
Allstate Corporation
Illinois
$427M
4
SLF
4
Sun Life Financial
Ontario, Canada
$89.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$470M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$526M
2
B
2
Barings
North Carolina
$9.53M
3
LPL Financial
3
LPL Financial
California
$190M
4
Morgan Stanley
4
Morgan Stanley
New York
$629M
5
Ameriprise
5
Ameriprise
Minnesota
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$31.8M -$1.86M -34,570 -6%
FG
77
Fiduciary Group
Georgia
$30.3M -$487K -9,035 -2%
Point72 Asset Management
78
Point72 Asset Management
Connecticut
$30M – – –
VRM
79
Vectors Research Management
New York
$27.8M +$2.63M +48,731 +10%
HC
80
HNP Capital
New York
$27.6M +$2.58M +47,880 +10%
CIC
81
Cutler Investment Counsel
Oregon
$27.5M +$1.01M +18,668 +4%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$27M -$1.07M -19,778 -4%
CCA
83
Catalyst Capital Advisors
New York
$26.6M +$4.32M +80,090 +19%
PI
84
PFS Investments
Georgia
$26.4M -$15.8M -292,746 -37%
AFIMH
85
American Family Insurance Mutual Holding
Wisconsin
$26.2M +$26.2M +485,543 New
TH
86
TCTC Holdings
Texas
$26M -$487K -9,040 -2%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$25.2M +$4.11M +76,213 +19%
JIR
88
James Investment Research
Ohio
$24.4M -$1.76M -32,675 -7%
COCM
89
Charter Oak Capital Management
New Hampshire
$24.1M +$3.48M +64,645 +17%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$24M +$4.34M +80,587 +22%
AAIM
91
Asset Advisors Investment Management
Georgia
$23.9M -$957K -17,760 -4%
SFG
92
Sage Financial Group
Pennsylvania
$23.6M +$19.4M +360,015 +457%
ST
93
Sabal Trust
Florida
$23.5M +$3.82M +70,986 +19%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$23.2M +$2.19M +40,700 +10%
GG
95
Greenwood Gearhart
Arkansas
$22.4M +$839K +15,571 +4%
HCM
96
Hilton Capital Management
New York
$22.2M +$423K +7,859 +2%
RWM
97
Ritholtz Wealth Management
New York
$21.6M +$3.63M +67,346 +20%
NA
98
NewEdge Advisors
Louisiana
$21.6M -$692K -12,851 -3%
EWA
99
EP Wealth Advisors
California
$21.5M +$7.83M +145,273 +57%
SCA
100
Stillwater Capital Advisors
Pennsylvania
$21.4M +$325K +6,033 +2%
2 3
4
5 6