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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 %
GRP
976
Global Retirement Partners
California
– -$597K -10,918 Closed
TFA
977
Tranquilli Financial Advisor
New Jersey
– -$588K -10,763 Closed
CIAS
978
CFS Investment Advisory Services
New Jersey
– -$574K -10,502 Closed
AIG
979
American International Group
New York
– -$546K -10,000 Closed
TWM
980
Trinity Wealth Management
Pennsylvania
– -$495K -9,051 Closed
HIP
981
Harrell Investment Partners
Texas
– -$483K -8,837 Closed
SIM
982
Stratos Investment Management
Ohio
– -$470K -8,600 Closed
FHC
983
First Heartland Consultants
Missouri
– -$463K -8,475 Closed
HIM
984
Hanlon Investment Management
New Jersey
– -$432K -7,906 Closed
LA
985
Latitude Advisors
Florida
– -$410K -7,504 Closed
IWS
986
Insight Wealth Strategies
California
– -$410K -7,503 Closed
Principal Financial Group
987
Principal Financial Group
Iowa
– -$405K -7,414 Closed
WCF
988
West Coast Financial
California
– -$387K -7,074 Closed
HCM
989
Hengehold Capital Management
Ohio
– -$373K -6,824 Closed
KCA
990
Karn Couzens & Associates
Connecticut
– -$369K -6,756 Closed
PP
991
Palladium Partners
Virginia
– -$322K -5,887 Closed
BFA
992
Beacon Financial Advisory
Ohio
– -$306K -5,597 Closed
WA
993
Wealth Alliance
New York
– -$305K -5,585 Closed
FFN
994
Focus Financial Network
Minnesota
– -$297K -5,440 Closed
NHC
995
Nicholas Hoffman & Company
Georgia
– -$275K -5,041 Closed
WA
996
Wealth Architects
California
– -$269K -4,926 Closed
RIG
997
Roosevelt Investment Group
New York
– -$263K -4,813 Closed
NEWAS
998
N.E.W. Advisory Services
Wisconsin
– -$261K -4,776 Closed
SWM
999
Shakespeare Wealth Management
Wisconsin
– -$243K -4,443 Closed
MA
1000
MONECO Advisors
Connecticut
– -$236K -4,317 Closed
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