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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 %
CSPIA
1001
Cary Street Partners Investment Advisory
Virginia
– -$229K -4,195 Closed
FS
1002
Ferguson Shapiro
Georgia
– -$214K -3,911 Closed
FVWA
1003
Foster Victor Wealth Advisors
South Carolina
– -$213K -3,901 Closed
BFIM
1004
Beese Fulmer Investment Management
Ohio
– -$200K -3,664 Closed
MIFH
1005
Migdal Insurance & Financial Holdings
Israel
– -$138K -2,523 Closed
AA
1006
AlphaCentric Advisors
Puerto Rico
– -$99K -1,818 Closed
JCM
1007
Jacobi Capital Management
Pennsylvania
– -$90K -1,639 Closed
BFO
1008
Biltmore Family Office
North Carolina
– -$59K -1,076 Closed
JPLA
1009
Joseph P. Lucia & Associates
New York
– -$49K -905 Closed
EW
1010
Evoke Wealth
California
– -$25K -460 Closed
CWC
1011
Carolinas Wealth Consulting
North Carolina
– -$25K -458 Closed
Barclays
1012
Barclays
United Kingdom
– -$17K -309 Closed
LCM
1013
Logan Capital Management
Pennsylvania
– -$17K -308 Closed
FCM
1014
Firestone Capital Management
Florida
– -$16K -296 Closed
AC
1015
AlphaCore Capital
California
– -$15K -272 Closed
LDFR
1016
Lehman & Derafelo Financial Resources
Pennsylvania
– -$10K -188 Closed
PMFA
1017
Plante Moran Financial Advisors
Michigan
– -$5K -96 Closed
CFA
1018
Cahill Financial Advisors
Minnesota
– -$3K -50 Closed
WT
1019
Washington Trust
Rhode Island
– -$1K -22 Closed
GKWIM
1020
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 Closed
37 38 39 40
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