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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

892 hedge funds and large institutions have $18.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 414 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
15.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.92%
New
80
Increased
414
Reduced
262
Closed
67
Calls
$541K
Puts
–
Net Calls
+$541K
Net Calls Change
+$1.32M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.78B
2
Goldman Sachs
2
Goldman Sachs
New York
$377M
3
Charles Schwab
3
Charles Schwab
California
$576M
4
AC
4
Allstate Corporation
Illinois
$393M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.08B

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$13.1M
2
HCC
2
Hirtle Callaghan & Co
Pennsylvania
$144M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$0
4
BlackRock
4
BlackRock
New York
$1,000M
5
SS
5
Simplicity Solutions
Minnesota
$691K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
101
Hilton Capital Management
New York
$21.8M -$29.5M -539,592 -58%
PFA
102
Pure Financial Advisors
California
$21.6M +$8.68M +158,654 +67%
LFS
103
Lutz Financial Services
Nebraska
$21.1M -$261K -4,778 -1%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$21M +$1.09M +19,985 +5%
EWM
105
Endurance Wealth Management
Rhode Island
$20.4M -$491K -8,973 -2%
AFS
106
Amtrust Financial Services
New York
$20.1M – – –
Citigroup
107
Citigroup
New York
$19.8M +$5.23M +95,565 +36%
BIAS
108
Beacon Investment Advisory Services
New Jersey
$18.4M +$672K +12,297 +4%
CTB
109
Country Trust Bank
Illinois
$18.1M -$21M -383,918 -54%
DCM
110
Dimension Capital Management
Florida
$17.6M +$686K +12,557 +4%
CCG
111
Cypress Capital Group
Florida
$17.6M -$637K -11,645 -3%
CS
112
Comerica Securities
Michigan
$17.4M +$4.19M +76,699 +32%
AIM
113
Astor Investment Management
Illinois
$17.4M -$828K -15,139 -5%
AW
114
ACG Wealth
Georgia
$17.3M +$115K +2,103 +0.7%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$16.9M +$800K +14,630 +5%
UB
116
UMB Bank
Missouri
$16.8M +$1.08M +19,823 +7%
PCIA
117
Prime Capital Investment Advisors
Kansas
$16.5M +$3.67M +67,088 +29%
ST
118
Sabal Trust
Florida
$16.3M +$2.01M +36,844 +14%
CCA
119
Catalyst Capital Advisors
New York
$16.1M +$2.64M +48,360 +20%
DIP
120
DT Investment Partners
Pennsylvania
$16.1M +$412K +7,533 +3%
TSA
121
Tri-Star Advisors
Texas
$16M +$3.68M +67,265 +30%
GGS
122
Galvin Gaustad & Stein
Arizona
$15.5M +$156K +2,852 +1%
WF
123
Welch & Forbes
Massachusetts
$15.5M +$1.43M +26,214 +10%
CTC
124
Central Trust Company
Missouri
$15.4M -$2.14M -39,086 -12%
AC
125
Alley Company
Illinois
$15.4M +$642K +11,735 +4%
3 4
5
6 7