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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.

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 %
LFS
101
Lutz Financial Services
Nebraska
$21.3M +$196K +3,634 +0.9%
Lazard Asset Management
102
Lazard Asset Management
New York
$21.1M -$22.2M – –
KAS
103
Kestra Advisory Services
Texas
$20.9M +$6.78M +125,801 +48%
CI
104
Conning Inc
Connecticut
$20.6M – – –
DCM
105
Dimension Capital Management
Florida
$20.6M +$1.27M +23,502 +7%
DCM
106
Disciplina Capital Management
Tennessee
$20.4M -$7.08M -131,446 -26%
BCA
107
Bray Capital Advisors
Florida
$20.3M +$11M +203,355 +117%
AFS
108
Amtrust Financial Services
New York
$19.8M – – –
SRC
109
Shufro Rose & Co
New York
$19.6M -$22.5K -417 -0.1%
FSWA
110
Financial Synergies Wealth Advisors
Texas
$19.6M -$7.54M -139,894 -28%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$19.6M -$21.5M -399,352 -52%
ET
112
Equitable Trust
Tennessee
$18.8M -$16.5M -306,403 -47%
UB
113
UMB Bank
Missouri
$18.6M +$708K +13,147 +4%
EWM
114
Endurance Wealth Management
Rhode Island
$18.6M -$1.77M -32,828 -9%
AWM
115
AE Wealth Management
Kansas
$18.3M -$1.14M -21,184 -6%
BCWM
116
Bartlett & Co Wealth Management
Ohio
$17.6M +$700K +12,991 +4%
BC
117
Bartlett & Co
Ohio
$17.6M +$700K +12,991 +4%
AC
118
Alley Company
Illinois
$17.4M +$1.21M +22,496 +7%
HWM
119
Hohimer Wealth Management
Washington
$17.2M -$5.71M -106,015 -25%
RJT
120
Raymond James Trust
Florida
$17.1M -$437K -8,106 -2%
DIP
121
DT Investment Partners
Pennsylvania
$16.9M +$456K +8,468 +3%
BRWA
122
B. Riley Wealth Advisors
Florida
$16.8M -$2.85M -52,869 -14%
Nomura Asset Management
123
Nomura Asset Management
Japan
$16.5M – – –
PCIA
124
Prime Capital Investment Advisors
Kansas
$16.4M +$910K +16,880 +6%
SWP
125
Summit Wealth Partners
Florida
$16.3M +$2.18M +40,540 +15%
3 4
5
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