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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 %
PFG
151
PAX Financial Group
Texas
$12M +$2.36M +43,175 +25%
SFG
152
StrategIQ Financial Group
Indiana
$11.9M +$474K +8,669 +4%
HWM
153
Hohimer Wealth Management
Washington
$11.8M +$11M +202,041 +1,528%
COCM
154
Charter Oak Capital Management
New Hampshire
$11.8M +$2.03M +37,164 +21%
NEPWA
155
New England Private Wealth Advisors
Massachusetts
$11.7M +$3.04M +55,528 +35%
Creative Planning
156
Creative Planning
Kansas
$11.7M -$4.77M -87,144 -29%
DAM
157
Delta Asset Management
Tennessee
$11.7M +$198K +3,616 +2%
WT
158
Whittier Trust
California
$11.5M +$386K +7,053 +3%
SAM
159
SP Asset Management
California
$11.4M +$437K +7,978 +4%
SCA
160
Stillwater Capital Advisors
Pennsylvania
$11.2M +$4.44M +81,166 +65%
Prudential Financial
161
Prudential Financial
New Jersey
$11.2M +$1.48M +27,083 +15%
CISOA
162
Capital Investment Services of America
Wisconsin
$11M -$32.8K -600 -0.3%
FA
163
FDx Advisors
Illinois
$10.6M +$3.21M +58,720 +43%
AIMU
164
Allianz Investment Management US
Minnesota
$10.6M -$465K -8,500 -4%
OAM
165
Oppenheimer Asset Management
New York
$10.6M +$498K +9,106 +5%
CIP
166
Capital Insight Partners
Arizona
$10.4M +$4.43M +81,062 +75%
Mitsubishi UFJ Trust & Banking
167
Mitsubishi UFJ Trust & Banking
Japan
$10.3M – – –
KL
168
KWMG LLC
Kansas
$10.2M -$1.71M -31,320 -14%
IAN
169
Integrated Advisors Network
Texas
$10.2M +$4.02M +73,520 +65%
APA
170
American Portfolios Advisors
New York
$10.2M +$511K +9,346 +5%
NFA
171
Nationwide Fund Advisors
Ohio
$10.2M – – –
SPIA
172
Steward Partners Investment Advisory
New York
$10.1M +$3.19M +58,269 +46%
IDBONY
173
Israel Discount Bank of New York
New York
$10.1M -$1.56M -28,560 -13%
DP
174
DDD Partners
Washington
$10M +$857K +15,678 +9%
CS
175
Credit Suisse
Switzerland
$10M +$8.21M +150,222 +458%
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7
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