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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
–
Net Calls
+$603K
Net Calls Change
+$62K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.17B
2
B
Barings
North Carolina
$410M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
4
Jane Street
Jane Street
New York
$184M
5
AC
Allstate Corporation
Illinois
$462M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$242K
2
NAM
Nationwide Asset Management
Ohio
$33M
3
FRBONY
Federal Reserve Bank of New York
New York
$506M
4
BlackRock
BlackRock
New York
$839M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$14.4M +$8.38M +152,836 +138%
WW
152
Westshore Wealth
California
$13.6M -$297K -5,419 -2%
EWA
153
EP Wealth Advisors
California
$13.6M +$511K +9,325 +4%
SWP
154
Summit Wealth Partners
Florida
$13.4M +$678K +12,363 +5%
WP
155
WealthShield Partners
North Carolina
$13.3M +$3.79M +69,122 +40%
PFG
156
PAX Financial Group
Texas
$13.1M +$1.16M +21,086 +10%
LWA
157
Lineweaver Wealth Advisors
Ohio
$12.9M +$7.21M +131,571 +126%
NAM
158
NTV Asset Management
West Virginia
$12.7M +$18K +329 +0.1%
PPW
159
Parcion Private Wealth
Washington
$12.7M +$428K +7,806 +3%
FFG
160
Fullen Financial Group
Ohio
$12.6M +$409K +7,471 +3%
DWM
161
Darwin Wealth Management
Florida
$12.6M +$3.37M +61,531 +37%
MWA
162
MFA Wealth Advisors
Pennsylvania
$12.5M +$12.5M +228,032 New
BFG
163
Beacon Financial Group
Texas
$12.1M -$507K -9,081 -4%
SFG
164
StrategIQ Financial Group
Indiana
$12.1M +$169K +3,075 +1%
APA
165
American Portfolios Advisors
New York
$12M +$1.81M +33,057 +18%
MGIA
166
Matthew Goff Investment Advisor
Texas
$12M -$1.2M -21,980 -9%
DAM
167
Delta Asset Management
Tennessee
$11.9M +$241K +4,397 +2%
GC
168
Gilbert & Cook
Iowa
$11.9M -$683K -12,465 -5%
CIP
169
Capital Insight Partners
Arizona
$11.8M +$1.41M +25,756 +14%
Deutsche Bank
170
Deutsche Bank
Germany
$11.6M +$1.63M +29,732 +16%
KCM
171
KLK Capital Management
California
$11.4M +$11.4M +207,080 New
VHAM
172
Van Hulzen Asset Management
California
$11.1M -$991K -18,079 -8%
NL
173
NEPC LLC
Massachusetts
$11.1M +$11.1M +203,078 New
AW
174
ACG Wealth
Georgia
$11.1M -$6.21M -113,275 -36%
WT
175
Whittier Trust
California
$11M -$521K -9,513 -5%
5 6
7
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