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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 %
SFS
201
Strategic Financial Services
New York
$8.25M +$8.25M +153,104 New
TIAM2
202
Tru Independence Asset Management 2
Oregon
$8.23M +$669K +12,417 +9%
SW
203
SVB Wealth
Massachusetts
$8.15M -$394K -7,321 -5%
CPIG
204
Chicago Partners Investment Group
Illinois
$8.14M +$633K +12,035 +8%
CA
205
Cetera Advisors
Colorado
$8.08M -$25.5M -472,602 -76%
Deutsche Bank
206
Deutsche Bank
Germany
$8.07M -$1.38M -25,591 -15%
IWC
207
Integrated Wealth Concepts
Massachusetts
$8.03M -$619K -11,481 -7%
PFM
208
Peak Financial Management
Massachusetts
$7.97M +$150K +2,781 +2%
AAM
209
Autus Asset Management
Arizona
$7.94M +$56K +1,039 +0.7%
FA
210
FDx Advisors
Illinois
$7.93M -$1.75M -32,528 -18%
BWM
211
Bulltick Wealth Management
Florida
$7.92M – – –
B
212
Bailard
California
$7.92M -$127K -2,357 -2%
CTC
213
Central Trust Company
Missouri
$7.88M -$233K -4,324 -3%
PCM
214
Pointe Capital Management
Michigan
$7.82M +$114K +2,110 +1%
PWPCM
215
Perella Weinberg Partners Capital Management
New York
$7.82M +$447K +8,289 +6%
HIF
216
Hill Island Financial
Michigan
$7.81M +$7.81M +144,935 New
BHWM
217
Bar Harbor Wealth Management
New Hampshire
$7.69M +$3.08M +57,130 +67%
OC
218
Oppenheimer & Co
New York
$7.64M -$550K -10,217 -7%
Northern Trust
219
Northern Trust
Illinois
$7.59M -$139K -258,427 -2%
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$7.35M +$516K +9,570 +8%
LOPW
221
Live Oak Private Wealth
North Carolina
$7.26M +$462K +8,572 +7%
SIA
222
SeaBridge Investment Advisors
New Jersey
$7.18M +$217K +4,031 +3%
CAN
223
Cetera Advisor Networks
California
$7.17M +$2.01M +37,271 +39%
ODIJL
224
One Day In July LLC
Vermont
$7.15M +$1.3M +24,208 +22%
JFA
225
Johanson Financial Advisors
California
$7.03M -$414K -7,693 -6%
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