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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

898 hedge funds and large institutions have $15.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 431 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-25
Holders Change %
-2.71%
% of All Funds
15.18%
Holding in Top 10
110
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.79%
% of All Funds
1.86%
New
86
Increased
240
Reduced
431
Closed
94
Calls
$253K
Puts
$354K
Net Calls
-$101K
Net Calls Change
-$101K

Top Buyers

1
JHU
Johns Hopkins University
Maryland
$530M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
3
BlackRock
BlackRock
New York
$469M
4
PFO
Pathstone Family Office
New Jersey
$99.7M
5
NYLIM
New York Life Investment Management
New York
$65.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.08B
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$112M
3
EVM
Eaton Vance Management
Massachusetts
$1.07M
4
Ameriprise
Ameriprise
Minnesota
$198M
5
Morgan Stanley
Morgan Stanley
New York
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$5.67M +$1M +19,855 +22%
WWM
227
WJ Wealth Management
Arizona
$5.62M +$5.62M +111,228 New
GDP
228
Great Diamond Partners
Maine
$5.6M +$3.41M +67,512 +156%
WBG
229
Wharton Business Group
Pennsylvania
$5.59M +$464K +9,170 +9%
TPCW
230
TD Private Client Wealth
New York
$5.54M +$1.35M +26,637 +32%
CTA
231
Chesley Taft & Associates
Illinois
$5.54M -$97.8K -1,935 -2%
RWG
232
Regal Wealth Group
California
$5.53M -$191K -3,787 -3%
MM
233
Main Management
California
$5.5M – – –
NA
234
NewEdge Advisors
Louisiana
$5.5M -$613K -12,126 -10%
PRS
235
Pinkerton Retirement Specialists
Idaho
$5.45M -$359K -7,099 -6%
AC
236
Abbrea Capital
California
$5.41M -$550K -10,884 -9%
GL
237
Graypoint LLC
New York
$5.25M -$131K -2,590 -2%
PA
238
Probity Advisors
Texas
$5.21M -$655K -12,954 -11%
AWM
239
Aries Wealth Management
Maine
$5.2M +$4.39M +86,896 +547%
SSWM
240
Smith Salley Wealth Management
North Carolina
$5.19M -$116K -2,286 -2%
Creative Planning
241
Creative Planning
Kansas
$5.12M -$1.48M -29,271 -22%
CS
242
Comerica Securities
Michigan
$5.08M -$929K -18,374 -15%
BSA
243
Bull Street Advisors
Georgia
$5.07M +$145K +2,875 +3%
CAN
244
Cetera Advisor Networks
California
$5.05M +$893K +17,673 +21%
MIA
245
MMBG Investment Advisors
Florida
$5.03M – – –
FCM
246
Fortis Capital Management
Washington
$4.99M -$2.17M -43,008 -30%
Renaissance Technologies
247
Renaissance Technologies
New York
$4.96M +$4.96M +98,090 New
MAM
248
Meeder Asset Management
Ohio
$4.91M +$3.22M +63,674 +190%
B
249
Bellecapital
Switzerland
$4.89M -$565K -11,184 -10%
ANTB
250
AMG National Trust Bank
Colorado
$4.88M -$119K -2,325 -2%
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