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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 %
VIA
251
Vickerman Investment Advisors
Washington
$4.86M -$3.69M -73,023 -43%
CCT
252
Capital City Trust
Florida
$4.85M -$211K -4,180 -4%
AF
253
Arrow Financial
New York
$4.74M -$1.34M -26,503 -22%
AF
254
Allworth Financial
California
$4.7M -$2.04M -40,299 -30%
HWAM
255
Hennion & Walsh Asset Management
New Jersey
$4.62M +$240K +4,743 +5%
WCM
256
Wunderlich Capital Managemnt
Tennessee
$4.6M -$35.6K -705 -0.8%
WA
257
Wealthstar Advisors
Texas
$4.59M -$239K -4,712 -5%
MCP
258
Martin Capital Partners
Oregon
$4.57M -$35.7K -706 -0.8%
PIMG
259
Patriot Investment Management Group
Tennessee
$4.57M +$3.63M +71,792 +387%
BF
260
BOK Financial
Oklahoma
$4.56M -$94.6K -1,872 -2%
SWP
261
Stratos Wealth Partners
Ohio
$4.53M +$1.75M +34,669 +63%
CIBC World Market
262
CIBC World Market
Ontario, Canada
$4.49M +$933K +18,465 +26%
SPA
263
Shore Point Advisors
New Jersey
$4.46M +$177K +3,500 +4%
4WM
264
4J Wealth Management
Virginia
$4.42M -$265K -5,238 -6%
DWM
265
Dakota Wealth Management
Florida
$4.41M +$655K +12,948 +17%
FNBOSM
266
First National Bank of South Miami
Florida
$4.4M -$116K -2,303 -3%
GWM
267
Grand Wealth Management
Michigan
$4.37M +$2.92M +57,794 +201%
CL
268
CPWM LLC
Washington
$4.33M -$3.35M -66,273 -44%
DHFB
269
Dixon Hubard Feinour & Brown
Virginia
$4.31M -$634K -12,548 -13%
HWM
270
Hohimer Wealth Management
Washington
$4.27M -$11.6M -230,421 -73%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$4.16M +$4.16M +82,235 New
CTC
272
Central Trust Company
Missouri
$4.14M -$3.3M -65,296 -44%
RA
273
RFG Advisory
Alabama
$4.13M +$3.39M +66,624 +455%
AAM
274
Autus Asset Management
Arizona
$4.1M -$49.8K -985 -1%
AIM
275
Astor Investment Management
Illinois
$4.1M +$2.15M +42,439 +110%
9 10
11
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