IGSB icon

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
+$260M
3
BlackRock
BlackRock
New York
+$218M
4
PFO
Pathstone Family Office
New Jersey
+$99.4M
5
NYLIM
New York Life Investment Management
New York
+$65.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$111M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$93.5M
3
EVM
Eaton Vance Management
Massachusetts
-$92.6M
4
Ameriprise
Ameriprise
Minnesota
-$91.4M
5
Morgan Stanley
Morgan Stanley
New York
-$89.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
326
Wilshire Advisors
California
$2.46M +$2.46M +48,641 New
BCV
327
Banque Cantonale Vaudoise
Switzerland
$2.46M – – –
LG
328
LaFleur & Godfrey
Michigan
$2.44M -$2.15M -42,471 -47%
GVAG
329
Great Valley Advisor Group
Delaware
$2.42M -$18.6K -367 -0.8%
HWMA
330
Heritage Wealth Management (Arizona)
Arizona
$2.4M -$9K -178 -0.4%
PCA
331
Providence Capital Advisors
North Carolina
$2.38M +$2.38M +47,055 New
AFAS
332
Acorn Financial Advisory Services
Virginia
$2.36M -$409K -8,080 -15%
TFP
333
Tilia Fiduciary Partners
North Carolina
$2.33M -$563K -11,135 -19%
IAG
334
Investment Advisory Group
Massachusetts
$2.31M -$52.9K -1,050 -2%
AP
335
Advisor Partners
California
$2.31M +$216K +4,270 +10%
PT
336
Plimoth Trust
Massachusetts
$2.29M -$3.9M -77,067 -63%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$2.28M +$37.4K +740 +2%
ECM
338
Evergreen Capital Management
Washington
$2.27M -$448K -8,857 -16%
RSVP
339
Ramsay Stattman Vela & Price
Colorado
$2.26M -$3.89M -77,060 -63%
JE
340
JMAC Enterprises
Pennsylvania
$2.25M -$17.4K -345 -0.8%
JWCA
341
J.W. Cole Advisors
Florida
$2.24M -$1.06M -21,046 -32%
NPP
342
New Potomac Partners
Maryland
$2.23M -$128K -2,535 -5%
TCWA
343
Ten Capital Wealth Advisors
Washington
$2.23M -$92.8K -1,835 -4%
BPA
344
Beacon Pointe Advisors
California
$2.22M -$412K -8,134 -16%
KCM
345
Kanawha Capital Management
Virginia
$2.21M -$267K -5,285 -11%
LBC
346
Lowe Brockenbrough & Co
Virginia
$2.21M -$164K -3,240 -7%
WP
347
WealthSource Partners
California
$2.18M +$98.8K +1,954 +5%
WB
348
WesBanco Bank
West Virginia
$2.16M +$2.16M +42,689 New
RG
349
Rathbones Group
United Kingdom
$2.15M -$85.5K -1,691 -4%
AWM
350
Avior Wealth Management
Nebraska
$2.14M +$556 +11 +0%
12 13
14
15 16