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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
+$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 %
CCWA
376
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M -$162K -3,197 -8%
GPA
377
Guidance Point Advisors
Massachusetts
$1.79M +$145K +2,862 +9%
RPCA
378
Running Point Capital Advisors
California
$1.77M +$862K +17,059 +95%
WSTAM
379
Wilbanks Smith & Thomas Asset Management
Virginia
$1.77M -$187K -3,695 -10%
SWM
380
Spire Wealth Management
Virginia
$1.76M -$819K -16,211 -32%
FCMT
381
Founders Capital Management (Texas)
Texas
$1.74M -$68.6K -1,357 -4%
SHGA
382
Sand Hill Global Advisors
California
$1.74M +$1.74M +34,364 New
FNBT
383
FineMark National Bank & Trust
Florida
$1.73M -$592K -11,709 -25%
TCWM
384
Total Clarity Wealth Management
Illinois
$1.72M -$473K -9,364 -22%
KWM
385
Kingsview Wealth Management
Oregon
$1.71M +$7.23K +143 +0.4%
IDA
386
Intelligence Driven Advisers
California
$1.7M -$39.7K -784 -2%
OHWP
387
Oak Harbor Wealth Partners
North Carolina
$1.7M – – –
YIA
388
YHB Investment Advisors
Connecticut
$1.69M -$272K -5,384 -14%
AIFAIM
389
American Institute for Advanced Investment Management
Arizona
$1.68M +$80.7K +1,596 +5%
ISL
390
Ingalls & Snyder LLC
New York
$1.67M -$23.5K -465 -1%
KA
391
Kovack Advisors
Florida
$1.65M -$114K -2,245 -6%
PWA
392
Physician Wealth Advisors
Utah
$1.64M -$52.6K -1,029 -3%
LIM
393
Leavell Investment Management
Alabama
$1.63M -$25.3K -500 -2%
VFA
394
Voya Financial Advisors
Connecticut
$1.63M -$360K -7,128 -18%
MCC
395
Money Concepts Capital
Florida
$1.63M -$260K -5,115 -14%
SIA
396
Schechter Investment Advisors
Michigan
$1.62M +$202 +4 +0%
KP
397
Keel Point
Alabama
$1.61M +$671K +13,169 +71%
Bessemer Group
398
Bessemer Group
New Jersey
$1.6M -$50.6K -1,000 -3%
FWC
399
First Washington Corp
Washington
$1.59M – – –
SB
400
Sunflower Bank
Texas
$1.56M -$3.26M -64,470 -68%
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16
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