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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 %
BCI
401
Brinker Capital Investments
Pennsylvania
$1.56M -$5M -98,929 -76%
CGFA
402
Colton Groome Financial Advisors
North Carolina
$1.54M -$280K -5,534 -15%
BB
403
Bell Bank
North Dakota
$1.54M +$1.54M +30,471 New
WHC
404
Wulff, Hansen & Co
California
$1.53M +$48.3K +955 +3%
OIA
405
OneDigital Investment Advisors
Kansas
$1.52M +$101K +1,990 +7%
FPS
406
Fieldpoint Private Securities
Connecticut
$1.52M – – –
MNBTD
407
Moody National Bank Trust Division
Texas
$1.52M +$1.52M +29,970 New
PFS
408
Prospera Financial Services
Texas
$1.51M -$187K -3,706 -11%
NL
409
NWAM LLC
Washington
$1.49M +$562K +11,095 +60%
BS
410
Boenning & Scattergood
Pennsylvania
$1.48M -$60.7K -1,200 -4%
BWP
411
Bernardo Wealth Planning
Pennsylvania
$1.47M -$111K -2,206 -7%
PGAM
412
Princeton Global Asset Management
New Jersey
$1.47M -$99.7K -1,973 -6%
EA
413
Emerald Advisors
Washington
$1.46M -$386K -7,627 -21%
BRWA
414
B. Riley Wealth Advisors
Florida
$1.46M -$11.3M -223,013 -89%
NGA
415
Naples Global Advisors
Florida
$1.45M -$139K -2,756 -9%
SBH
416
Segall Bryant & Hamill
Illinois
$1.44M -$611K -12,055 -30%
MHS
417
M Holdings Securities
Oregon
$1.44M -$194K -3,843 -12%
ADBIC
418
A.D. Beadell Investment Counsel
Wisconsin
$1.43M -$92.2K -1,825 -6%
FIBT
419
First International Bank & Trust
North Dakota
$1.43M +$31.8K +629 +2%
FCA
420
FinTrust Capital Advisors
South Carolina
$1.4M -$117K -2,289 -8%
BCM
421
Boltwood Capital Management
California
$1.39M +$885K +17,500 +176%
IAA
422
Ironsides Asset Advisors
North Carolina
$1.38M +$354K +6,999 +34%
LPIC
423
LeJeune Puetz Investment Counsel
Michigan
$1.38M -$9.91K -196 -0.7%
IIC
424
Integrated Investment Consultants
Michigan
$1.37M +$410K +8,119 +43%
OIA
425
Optimum Investment Advisors
Illinois
$1.36M +$75.8K +1,500 +6%
15 16
17
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