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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 %
FA
426
Fermata Advisors
California
$1.36M -$36.1K -714 -3%
EGA
427
Eagle Global Advisors
Texas
$1.36M -$62.7K -1,240 -4%
Cerity Partners
428
Cerity Partners
New York
$1.35M +$11.5K +228 +0.9%
BP
429
Ballentine Partners
Massachusetts
$1.35M -$17K -337 -1%
FMN
430
Financial Management Network
California
$1.35M -$300K -5,912 -18%
SWM
431
Stockman Wealth Management
Montana
$1.33M – – –
CWM
432
Calamos Wealth Management
Illinois
$1.33M -$1.47M -29,111 -53%
RCG
433
Rock Creek Group
District of Columbia
$1.33M -$501K -9,909 -27%
GT
434
Glenview Trust
Kentucky
$1.32M -$333K -6,585 -20%
MIAN
435
Mariner Independent Advisor Network
Kansas
$1.29M -$332K -6,575 -20%
OPS
436
Orion Portfolio Solutions
Nebraska
$1.28M -$167K -3,295 -12%
HCP
437
Holt Capital Partners
Texas
$1.24M -$1.72M -33,986 -58%
CIA
438
Capital Investment Advisors
Georgia
$1.24M -$96.7K -1,914 -7%
HFA
439
High Falls Advisors
New York
$1.23M -$227K -4,498 -16%
WP
440
WMS Partners
Maryland
$1.23M – – –
AA
441
Alesco Advisors
New York
$1.23M +$16.7K +331 +1%
PHS
442
Pekin Hardy Strauss
Illinois
$1.22M – – –
EAM
443
Eagle Asset Management
Florida
$1.2M +$345K +6,822 +40%
SW
444
SkyOak Wealth
Michigan
$1.19M – – –
VAS
445
Vestmark Advisory Solutions
Massachusetts
$1.18M -$286K -5,653 -19%
PF
446
Phoenix Financial
Israel
$1.17M – – –
B
447
Bailard
California
$1.16M +$259K +5,112 +29%
SCA
448
Stonebridge Capital Advisors
Minnesota
$1.16M +$26.7K +528 +2%
FA
449
Fiducient Advisors
Illinois
$1.16M -$426K -8,421 -27%
AO
450
Advisor OS
Illinois
$1.15M – – –
16 17
18
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