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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 %
DI
451
Disciplined Investments
Oklahoma
$1.14M -$9.2K -182 -0.8%
FCA
452
FLC Capital Advisors
California
$1.14M -$38.9K -770 -3%
CCFM
453
Clear Creek Financial Management
Washington
$1.14M +$1.14M +22,454 New
CWM
454
Cabot Wealth Management
Massachusetts
$1.13M +$166K +3,276 +17%
BIAS
455
Beacon Investment Advisory Services
New Jersey
$1.1M -$4.14M -81,978 -79%
SWM
456
SeaCrest Wealth Management
New York
$1.1M -$28.9K -571 -3%
ACA
457
Aptus Capital Advisors
Alabama
$1.1M +$1.1M +21,697 +723,233%
GM
458
GeoWealth Management
Illinois
$1.08M -$75.5K -1,494 -7%
GC
459
Gilbert & Cook
Iowa
$1.07M -$703K -13,916 -40%
EVM
460
Eaton Vance Management
Massachusetts
$1.07M -$92.6M -1,833,208 -99%
GWM
461
Geneos Wealth Management
Colorado
$1.06M +$8.02K +158 +0.8%
C1AG
462
Client 1st Advisory Group
Florida
$1.05M -$393K -7,775 -27%
CSIA
463
Charles Schwab Investment Advisory
California
$1.04M +$272K +5,383 +36%
HWM
464
Hemington Wealth Management
Virginia
$1.02M -$1.21M -23,861 -54%
DZ Bank
465
DZ Bank
Germany
$1.01M – – –
TAM
466
Tocqueville Asset Management
New York
$1M -$72.6K -1,436 -7%
FA
467
Flagstar Advisors
New York
$990K +$669K +13,249 +209%
FHA
468
First Horizon Advisors
Tennessee
$977K +$301K +5,959 +45%
OWA
469
Octavia Wealth Advisors
Ohio
$968K -$9.46K -187 -1%
SA
470
SL Advisors
New Jersey
$961K – – –
SP
471
Successful Portfolios
Florida
$959K -$97.9K -1,938 -9%
LB
472
Legacy Bridge
Iowa
$953K -$83.4K -1,650 -8%
FWP
473
FAS Wealth Partners
Kansas
$953K -$27.8K -550 -3%
SC
474
Saiph Capital
New Jersey
$951K +$951K +18,811 New
FUBT
475
First United Bank & Trust
Maryland
$949K +$180K +3,558 +23%
17 18
19
20 21