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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 %
SAM
476
Strategy Asset Managers
California
$947K -$2.45M -48,458 -72%
SPC
477
Sigma Planning Corp
Michigan
$942K -$580K -11,475 -38%
FLA
478
Financial Life Advisors
Texas
$942K +$31.6K +625 +3%
3F
479
360 Financial
Minnesota
$938K -$10.5K -207 -1%
DIA
480
Dana Investment Advisors
Wisconsin
$937K -$1.37K -27 -0.1%
CAL
481
Capital Analysts LLC
Pennsylvania
$936K +$65.7K +1,300 +8%
T
482
TNF
Montana
$926K -$69K -1,355 -7%
SCA
483
Snowden Capital Advisors
New York
$901K -$3.84M -75,945 -81%
IIM
484
Ipswich Investment Management
Massachusetts
$900K -$587K -11,600 -39%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$890K -$192K -3,796 -18%
IWM
486
IHT Wealth Management
Illinois
$889K -$47.8K -946 -5%
CCM
487
Canal Capital Management
Virginia
$885K +$45.8K +906 +5%
HH
488
Hilltop Holdings
Texas
$883K -$263K -5,208 -23%
BAM
489
Baldrige Asset Management
Pennsylvania
$877K +$443K +8,765 +102%
HI
490
Harbour Investments
Wisconsin
$877K +$877K +17,350 New
IWP
491
Icon Wealth Partners
Texas
$861K -$160K -3,157 -16%
LF
492
Lantz Financial
Illinois
$847K +$215K +4,262 +34%
EWM
493
Empirical Wealth Management
Washington
$839K -$21.1K -417 -2%
GW
494
GW & Wade
Massachusetts
$837K -$353K -6,985 -30%
PO
495
Private Ocean
California
$837K +$833K +16,482 +20,863%
PA
496
Procyon Advisors
Connecticut
$834K +$73.9K +1,461 +10%
RF
497
RHS Financial
California
$822K +$461K +9,119 +128%
OFG
498
Omega Financial Group
California
$804K – – –
PWMAG
499
Pinnacle Wealth Management Advisory Group
New Jersey
$800K -$25.8K -510 -3%
RCIM
500
Red Cedar Investment Management
Michigan
$793K – – –
18 19
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