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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 %
WIA
501
World Investment Advisors
California
$788K +$72.1K +1,412 +10%
AAS
502
Ameritas Advisory Services
Nebraska
$769K -$437K -8,632 -36%
SWP
503
Strategic Wealth Partners
Ohio
$763K -$282K -5,580 -27%
SWM
504
Selective Wealth Management
Virginia
$753K +$268K +5,298 +55%
MFA
505
Mayflower Financial Advisors
Massachusetts
$750K -$49.4K -977 -6%
FF
506
FourThought Financial
Florida
$750K -$19K -376 -2%
LWAC
507
Laurel Wealth Advisors (California)
California
$750K +$488K +9,662 +187%
GAM
508
Gemmer Asset Management
California
$743K -$526K -10,408 -41%
MBT
509
Montecito Bank & Trust
California
$733K +$50.5K +1,000 +7%
CAG
510
Curtis Advisory Group
California
$733K +$501K +9,898 +215%
ONB
511
Old National Bancorp
Indiana
$729K -$177K -3,493 -20%
CA
512
CGN Advisors
Kansas
$728K -$191K -3,769 -21%
SIA
513
Strategic Investment Advisors
Michigan
$725K -$17.5K -347 -2%
TA
514
TrueWealth Advisors
Alabama
$723K -$106K -2,103 -13%
GAA
515
Global Assets Advisory
Florida
$723K +$723K +14,320 New
AIM
516
Alhambra Investment Management
Florida
$722K +$11K +217 +2%
LWP
517
Legacy Wealth Planning
Nevada
$718K -$89.8K -1,775 -11%
CCG
518
Chatham Capital Group
Georgia
$716K +$716K +14,156 New
CWP
519
CFM Wealth Partners
Texas
$714K – – –
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$711K -$31K -613 -4%
TLFA
521
True Link Financial Advisors
California
$709K -$72.6M -1,436,169 -99%
CAWM
522
Capital Advisors Wealth Management
Washington
$709K +$475K +9,403 +204%
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$708K – – –
BWAM
524
Boyd Watterson Asset Management
Ohio
$707K -$33.8K -668 -5%
GT
525
Greenleaf Trust
Michigan
$705K +$705K +13,952 New
19 20
21
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