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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

867 hedge funds and large institutions have $14.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 278 increasing their positions, 383 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-31
Holders Change %
-3.45%
% of All Funds
14.99%
Holding in Top 10
117
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.36%
% of All Funds
2.02%
New
61
Increased
278
Reduced
383
Closed
82
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
+$338K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$257M
2
JHU
Johns Hopkins University
Maryland
+$242M
3
PFO
Pathstone Family Office
New Jersey
+$79.6M
4
BlackRock
BlackRock
New York
+$73.2M
5
Bank of America
Bank of America
North Carolina
+$66.6M

Top Sellers

1
MYLI
Meiji Yasuda Life Insurance
Japan
-$463M
2
Members Trust
Members Trust
Florida
-$111M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$91.6M
4
SL
Summitry LLC
California
-$77.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
501
Verdence Capital Advisors
Maryland
$717K +$75.8K +1,539 +12%
MBT
502
Montecito Bank & Trust
California
$715K – – –
SL
503
Summitry LLC
California
$711K -$77.4M -1,570,949 -99%
ONB
504
Old National Bancorp
Indiana
$701K -$9.86K -200 -1%
OBWG
505
Onyx Bridge Wealth Group
New York
$700K +$700K +14,269 New
CWP
506
CFM Wealth Partners
Texas
$696K – – –
BWM
507
Baystate Wealth Management
Massachusetts
$696K +$44.7K +908 +7%
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$688K -$5.91K -120 -0.9%
SFFS
509
Stonehage Fleming Financial Services
Jersey
$682K +$46.7K +948 +7%
CWC
510
Carolinas Wealth Consulting
North Carolina
$682K +$297K +6,020 +77%
BWAM
511
Boyd Watterson Asset Management
Ohio
$679K -$10.5K -212 -2%
BS
512
Banco Santander
Spain
$676K – – –
HCM
513
Highview Capital Management
Illinois
$666K +$120K +2,442 +22%
TLFA
514
True Link Financial Advisors
California
$664K -$27.2K -552 -4%
CAG
515
Curtis Advisory Group
California
$662K -$52.1K -1,058 -7%
LWP
516
Legacy Wealth Planning
Nevada
$656K -$43.9K -890 -6%
CCA
517
Cobblestone Capital Advisors
New York
$651K +$83.6K +1,695 +15%
AFA
518
American Financial Advisors
Georgia
$647K -$6.21K -126 -1%
GWAM
519
Guardian Wealth Advisors (Minnesota)
Minnesota
$645K -$28.2K -572 -4%
RW
520
Rede Wealth
Virginia
$645K -$16.5K -335 -2%
SB
521
Simmons Bank
Arkansas
$645K -$14.4K -292 -2%
T
522
TNF
Montana
$641K -$251K -5,122 -28%
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$641K -$226K -4,598 -26%
CSA
524
Cottage Street Advisors
Massachusetts
$634K – – –
JSL
525
JT Stratford LLC
Georgia
$633K +$76K +1,541 +14%
19 20
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