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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 %
BS
526
Banco Santander
Spain
$693K – – –
GWAM
527
Guardian Wealth Advisors (Minnesota)
Minnesota
$691K -$239K -4,733 -26%
FFWM
528
Future Financial Wealth Management
Ohio
$688K – – –
RW
529
Rede Wealth
Virginia
$679K +$2.58K +51 +0.4%
SB
530
Simmons Bank
Arkansas
$676K -$44.5K -881 -6%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$675K -$772K -15,268 -53%
AFA
532
American Financial Advisors
Georgia
$670K +$71.2K +1,408 +12%
BWM
533
Baystate Wealth Management
Massachusetts
$669K +$88.7K +1,754 +15%
1IA
534
1834 Investment Advisors
Wisconsin
$666K -$414K -8,196 -38%
SF
535
Synovus Financial
Georgia
$664K +$61.6K +1,216 +10%
Fisher Asset Management
536
Fisher Asset Management
Washington
$659K -$43.2K -856 -6%
VCA
537
Verdence Capital Advisors
Maryland
$658K +$79.7K +1,576 +14%
KFP
538
KMG Fiduciary Partners
Ohio
$658K +$130K +2,577 +25%
TPW
539
Transatlantique Private Wealth
New York
$653K +$653K +12,911 New
SFFS
540
Stonehage Fleming Financial Services
Jersey
$652K +$652K +12,900 New
CSA
541
Cottage Street Advisors
Massachusetts
$651K +$267K +5,275 +69%
VT
542
Vise Technologies
New York
$649K +$649K +12,830 New
SG
543
StoneX Group
New York
$642K +$200K +3,966 +45%
BCP
544
Blue Chip Partners
Michigan
$639K +$639K +12,648 New
BAAM
545
Baker Avenue Asset Management
California
$630K +$84.7K +1,675 +16%
WFAG
546
Wescott Financial Advisory Group
Pennsylvania
$623K +$2.63K +52 +0.4%
BTI
547
Blue Trust Inc
Georgia
$611K +$611K +11,824 New
CH
548
Canton Hathaway
Rhode Island
$607K – – –
PWS
549
Peloton Wealth Strategists
Indiana
$604K -$48.1K -951 -7%
BFO
550
Boston Family Office
Massachusetts
$598K – – –
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