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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 %
IIM
526
Ipswich Investment Management
Massachusetts
$631K -$246K -5,000 -28%
MWP
527
Meridian Wealth Partners
Pennsylvania
$624K -$5.24M -106,355 -89%
1IA
528
1834 Investment Advisors
Wisconsin
$623K -$26.7K -542 -4%
PA
529
PFG Advisors
Arizona
$603K +$603K +12,233 New
CH
530
Canton Hathaway
Rhode Island
$591K – – –
BBL
531
Beck Bode LLC
Massachusetts
$591K +$75.9K +1,540 +15%
BFO
532
Boston Family Office
Massachusetts
$584K – – –
CM
533
Columbus Macro
Pennsylvania
$583K +$583K +11,823 New
Cerity Partners
534
Cerity Partners
New York
$582K -$740K -14,999 -56%
BI
535
Bramshill Investments
Florida
$582K +$403K +8,177 +225%
SCA
536
SMH Capital Advisors
Texas
$580K +$641 +13 +0.1%
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
$575K +$67.3K +1,366 +13%
KF
538
Krilogy Financial
Missouri
$561K +$29.7K +603 +6%
ACA
539
Aptus Capital Advisors
Alabama
$557K -$512K -10,398 -48%
1IA
540
1620 Investment Advisors
Massachusetts
$557K +$246K +4,997 +79%
ICG
541
InterOcean Capital Group
Tennessee
$554K +$192K +3,908 +53%
HCP
542
Hexagon Capital Partners
Arkansas
$553K +$553K +11,227 New
TA
543
TrueWealth Advisors
Alabama
$552K -$153K -3,109 -22%
JCM
544
Janney Capital Management
Pennsylvania
$552K -$4.09K -83 -0.7%
PWMAG
545
Pinnacle Wealth Management Advisory Group
New Jersey
$551K -$228K -4,635 -29%
Kovitz Investment Group Partners
546
Kovitz Investment Group Partners
Illinois
$550K +$29.7K +602 +6%
ISWM
547
Independent Solutions Wealth Management
New York
$549K – – –
SIA
548
Strategic Investment Advisors
Michigan
$546K -$161K -3,260 -23%
FHB
549
First Hawaiian Bank
Hawaii
$546K +$1.38K +28 +0.3%
SWM
550
Selective Wealth Management
Virginia
$541K -$194K -3,926 -26%
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