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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 %
SCA
551
SMH Capital Advisors
Texas
$594K -$16.4K -325 -3%
SWA
552
Sutton Wealth Advisors
Florida
$592K -$135K -2,666 -19%
PA
553
Parallel Advisors
California
$590K -$279K -5,515 -32%
CAM
554
Caprin Asset Management
Virginia
$590K -$25K -494 -4%
BHWM
555
Beaird Harris Wealth Management
Texas
$590K +$8.75K +173 +2%
DG
556
DMC Group
Alabama
$588K +$154K +3,047 +36%
CCA
557
Cobblestone Capital Advisors
New York
$582K -$3.54K -70 -0.6%
HIS
558
Horizon Investment Services
Indiana
$576K -$40.5K -800 -7%
KPWS
559
Kestra Private Wealth Services
Texas
$575K -$15.3K -303 -3%
AUB
560
Atlantic Union Bankshares
Virginia
$571K -$54.4K -1,076 -9%
JSL
561
JT Stratford LLC
Georgia
$571K +$74.3K +1,470 +15%
JCM
562
Janney Capital Management
Pennsylvania
$570K -$51.1K -1,012 -8%
ISWM
563
Independent Solutions Wealth Management
New York
$564K -$48.5K -960 -8%
HCM
564
Highview Capital Management
Illinois
$560K +$65.6K +1,297 +13%
FHB
565
First Hawaiian Bank
Hawaii
$558K -$17.9K -355 -3%
WFC
566
Western Financial Corp
California
$554K -$85.3K -1,688 -13%
PFM
567
Phillips Financial Management
Indiana
$553K -$166K -3,287 -23%
MGIA
568
Matthew Goff Investment Advisor
Texas
$553K +$50K +989 +10%
KF
569
Krilogy Financial
Missouri
$545K -$8.74K -173 -2%
LWA
570
Lineweaver Wealth Advisors
Ohio
$542K -$9.65K -191 -2%
IP
571
Ignite Planners
California
$541K +$38.8K +766 +8%
SFP
572
Shepherd Financial Partners
Massachusetts
$536K -$13.4K -265 -2%
Kovitz Investment Group Partners
573
Kovitz Investment Group Partners
Illinois
$533K +$67.2K +1,330 +14%
BBL
574
Beck Bode LLC
Massachusetts
$528K -$73.3K -1,451 -12%
NB
575
Nicolet Bankshares
Wisconsin
$521K -$6.57K -130 -1%
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