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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 %
GRP
551
Global Retirement Partners
California
$535K +$52.1K +1,063 +11%
HIS
552
Horizon Investment Services
Indiana
$533K -$28.3K -575 -5%
SWA
553
Sutton Wealth Advisors
Florida
$530K -$47.4K -961 -8%
PCMC
554
Paragon Capital Management (Colorado)
Colorado
$526K +$74K +1,500 +16%
ATC
555
Argent Trust Co
Tennessee
$523K +$197K +4,000 +61%
WFAG
556
Wescott Financial Advisory Group
Pennsylvania
$519K -$88.6K -1,797 -15%
AUB
557
Atlantic Union Bankshares
Virginia
$513K -$42.8K -869 -8%
BHWM
558
Beaird Harris Wealth Management
Texas
$509K -$66K -1,340 -11%
MIC
559
Meridian Investment Counsel
California
$507K +$28.2K +573 +6%
BAM
560
Baldrige Asset Management
Pennsylvania
$503K -$352K -7,138 -41%
MGIA
561
Matthew Goff Investment Advisor
Texas
$502K -$37.6K -762 -7%
TSA
562
Tri-Star Advisors
Texas
$497K -$5.96K -121 -1%
PWS
563
Peloton Wealth Strategists
Indiana
$493K -$96.5K -1,956 -16%
BAAM
564
Baker Avenue Asset Management
California
$492K -$122K -2,480 -20%
TCPWM
565
Traverso Chambers Private Wealth Management
California
$490K – – –
CAM
566
Caprin Asset Management
Virginia
$489K -$85.8K -1,741 -15%
USCWA
567
U.S. Capital Wealth Advisors
Texas
$489K -$9.86K -200 -2%
CT
568
Colonial Trust
South Carolina
$489K +$489K +9,931 New
T
569
TrueFG
Texas
$488K +$14.5K +295 +3%
GCA
570
Greenwood Capital Associates
South Carolina
$484K -$4.98K -101 -1%
FPFS
571
First Personal Financial Services
North Carolina
$484K – – –
TWC
572
TD Waterhouse Canada
Ontario, Canada
$483K +$14K +284 +3%
PWM
573
Perigon Wealth Management
California
$482K -$12K -243 -2%
SRC
574
Sage Rhino Capital
California
$480K – – –
AWM
575
Apollon Wealth Management
South Carolina
$478K +$240K +4,880 +101%
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