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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 %
National Bank of Canada
576
National Bank of Canada
Quebec, Canada
$520K -$49.5K -980 -9%
TSA
577
Tri-Star Advisors
Texas
$519K -$494K -9,723 -49%
BFA
578
BMS Financial Advisors
South Dakota
$518K +$518K +9,618 New
USCWA
579
U.S. Capital Wealth Advisors
Texas
$511K – – –
PWM
580
Perigon Wealth Management
California
$506K -$88.9K -1,760 -15%
TCPWM
581
Traverso Chambers Private Wealth Management
California
$502K -$101K -1,990 -17%
GCA
582
Greenwood Capital Associates
South Carolina
$501K -$6.57K -130 -1%
GRP
583
Global Retirement Partners
California
$498K +$31.9K +630 +7%
SFA
584
Sequoia Financial Advisors
Ohio
$497K +$162K +3,212 +49%
FPFS
585
First Personal Financial Services
North Carolina
$496K -$1.52K -30 -0.3%
SRC
586
Sage Rhino Capital
California
$493K -$468K -9,250 -49%
MIC
587
Meridian Investment Counsel
California
$491K – – –
CB
588
Commerce Bank
Missouri
$490K +$51.4K +1,016 +12%
WWP
589
WR Wealth Planners
Missouri
$487K -$45.4K -898 -9%
T
590
TrueFG
Texas
$485K +$15.7K +311 +3%
SCA
591
Stillwater Capital Advisors
Pennsylvania
$484K -$346K -6,830 -42%
AWM
592
AllSquare Wealth Management
New York
$484K +$34.8K +688 +8%
TC
593
TAP Consulting
Missouri
$483K +$2.07K +41 +0.4%
SCM
594
Schnieders Capital Management
California
$482K – – –
TWC
595
TD Waterhouse Canada
Ontario, Canada
$482K -$4.36K -86 -0.9%
MCM
596
Mattern Capital Management
Colorado
$477K -$3.54K -70 -0.7%
PWLP
597
Prio Wealth Limited Partnership
Massachusetts
$474K -$182K -3,606 -28%
CFAM
598
Center For Asset Management
Florida
$470K -$1.32M -26,218 -74%
AAM
599
Advisors Asset Management
Colorado
$467K -$21K -415 -4%
S
600
Surevest
California
$466K -$73.9K -1,463 -14%
22 23
24
25 26