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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 %
SSWM
576
Sheets Smith Wealth Management
North Carolina
$475K +$64K +1,300 +16%
TC
577
TAP Consulting
Missouri
$473K +$2.41K +49 +0.5%
MIH
578
Meitav Investment House
Israel
$473K +$473K +9,592 New
AWM
579
AllSquare Wealth Management
New York
$472K – – –
BFM
580
Boston Financial Management
Massachusetts
$472K +$56.7K +1,150 +14%
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$471K +$145K +2,947 +45%
SCM
582
Schnieders Capital Management
California
$470K – – –
IP
583
Ignite Planners
California
$467K -$62.3K -1,259 -12%
PT
584
Plimoth Trust
Massachusetts
$466K -$1.77M -35,899 -79%
PWLP
585
Prio Wealth Limited Partnership
Massachusetts
$463K – – –
IAA
586
Ironsides Asset Advisors
North Carolina
$459K -$914K -18,233 -67%
CGA
587
Crescent Grove Advisors
Illinois
$459K +$7.63K +155 +2%
PL
588
Plancorp LLC
Missouri
$453K +$172K +3,500 +61%
SWM
589
SeaCrest Wealth Management
New York
$452K -$620K -12,582 -58%
AWA
590
Arete Wealth Advisors
Illinois
$447K +$447K +9,065 New
MRCM
591
M&R Capital Management
New Jersey
$443K – – –
EWM
592
Evercore Wealth Management
New York
$441K – – –
WWP
593
WR Wealth Planners
Missouri
$437K -$37.1K -753 -8%
CHAM
594
Clear Harbor Asset Management
Connecticut
$437K -$2.96K -60 -0.7%
MFIMFI
595
Mesirow Financial Investment Management - Fixed Income
Illinois
$437K – – –
MFG
596
Merit Financial Group
Georgia
$433K +$123K +2,489 +40%
RCAG
597
Rehmann Capital Advisory Group
Michigan
$429K -$229K -4,646 -35%
MCM
598
Mattern Capital Management
Colorado
$426K -$38.8K -787 -8%
PPW
599
Parcion Private Wealth
Washington
$426K – – –
CCM
600
Crew Capital Management
Ohio
$426K – – –
22 23
24
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