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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 %
CGA
601
Crescent Grove Advisors
Illinois
$463K -$197K -3,892 -30%
PCMC
602
Paragon Capital Management (Colorado)
Colorado
$463K +$463K +9,168 New
EH
603
Equitable Holdings
New York
$459K -$501K -9,911 -52%
MRCM
604
M&R Capital Management
New Jersey
$454K – – –
EWM
605
Evercore Wealth Management
New York
$453K – – –
CHAM
606
Clear Harbor Asset Management
Connecticut
$452K – – –
MFIMFI
607
Mesirow Financial Investment Management - Fixed Income
Illinois
$449K – – –
OPWM
608
Oxinas Partners Wealth Management
Indiana
$449K +$12.5K +248 +3%
BSW
609
Buckingham Strategic Wealth
Missouri
$447K +$447K +8,838 New
Prudential Financial
610
Prudential Financial
New Jersey
$444K -$253K -5,013 -36%
BLC
611
Brown, Lisle/Cummings
Rhode Island
$444K +$444K +8,775 New
PPW
612
Parcion Private Wealth
Washington
$441K -$3.08M -60,445 -87%
MA
613
MUFG Americas
New York
$439K -$96.6K -1,909 -18%
FS
614
Ferguson Shapiro
Georgia
$439K +$439K +8,681 New
WS
615
Wedbush Securities
California
$438K -$104K -2,059 -19%
SS
616
Simplicity Solutions
Minnesota
$438K -$41.7K -824 -9%
CCM
617
Crew Capital Management
Ohio
$437K – – –
WHG
618
Westwood Holdings Group
Texas
$434K -$34.4K -680 -7%
CFG
619
Citizens Financial Group
Rhode Island
$431K -$237K -4,679 -35%
CIS
620
Connors Investor Services
Pennsylvania
$428K – – –
BFM
621
Boston Financial Management
Massachusetts
$426K – – –
RWP
622
Ridgecrest Wealth Partners
California
$423K -$240K -4,750 -36%
DFC
623
DBK Financial Counsel
Ohio
$423K -$50.5K -1,000 -11%
SSWM
624
Sheets Smith Wealth Management
North Carolina
$422K +$52.3K +1,034 +14%
HCA
625
Horan Capital Advisors
Ohio
$419K +$1.72K +34 +0.4%
23 24
25
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