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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 %
MCC
601
Money Concepts Capital
Florida
$423K -$1.16M -23,453 -73%
WS
602
Wedbush Securities
California
$420K -$7.4K -150 -2%
EH
603
Equitable Holdings
New York
$413K -$34.2K -694 -8%
DFC
604
DBK Financial Counsel
Ohio
$412K – – –
HCA
605
Horan Capital Advisors
Ohio
$411K +$1.97K +40 +0.5%
LWA
606
Lineweaver Wealth Advisors
Ohio
$404K -$125K -2,532 -24%
NLG
607
New Legacy Group
New York
$404K – – –
RIG
608
Roosevelt Investment Group
New York
$404K – – –
SW
609
SlateStone Wealth
Florida
$404K – – –
JLBC
610
J.L. Bainbridge & Co
Florida
$404K +$3.79K +77 +0.9%
PA
611
Parallel Advisors
California
$403K -$171K -3,478 -30%
OPWM
612
Oxinas Partners Wealth Management
Indiana
$402K -$35.8K -727 -8%
CWP
613
Corepath Wealth Partners
Arizona
$400K -$1.96K -40 -0.5%
WC
614
Whitney & Co
New York
$398K – – –
AR
615
Advisory Research
Illinois
$397K – – –
SFG
616
Sunburst Financial Group
Alabama
$395K – – –
CCG
617
Ceeto Capital Group
Florida
$394K +$49.3K +1,000 +14%
WHG
618
Westwood Holdings Group
Texas
$393K -$29.7K -602 -7%
AFO
619
Allie Family Office
Florida
$391K -$9.85K -200 -2%
ST
620
Spinnaker Trust
Maine
$388K +$62.9K +1,275 +19%
RWM
621
Rockwood Wealth Management
Pennsylvania
$387K +$387K +7,845 New
Prudential Financial
622
Prudential Financial
New Jersey
$383K -$51.9K -1,051 -12%
BCM
623
Brookstone Capital Management
Illinois
$382K +$18.9K +385 +5%
NB
624
NBT Bank
New York
$381K +$16.8K +341 +5%
SL
625
SWMG LLC
Texas
$381K +$381K +7,737 New
23 24
25
26 27