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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 %
RIG
626
Roosevelt Investment Group
New York
$415K -$101 -2 -0%
NLG
627
New Legacy Group
New York
$415K – – –
CWP
628
Corepath Wealth Partners
Arizona
$414K -$19.4K -384 -4%
SW
629
SlateStone Wealth
Florida
$414K +$154K +3,045 +59%
AFO
630
Allie Family Office
Florida
$411K -$247K -4,900 -38%
JLBC
631
J.L. Bainbridge & Co
Florida
$411K +$51 +1 +0%
CIP
632
Chartwell Investment Partners
Pennsylvania
$409K -$139K -2,750 -25%
WC
633
Whitney & Co
New York
$408K -$101 -2 -0%
AR
634
Advisory Research
Illinois
$408K – – –
SFG
635
Sunburst Financial Group
Alabama
$405K -$149K -2,945 -27%
CWC
636
Carolinas Wealth Consulting
North Carolina
$395K +$395K +7,811 New
NAG
637
Northstar Advisory Group
New Jersey
$392K -$10.3M -204,597 -96%
CAM
638
Covenant Asset Management
New Jersey
$392K – – –
AWM
639
Alterna Wealth Management
Texas
$388K -$121K -2,395 -24%
CWS
640
Cypress Wealth Services
California
$387K -$437K -8,646 -53%
PB
641
Pinnacle Bancorp
Nebraska
$386K +$311K +6,153 +415%
AAS
642
Annex Advisory Services
Wisconsin
$382K +$382K +7,547 New
ClearBridge Investments
643
ClearBridge Investments
New York
$380K -$12.5K -248 -3%
TNB
644
Thomasville National Bank
Georgia
$380K – – –
BCM
645
Brookstone Capital Management
Illinois
$375K -$147K -2,905 -28%
NB
646
NBT Bank
New York
$374K +$32.1K +635 +9%
DAS
647
Dynamic Advisor Solutions
Arizona
$373K +$89.9K +1,781 +32%
WP
648
WealthShield Partners
North Carolina
$372K -$35.7K -707 -9%
ICG
649
InterOcean Capital Group
Tennessee
$371K +$47.8K +945 +15%
PCM
650
Parsons Capital Management
Rhode Island
$370K +$131K +2,600 +55%
24 25
26
27 28