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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 %
CBFP
626
Cedar Brook Financial Partners
Ohio
$376K +$98.3K +1,994 +35%
CWS
627
Cypress Wealth Services
California
$374K -$2.51K -51 -0.7%
AAM
628
Advisors Asset Management
Colorado
$370K -$86.2K -1,748 -19%
MA
629
MUFG Americas
New York
$368K -$59.5K -1,208 -14%
VCM
630
Vivaldi Capital Management
Illinois
$359K – – –
S
631
Surevest
California
$358K -$96.7K -1,960 -21%
OPA
632
Old Port Advisors
Maine
$358K -$297 -6 -0.1%
EWM
633
Empirical Wealth Management
Washington
$356K -$461K -9,368 -56%
FP
634
Financial Perspectives
Minnesota
$349K +$57.4K +1,165 +20%
RIM
635
Rockbridge Investment Management
New York
$348K +$348K +7,060 New
WFC
636
Western Financial Corp
California
$347K -$193K -3,915 -36%
PIA
637
Pinion Investment Advisors
Kansas
$346K +$6.36K +129 +2%
OMC
638
Overbrook Management Corp
New York
$345K – – –
CB
639
Commerce Bank
Missouri
$341K -$137K -2,775 -29%
FAFN
640
First Affirmative Financial Network
Colorado
$341K -$15.6K -316 -4%
BFA
641
Beaumont Financial Advisors
Massachusetts
$339K +$444 +9 +0.1%
IA
642
IFG Advisory
Georgia
$337K +$337K +6,847 New
NAG
643
Northstar Advisory Group
New Jersey
$336K -$45.6K -926 -12%
GPA
644
Garrison Point Advisors
California
$335K -$5.18K -105 -2%
SFA
645
Sequoia Financial Advisors
Ohio
$329K -$156K -3,157 -32%
CFG
646
Citizens Financial Group
Rhode Island
$329K -$91.7K -1,858 -22%
CF
647
Centaurus Financial
California
$325K +$325K +6,585 New
SVWAG
648
Sound View Wealth Advisors Group
Georgia
$319K – – –
SEI Investments
649
SEI Investments
Pennsylvania
$319K +$16.3K +331 +5%
SFP
650
Shepherd Financial Partners
Massachusetts
$318K -$205K -4,154 -39%
24 25
26
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