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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 %
VCM
651
Vivaldi Capital Management
Illinois
$369K – – –
FCH
652
Freestone Capital Holdings
Washington
$369K +$169K +3,348 +85%
OPA
653
Old Port Advisors
Maine
$368K -$32K -630 -8%
FF
654
Francis Financial
$368K +$368K +7,246 New
PBO
655
Peoples Bank (Ohio)
Ohio
$367K -$3.12M -61,741 -89%
FAFN
656
First Affirmative Financial Network
Colorado
$365K -$3.74K -74 -1%
CNB
657
Camden National Bank
Maine
$363K – – –
RMA
658
Roffman Miller Associates
Pennsylvania
$359K -$87.5K -1,731 -20%
OMC
659
Overbrook Management Corp
New York
$354K – – –
CCG
660
Ceeto Capital Group
Florida
$354K – – –
GPA
661
Garrison Point Advisors
California
$349K – – –
PIA
662
Pinion Investment Advisors
Kansas
$348K +$3.23K +64 +0.9%
BFA
663
Beaumont Financial Advisors
Massachusetts
$347K -$590K -11,685 -63%
SHJ
664
Sharkey, Howes & Javer
Colorado
$346K -$17.3K -343 -5%
PPW
665
Pinnacle Private Wealth
Massachusetts
$346K – – –
LNC
666
Lincoln National Corp
Pennsylvania
$344K -$90.8K -1,796 -21%
AOWM
667
Alpha Omega Wealth Management
Virginia
$341K – – –
AT
668
Arden Trust
Delaware
$339K – – –
DWP
669
Destiny Wealth Partners
Florida
$335K -$227K -4,484 -40%
FMWA
670
Forvis Mazars Wealth Advisors
Missouri
$335K +$335K +6,619 New
BTWM
671
Baker Tilly Wealth Management
Wisconsin
$334K -$35K -693 -9%
ATC
672
Argent Trust Co
Tennessee
$334K -$506 -10 -0.2%
ST
673
Spinnaker Trust
Maine
$333K – – –
EAM
674
Evanson Asset Management
California
$333K +$1.06K +21 +0.3%
SVWAG
675
Sound View Wealth Advisors Group
Georgia
$328K – – –
25 26
27
28 29