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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 %
LIG
651
Lokken Investment Group
Delaware
$317K +$47.8K +969 +18%
GA
652
Greytown Advisors
Florida
$316K – – –
PB
653
Pinnacle Bancorp
Nebraska
$313K -$62.8K -1,275 -17%
CWM
654
Congress Wealth Management
Massachusetts
$312K -$4.68K -95 -1%
MC
655
Middleton & Co
Massachusetts
$311K +$311K +6,305 New
SFO
656
Stokes Family Office
Louisiana
$310K +$39.5K +802 +15%
VCAM
657
Van Cleef Asset Management
Ohio
$308K – – –
WPC
658
Waters Parkerson & Co
Louisiana
$307K – – –
BLC
659
Brown, Lisle/Cummings
Rhode Island
$304K -$128K -2,600 -30%
NEAM
660
New England Asset Management
Connecticut
$304K – – –
Millennium Management
661
Millennium Management
New York
$304K +$304K +6,176 New
TNB
662
Thomasville National Bank
Georgia
$303K -$67.1K -1,361 -18%
CIP
663
Chartwell Investment Partners
Pennsylvania
$302K -$97.4K -1,975 -24%
SG
664
StoneX Group
New York
$300K -$326K -6,607 -52%
GBT
665
Grove Bank & Trust
Florida
$298K – – –
SW
666
SteelPeak Wealth
California
$297K -$7.04K -143 -2%
TFA
667
Triad Financial Advisors
North Carolina
$296K – – –
AA
668
Ancora Advisors
Ohio
$295K -$4.33K -88 -1%
LWAC
669
Laurel Wealth Advisors (California)
California
$294K -$437K -8,869 -60%
DWT
670
Dorsey & Whitney Trust
South Dakota
$286K – – –
KPWS
671
Kestra Private Wealth Services
Texas
$285K -$276K -5,598 -49%
PFM
672
Phillips Financial Management
Indiana
$285K -$255K -5,166 -47%
OWM
673
OneAscent Wealth Management
Alabama
$285K – – –
CAM
674
Cresset Asset Management
Illinois
$283K -$21.4K -435 -7%
CTA
675
Colonial Trust Advisors
South Carolina
$283K +$283K +5,748 New
25 26
27
28 29