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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 %
CWM
676
Congress Wealth Management
Massachusetts
$325K -$364K -7,205 -53%
AF
677
Advisornet Financial
Minnesota
$325K -$31.9K -631 -9%
GA
678
Greytown Advisors
Florida
$324K -$278K -5,500 -46%
MOS
679
MGO One Seven
Ohio
$322K -$16.6K -329 -5%
MFG
680
Merit Financial Group
Georgia
$318K +$318K +6,288 New
1IA
681
1620 Investment Advisors
Massachusetts
$318K +$318K +6,300 New
RG
682
Retirement Group
California
$316K -$102K -2,008 -24%
VWA
683
V Wealth Advisors
Kansas
$316K -$39.3K -776 -11%
VCAM
684
Van Cleef Asset Management
Ohio
$316K -$27.8K -550 -8%
WMA
685
West Michigan Advisors
Michigan
$316K +$49.8K +984 +19%
WPC
686
Waters Parkerson & Co
Louisiana
$314K – – –
SW
687
SteelPeak Wealth
California
$312K -$143K -2,834 -31%
CAM
688
Cresset Asset Management
Illinois
$312K -$71.3K -1,412 -19%
NEAM
689
New England Asset Management
Connecticut
$312K +$312K +6,164 New
SEI Investments
690
SEI Investments
Pennsylvania
$311K -$41.9K -829 -12%
AA
691
Ancora Advisors
Ohio
$307K -$958 -19 -0.3%
GBT
692
Grove Bank & Trust
Florida
$306K – – –
TFA
693
Triad Financial Advisors
North Carolina
$304K – – –
PM
694
Phraction Management
Connecticut
$303K – – –
FP
695
Financial Perspectives
Minnesota
$299K +$37.5K +741 +14%
BF
696
Brooklyn FI
New York
$297K -$1.68M -4,980 -85%
IF
697
Intrua Financial
Texas
$294K -$77.8K -1,540 -21%
DWT
698
Dorsey & Whitney Trust
South Dakota
$293K – – –
OWM
699
OneAscent Wealth Management
Alabama
$293K +$9.11K +180 +3%
KIG
700
Kowal Investment Group
Wisconsin
$291K +$253 +5 +0.1%
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