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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 %
PL
701
Plancorp LLC
Missouri
$288K +$2.02K +40 +0.7%
AWM
702
Axxcess Wealth Management
California
$286K -$1.26M -24,963 -82%
BBA
703
BLB&B Advisors
Pennsylvania
$286K -$2.03K -40 -0.7%
CBFP
704
Cedar Brook Financial Partners
Ohio
$285K +$285K +5,646 New
9WM
705
9258 Wealth Management
Ohio
$284K -$36.2K -718 -11%
GWCM
706
Godshalk Welsh Capital Management
Pennsylvania
$279K -$153K -3,016 -35%
HF
707
HRT Financial
New York
$279K +$279K +5,537 New
SFO
708
Stokes Family Office
Louisiana
$278K -$78.9K -1,560 -22%
WA
709
WealthTrust Axiom
Pennsylvania
$278K – – –
LIG
710
Lokken Investment Group
Delaware
$276K -$1.37K -27 -0.5%
AWA
711
Arkadios Wealth Advisors
Georgia
$275K -$318K -6,280 -54%
IC
712
Intersect Capital
California
$275K +$275K +5,435 New
SPFA
713
Summit Place Financial Advisors
New Jersey
$274K -$15.2K -300 -5%
FFMBT
714
First Farmers & Merchants Bank Trust
Tennessee
$273K -$20.9K -413 -7%
SWM
715
Seaside Wealth Management
California
$273K +$273K +5,319 New
CC
716
Copperleaf Capital
North Carolina
$272K – – –
TTWM
717
TCV Trust & Wealth Management
Virginia
$272K – – –
CA
718
Crewe Advisors
Utah
$272K +$209K +4,125 +330%
BJL
719
Brighton Jones LLC
Washington
$269K +$269K +5,318 New
S
720
SignatureFD
Georgia
$268K +$81.1K +1,605 +43%
CTFG
721
Capstone Triton Financial Group
Oklahoma
$265K -$14.5K -287 -5%
MC
722
Montag & Caldwell
Georgia
$263K +$263K +5,197 New
Neuberger Berman Group
723
Neuberger Berman Group
New York
$256K +$256K +5,065 New
SNBOSD
724
Security National Bank of So Dak
Iowa
$253K -$262K -5,171 -51%
GITFIT
725
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$253K – – –
27 28
29
30 31