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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 %
AOWM
701
Alpha Omega Wealth Management
Virginia
$241K -$91.4K -1,852 -27%
CC
702
Copperleaf Capital
North Carolina
$241K -$24.4K -495 -9%
CTFG
703
Capstone Triton Financial Group
Oklahoma
$241K -$16.4K -333 -6%
W
704
WealthOne
New York
$241K +$46.3K +939 +24%
EIA
705
Edgemoor Investment Advisors
Maryland
$239K – – –
S
706
SignatureFD
Georgia
$237K -$24.9K -505 -10%
EAM
707
Evanson Asset Management
California
$236K -$88.8K -1,802 -27%
Fiera Capital (Canada)
708
Fiera Capital (Canada)
Quebec, Canada
$236K -$591 -12 -0.2%
CWM
709
C2C Wealth Management
Arizona
$235K – – –
MCA
710
Martin Capital Advisors
Texas
$235K – – –
CF
711
Cantor Fitzgerald
New York
$233K +$19.5K +395 +9%
Lido Advisors
712
Lido Advisors
California
$233K +$35.7K +727 +18%
TF
713
TimeScale Financial
Massachusetts
$232K +$1.13K +23 +0.5%
CL
714
CIM LLC
New York
$231K +$231K +4,729 New
TPWA
715
TRUE Private Wealth Advisors
Oregon
$230K – – –
CB
716
CNB Bank
Pennsylvania
$230K – – –
AWM
717
Accurate Wealth Management
Florida
$230K +$230K +3,005 New
TCM
718
TD Capital Management
Tennessee
$227K -$9.85K -200 -4%
AWM
719
Axxcess Wealth Management
California
$226K -$53.5K -1,084 -19%
WI
720
Wintrust Investments
Illinois
$226K -$9.13K -185 -4%
WMA
721
West Michigan Advisors
Michigan
$224K -$84.4K -1,709 -27%
CIM
722
CIM Investment Management
Pennsylvania
$222K – – –
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$222K +$21.1K +428 +10%
MWM
724
Meridian Wealth Management
Kentucky
$219K -$6.3K -128 -3%
FPAS
725
Focus Partners Advisor Solutions
Missouri
$219K +$6.88K +140 +3%
27 28
29
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