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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.

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
1
Fidelity Investments
Massachusetts
$1.69B
2
JHU
2
Johns Hopkins University
Maryland
$759M
3
PFO
3
Pathstone Family Office
New Jersey
$177M
4
BlackRock
4
BlackRock
New York
$531M
5
Bank of America
5
Bank of America
North Carolina
$486M

Top Sellers

1
MYLI
1
Meiji Yasuda Life Insurance
Japan
$0
2
Members Trust
2
Members Trust
Florida
$339M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$17.7M
4
SL
4
Summitry LLC
California
$711K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$93.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
51
Ritholtz Wealth Management
New York
$46.7M +$2.53M +51,303 +6%
BSG
52
Black Swift Group
Colorado
$44.2M +$44.2M +904,547 New
Mariner
53
Mariner
Kansas
$43.9M +$1.72M +34,887 +4%
UCFA
54
United Capital Financial Advisors
Texas
$43M +$4.01M +81,416 +10%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$42.6M -$146K -2,955 -0.3%
MG
56
Mather Group
Illinois
$39.1M +$943K +19,132 +2%
Lazard Asset Management
57
Lazard Asset Management
New York
$39M -$19M – –
RJFSA
58
Raymond James Financial Services Advisors
Florida
$38.1M -$1.1M -22,296 -3%
HNB
59
Huntington National Bank
Ohio
$37.2M -$41.2M – –
RMDI
60
R.M. Davis Inc
Maine
$37.2M -$2.7M -54,853 -7%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$35.2M +$6.99M +141,805 +25%
BMM
62
Buffington Mohr McNeal
Idaho
$34.8M -$5.71M -115,841 -14%
NC
63
NewSquare Capital
Pennsylvania
$34M +$7.06M +143,234 +26%
ZIG
64
Zurich Insurance Group
Switzerland
$33.5M – – –
OWP
65
Obermeyer Wealth Partners
Colorado
$33.1M -$4.35M -88,299 -12%
AFIMH
66
American Family Insurance Mutual Holding
Wisconsin
$33M – – –
TFS
67
TrustCore Financial Services
Tennessee
$32.4M +$2.15M +43,574 +7%
CIC
68
Cutler Investment Counsel
Oregon
$32.3M +$110K +2,239 +0.3%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$31.7M +$1.22M +24,650 +4%
EK
70
Evensky & Katz
Florida
$30.9M -$1.17M -23,646 -4%
AAP
71
Arax Advisory Partners
Colorado
$30.4M +$1.17M +23,774 +4%
FEG
72
Fund Evaluation Group
Ohio
$29.1M -$99.7K -2,023 -0.3%
AWM
73
Avior Wealth Management
Nebraska
$27.3M +$25.2M +512,175 +1,210%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$27.3M -$3.03M -61,546 -10%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$27M +$1.87M +37,863 +7%
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