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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

919 hedge funds and large institutions have $18.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 288 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+52
Holders Change %
+6%
% of All Funds
14.83%
Holding in Top 10
112
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.27%
% of All Funds
1.81%
New
138
Increased
288
Reduced
378
Closed
70
Calls
$1.41M
Puts
$2.53M
Net Calls
-$1.12M
Net Calls Change
-$1.36M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$389M
2
CSA
2
Cottage Street Advisors
Massachusetts
$235M
3
NI
3
NYL Investors
New York
$199M
4
Morgan Stanley
4
Morgan Stanley
New York
$587M
5
SGDR
5
SPX Gestao de Recursos
Brazil
$154M

Top Sellers

1
BlackRock
1
BlackRock
New York
$230M
2
Bank of America
2
Bank of America
North Carolina
$431M
3
PFO
3
Pathstone Family Office
New Jersey
$121M
4
Northern Trust
4
Northern Trust
Illinois
$743M
5
BSG
5
Black Swift Group
Colorado
$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$54M -$12.1M -242,828 -18%
SGAM
52
Stephens Group Asset Management
Arkansas
$53.7M -$1.46M -29,396 -3%
DWM
53
Destination Wealth Management
California
$53.1M -$9.55M -191,784 -15%
SFM
54
Soros Fund Management
New York
$49.8M -$5.63M -113,000 -10%
RH
55
RenaissanceRe Holdings
Bermuda
$49.8M – – –
Mariner
56
Mariner
Kansas
$49.5M +$5.12M +102,821 +12%
SMFG
57
Sumitomo Mitsui Financial Group
Japan
$47.8M -$7.82M -156,949 -14%
MCWS
58
McKinley Carter Wealth Services
West Virginia
$47M -$1.83M -36,781 -4%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$46.9M -$2.94M -59,000 -6%
BFM
60
Boston Financial Management
Massachusetts
$46.6M +$46.1M +926,065 +9,671%
AFG
61
Arkansas Financial Group
Arkansas
$44.9M -$5.39M -108,236 -11%
RWM
62
Ritholtz Wealth Management
New York
$42.4M -$4.76M -95,475 -10%
UCFA
63
United Capital Financial Advisors
Texas
$42.1M -$1.32M -26,539 -3%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$41.1M +$5.48M +110,064 +15%
MG
65
Mather Group
Illinois
$40.3M +$822K +16,502 +2%
Lazard Asset Management
66
Lazard Asset Management
New York
$40.1M -$39M – –
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$38M +$15.3M +306,656 +67%
HNB
68
Huntington National Bank
Ohio
$36.1M -$37.2M – –
KFAA
69
Klaas Financial Asset Advisors
Illinois
$35.9M +$35.9M +720,434 New
GC
70
Grimes & Company
Massachusetts
$35.8M +$35.8M +719,257 New
CW
71
Connectus Wealth
Ohio
$34.1M +$14.7M +295,572 +76%
ZIG
72
Zurich Insurance Group
Switzerland
$33.9M – – –
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$33.5M -$15.3M -306,370 -31%
AFIMH
74
American Family Insurance Mutual Holding
Wisconsin
$33.4M – – –
PI
75
PFS Investments
Georgia
$33.2M +$8.63M +173,325 +35%
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