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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 %
CSIC
726
Clifford Swan Investment Counsel
California
$249K – – –
PWG
727
Private Wealth Group
Florida
$248K -$298K -5,897 -55%
MM
728
Meridian Management
Arkansas
$246K -$3.09M -61,175 -93%
EIA
729
Edgemoor Investment Advisors
Maryland
$245K – – –
PWW
730
Pettyjohn Wood & White
Virginia
$245K +$22.7K +450 +10%
AWM
731
Apollon Wealth Management
South Carolina
$244K -$66.6K -1,318 -21%
Fiera Capital (Canada)
732
Fiera Capital (Canada)
Quebec, Canada
$243K -$798K -15,775 -77%
TCM
733
TD Capital Management
Tennessee
$243K – – –
Koshinski Asset Management
734
Koshinski Asset Management
Illinois
$241K -$22.1K -436 -8%
MCA
735
Martin Capital Advisors
Texas
$241K – – –
WI
736
Wintrust Investments
Illinois
$241K +$23.7K +468 +11%
CWM
737
C2C Wealth Management
Arizona
$240K – – –
TF
738
TimeScale Financial
Massachusetts
$237K +$1.01K +20 +0.4%
SOS
739
Silver Oak Securities
Tennessee
$236K -$145K -2,848 -38%
CB
740
CNB Bank
Pennsylvania
$236K – – –
TPWA
741
TRUE Private Wealth Advisors
Oregon
$235K -$19.4K -385 -8%
SCM
742
Seascape Capital Management
New Hampshire
$233K +$233K +4,600 New
MWM
743
Meridian Wealth Management
Kentucky
$232K +$232K +4,580 New
CIM
744
CIM Investment Management
Pennsylvania
$228K – – –
TSS
745
Two Sigma Securities
New York
$226K -$273K -5,397 -55%
SPWM
746
Schrum Private Wealth Management
Florida
$226K – – –
WWM
747
Western Wealth Management
Colorado
$221K +$16.9K +333 +8%
VWA
748
Visionary Wealth Advisors
Illinois
$220K -$98.1K -1,941 -31%
RMAM
749
Raab & Moskowitz Asset Management
New Jersey
$220K – – –
NEPWA
750
New England Private Wealth Advisors
Massachusetts
$219K -$52 -1 -0%
28 29
30
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