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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 %
BFA
751
Bragg Financial Advisors
North Carolina
$219K – – –
CF
752
Cantor Fitzgerald
New York
$219K +$219K +4,324 New
ACP
753
Aveo Capital Partners
Colorado
$219K +$219K +4,337 New
FPAS
754
Focus Partners Advisor Solutions
Missouri
$218K -$152K -3,000 -41%
CAM
755
Concorde Asset Management
Michigan
$216K -$25.4K -504 -11%
CPA
756
Cardiff Park Advisors
California
$216K +$101 +2 +0%
VST
757
Van Strum & Towne
California
$215K +$215K +4,260 New
KWS
758
Keystone Wealth Services
California
$213K -$186K -3,667 -47%
JFG
759
JMG Financial Group
Illinois
$211K +$211K +4,168 New
V
760
Veritable
Delaware
$210K – – –
SAM
761
Seelaus Asset Management
New Jersey
$210K +$210K +4,156 New
DE
762
Day & Ennis
Georgia
$206K -$61.4K -1,215 -23%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$206K – – –
DP
764
Dearborn Partners
Illinois
$206K – – –
SFM
765
Signet Financial Management
New Jersey
$205K +$205K +4,050 New
Lido Advisors
766
Lido Advisors
California
$203K -$1.58M -31,235 -89%
SS
767
Sunbelt Securities
Texas
$203K -$81.3K -1,605 -29%
SFG
768
Snider Financial Group
Washington
$202K +$152 +3 +0.1%
ACIM
769
Azimuth Capital Investment Management
Michigan
$202K +$202K +4,000 New
RWB
770
RMR Wealth Builders
New Jersey
$200K – – –
W
771
WealthOne
New York
$200K +$200K +3,949 New
CWM
772
Chesapeake Wealth Management
Virginia
$200K +$200K +3,959 New
VWM
773
Valley Wealth Managers
New Jersey
$193K +$193K +3,817 New
APCM
774
Alaska Permanent Capital Management
Alaska
$189K – – –
FRA
775
Front Row Advisors
California
$186K – – –
29 30
31
32 33