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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 %
BI
776
Bramshill Investments
Florida
$184K +$184K +3,633 New
M&T Bank
777
M&T Bank
New York
$184K +$184K +21,608 New
CA
778
CoreCap Advisors
Michigan
$178K -$40.1K -792 -18%
WWM
779
Wolff Wiese Magana
California
$178K +$152 +3 +0.1%
FM
780
Family Management
New York
$174K -$125K -2,463 -42%
AIC
781
Archer Investment Corporation
Indiana
$169K – – –
EWM
782
Evermay Wealth Management
Virginia
$169K -$188K -3,724 -53%
PTC
783
Private Trust Company
Ohio
$148K +$148K +2,936 New
PFGIA
784
Patriot Financial Group Insurance Agency
Massachusetts
$138K +$27.1K +535 +24%
CWA
785
Clearview Wealth Advisors
Oregon
$134K +$304 +6 +0.2%
ACK
786
Andrew C. Karlinski
$131K – – –
SC
787
Sierra Capital
Florida
$122K – – –
SIM
788
Studio Investment Management
Illinois
$119K +$119K +2,350 New
CAAS
789
Capital Asset Advisory Services
Michigan
$115K -$954K -18,923 -89%
CIAS
790
Capital Investment Advisory Services
North Carolina
$104K +$252 +5 +0.2%
CFB
791
Cullen/Frost Bankers
Texas
$99K -$67.3K -1,330 -40%
CLOS
792
Compagnie Lombard Odier SCmA
Switzerland
$98K – – –
LWP
793
Lumature Wealth Partners
Georgia
$97K -$16.3K -323 -14%
CB
794
Community Bank
New York
$96K – – –
NFSG
795
Newbridge Financial Services Group
Florida
$96K +$6.3K +125 +7%
OC
796
Oakworth Capital
Alabama
$95K – – –
SAM
797
Strategic Asset Management
Minnesota
$93K – – –
FSWA
798
Financial Synergies Wealth Advisors
Texas
$91.7K -$5.26M -104,051 -98%
SMG
799
Spectrum Management Group
Indiana
$91K – – –
BA
800
Bellwether Advisors
Nebraska
$91K – – –
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32
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