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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 %
RA
801
Rise Advisors
New York
$89K +$2.62K +52 +3%
PWMG
802
Prestige Wealth Management Group
New Jersey
$88K – – –
LPP
803
Life Planning Partners
Florida
$85K +$85K +1,689 New
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K +$355 +7 +0.4%
ARMC
805
American Research & Management Company
Massachusetts
$81K -$12.7K -250 -14%
PAIM
806
Punch & Associates Investment Management
Minnesota
$81K – – –
TAM
807
Tucker Asset Management
Colorado
$80.4K +$202 +4 +0.3%
MIFH
808
Migdal Insurance & Financial Holdings
Israel
$79K – – –
FFA
809
Founders Financial Alliance
North Carolina
$79K +$51 +1 +0.1%
WFA
810
WestHill Financial Advisors
California
$77K – – –
TFGT
811
TS Financial Group (TSFG)
Illinois
$75K -$33.6K -666 -31%
ETI
812
Enterprise Trust & Investment
California
$75K – – –
CFO
813
CVA Family Office
Colorado
$74K +$51 +1 +0.1%
CTB
814
Country Trust Bank
Illinois
$69K – – –
IA
815
IFS Advisors
Kansas
$66K -$5.25M -104,033 -99%
BEI
816
Benjamin Edwards Inc
Missouri
$61K -$2.81M -55,233 -98%
SSB
817
Sandy Spring Bank
Maryland
$60K +$152 +3 +0.3%
TWM
818
Tradition Wealth Management
Minnesota
$60K +$3.85K +76 +7%
FCG
819
Financial Connections Group
California
$58K +$58K +1,155 New
CHC
820
City Holding Co
West Virginia
$57K – – –
FA
821
Faithward Advisors
Pennsylvania
$56K +$25K +494 +81%
HWM
822
HighMark Wealth Management
Minnesota
$55K +$1.63K +32 +3%
ACA
823
Atlas Capital Advisors
Wyoming
$52.4K -$151K -2,984 -74%
CA
824
Clearstead Advisors
Ohio
$52K – – –
SBL
825
Sargent Bickham Lagudis
Colorado
$51K -$61.1K -1,208 -55%
31 32
33
34 35