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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 %
APC
826
Aspire Private Capital
North Carolina
$51K +$2.82K +56 +6%
FGAM
827
Financial Gravity Asset Management
Texas
$48.4K -$950 -22 -2%
IFA
828
Interactive Financial Advisors
Illinois
$48K -$143K -2,843 -75%
BWP
829
Baldwin Wealth Partners
Massachusetts
$47K – – –
SIS
830
Sound Income Strategies
Florida
$46K +$20.7K +412 +82%
AP
831
Atwood & Palmer
Missouri
$45K -$42.5K -850 -49%
IBOK
832
Independence Bank of Kentucky
Kentucky
$44K – – –
SIAP
833
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K +$200 +4 +0.5%
TIM
834
Tevis Investment Management
Texas
$43K -$3.42K -68 -7%
MCA
835
Maryland Capital Advisors
Maryland
$43K – – –
HWA
836
HHM Wealth Advisors
Tennessee
$40K -$21K -416 -34%
WPA
837
West Paces Advisors
Georgia
$38.1K – – –
SC
838
Schubert & Co
Texas
$38K +$38K +752 New
BC
839
Burleson & Co
California
$37K -$92.8K -1,836 -71%
CI
840
CX Institutional
Indiana
$35K +$35K +700 New
IFAM
841
Institutional & Family Asset Management
Colorado
$34K +$150 +3 +0.4%
AWM
842
Accel Wealth Management
Iowa
$33K +$100 +2 +0.3%
PP
843
Pacifica Partners
Canada
$31K -$4.86K -94 -14%
JFA
844
JNBA Financial Advisors
Minnesota
$31K – – –
ACM
845
Antonetti Capital Management
Florida
$30K – – –
Barclays
846
Barclays
United Kingdom
$30K +$30K +593 New
MA
847
Montag & Associates
Georgia
$29K – – –
MHR
848
Matthew Hamilton Rosenberg
$29K +$152 +3 +0.5%
VCM
849
Vigilant Capital Management
Maine
$29K +$29K +570 New
ZIG
850
Zullo Investment Group
Pennsylvania
$28K -$6.66K -131 -19%
32 33
34
35 36