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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 %
AWM
851
Aspire Wealth Management
Massachusetts
$26K -$22.7K -448 -47%
FWM
852
Focused Wealth Management
New York
$25K – – –
ME
853
McIlrath & Eck
Washington
$25K – – –
ODG
854
O'Dell Group
Ohio
$22K – – –
GI
855
Gradient Investments
Minnesota
$21K +$296 +6 +1%
ATC
856
Adirondack Trust Company
New York
$21K +$21K +410 New
WT
857
Washington Trust
Rhode Island
$20K – – –
ICM
858
Islay Capital Management
Texas
$20K – – –
CWP
859
Concord Wealth Partners
Virginia
$20K – – –
HDIM
860
Hanson & Doremus Investment Management
Vermont
$19K -$5.06K -98 -21%
HIA
861
Harbor Investment Advisory
Maryland
$18K – – –
First Manhattan
862
First Manhattan
New York
$18K – – –
GFPC
863
Global Financial Private Client
Florida
$16.3K -$90.9K -1,792 -85%
BWM
864
BerganKDV Wealth Management
Minnesota
$16K -$7.35K -146 -31%
JPLA
865
Joseph P. Lucia & Associates
New York
$16K – – –
JAM
866
JCIC Asset Management
Ontario, Canada
$16K – – –
SIC
867
Salem Investment Counselors
North Carolina
$16K +$16K +310 New
SA
868
SRH Advisors
Kansas
$15K – – –
FCT
869
Family Capital Trust
Massachusetts
$15K – – –
WOSD
870
WFA of San Diego
California
$15K +$15K +300 New
HI
871
Hoey Investments
Pennsylvania
$14K – – –
KFS
872
Kelly Financial Services
Massachusetts
$13.1K -$10.4K -205 -44%
BWL
873
Bogart Wealth LLC
Virginia
$11K -$4.92K -101 -31%
AIP
874
Ameritas Investment Partners
Nebraska
$11K – – –
PP
875
PrairieView Partners
Minnesota
$11K – – –
33 34
35
36 37