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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
$1.47B
3
BlackRock
BlackRock
New York
$469M
4
PFO
Pathstone Family Office
New Jersey
$99.7M
5
NYLIM
New York Life Investment Management
New York
$65.4M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.08B
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$112M
3
EVM
Eaton Vance Management
Massachusetts
$1.07M
4
Ameriprise
Ameriprise
Minnesota
$198M
5
Morgan Stanley
Morgan Stanley
New York
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
876
Lehman & Derafelo Financial Resources
Pennsylvania
$10K +$10K +188 New
Bank of Montreal
877
Bank of Montreal
Ontario, Canada
$9.21K -$5.48K -107,389 -37%
MAWCM
878
Mine & Arao Wealth Creation & Management
California
$9K +$48 +1 +0.5%
CFD
879
Creative Financial Designs
Indiana
$8K – – –
PFBT
880
Parkside Financial Bank & Trust
Missouri
$7K -$7.98K -147 -53%
FMP
881
Financial Management Professionals
Texas
$7K – – –
TCOV
882
Trust Company of Vermont
Vermont
$7K +$7K +126 New
CCM
883
Chilton Capital Management
Texas
$7K +$7K +147 New
BBHC
884
Brown Brothers Harriman & Co
New York
$6K -$7.25M -145,000 -100%
LPWM
885
Lake Point Wealth Management
Texas
$5K +$5K +93 New
CAL
886
Capital Advisors Ltd
Ohio
$4K – – –
RVM
887
Robinson Value Management
Texas
$4K – – –
BW
888
Bison Wealth
Georgia
$3K -$12.5K -266 -81%
BCMLT
889
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K – – –
WB
890
Webster Bank
Connecticut
$3K – – –
IF
891
Integrity Financial
Wyoming
$3K – – –
CP
892
Castleview Partners
Texas
$2.28K -$163K -1,359 -99%
EW
893
Element Wealth
Mississippi
$2K – – –
KFI
894
Key Financial Inc
Pennsylvania
$2K +$2K +32 New
M1FG
895
Mach-1 Financial Group
Arkansas
$2K +$2K +46 New
TAIM
896
TD Ameritrade Investment Management
Nebraska
$1K – – –
BRWM
897
B. Riley Wealth Management
Tennessee
$274 +$20 +392 +8%
WIM
898
Westside Investment Management
California
$20 – – –
HCM
899
Hilton Capital Management
New York
– -$21.5M -415,775 Closed
WW
900
Westshore Wealth
California
– -$14.1M -273,377 Closed
34 35
36
37 38