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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 %
ERIM
926
Eagle Ridge Investment Management
Connecticut
– -$516K -9,978 Closed
MA
927
MAS Advisors
Florida
– -$512K -9,900 Closed
5L
928
55I LLC
Massachusetts
– -$437K -8,441 Closed
RT
929
Rockland Trust
Massachusetts
– -$414K -8,000 Closed
LAS
930
LWM Advisory Services
Florida
– -$403K -7,791 Closed
FAIM
931
Financial Advocates Investment Management
Washington
– -$350K -6,764 Closed
CL
932
Choreo LLC
Illinois
– -$345K -6,671 Closed
NEWAS
933
N.E.W. Advisory Services
Wisconsin
– -$354K -6,499 Closed
Principal Financial Group
934
Principal Financial Group
Iowa
– -$335K -6,471 Closed
WA
935
WBH Advisory
Maryland
– -$329K -6,455 Closed
SNB
936
Security National Bank
Nebraska
– -$315K -6,091 Closed
KC
937
Kingfisher Capital
North Carolina
– -$302K -5,838 Closed
SC
938
Savant Capital
Illinois
– -$296K -5,732 Closed
DPI
939
Diversified Portfolios Inc
Michigan
– -$296K -5,719 Closed
HPC
940
Hobart Private Capital
North Carolina
– -$295K -5,710 Closed
HFS
941
Haverford Financial Services
Pennsylvania
– -$277K -5,363 Closed
TI
942
tru Independence
Oregon
– -$276K -5,335 Closed
TPA
943
Trivium Point Advisory
Connecticut
– -$271K -5,282 Closed
MPW
944
MA Private Wealth
California
– -$259K -5,001 Closed
TB
945
Terril Brothers
Missouri
– -$246K -4,750 Closed
SWA
946
Stratos Wealth Advisors
Ohio
– -$243K -4,702 Closed
FC
947
Fusion Capital
South Carolina
– -$241K -4,666 Closed
CF
948
Centaurus Financial
California
– -$240K -4,634 Closed
WWM
949
Windsor Wealth Management
Indiana
– -$237K -4,628 Closed
PCM
950
Penserra Capital Management
California
– -$237K -4,585 Closed
36 37
38
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