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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 %
WCP
951
Wick Capital Partners
Pennsylvania
– -$237K -4,579 Closed
SLWA
952
San Luis Wealth Advisors
California
– -$244K -4,537 Closed
ZB
953
Zions Bancorporation
Utah
– -$228K -4,400 Closed
NCM
954
NCM Capital Management
New Jersey
– -$225K -4,353 Closed
D
955
Diversified
Delaware
– -$223K -4,323 Closed
TCA
956
Transcend Capital Advisors
New Jersey
– -$219K -4,238 Closed
SB
957
Strategic Blueprint
Georgia
– -$216K -4,173 Closed
FHA
958
Flagship Harbor Advisors
Massachusetts
– -$216K -4,172 Closed
VC
959
Vicus Capital
Pennsylvania
– -$215K -4,156 Closed
SCA
960
STALEY CAPITAL ADVISERS
Pennsylvania
– -$215K -4,150 Closed
WAP
961
Wealthcare Advisory Partners
Pennsylvania
– -$213K -4,125 Closed
BHTS
962
Bar Harbor Trust Services
Maine
– -$211K -4,089 Closed
DTL
963
Dynamic Technology Lab
Singapore
– -$208K -4,028 Closed
GA
964
Gateway Advisory
New Jersey
– -$208K -4,023 Closed
C
965
CEDRUS
Colorado
– -$205K -3,954 Closed
WDG
966
Wealth Dimensions Group
Ohio
– -$202K -3,910 Closed
SAF
967
Smith Anglin Financial
Texas
– -$202K -3,899 Closed
LFAS
968
Level Four Advisory Services
Texas
– -$201K -3,877 Closed
SWM
969
SigFig Wealth Management
California
– -$491K -2,190 Closed
CPW
970
Crestmont Private Wealth
Texas
– -$112K -2,161 Closed
FAG
971
Fortitude Advisory Group
Washington
– -$62K -1,186 Closed
GIA
972
GHP Investment Advisors
Colorado
– -$53K -1,027 Closed
SC
973
Solstein Capital
California
– -$45K -866 Closed
EWM
974
EPG Wealth Management
Georgia
– -$44K -851 Closed
DC
975
DeDora Capital
California
– -$31K -598 Closed
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