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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

923 hedge funds and large institutions have $15.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 393 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-19
Holders Change %
-2.02%
% of All Funds
14.61%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.5%
New
90
Increased
296
Reduced
393
Closed
99
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B
2
AssetMark Inc
2
AssetMark Inc
California
$349M
3
ACG
3
Arch Capital Group
Bermuda
$280M
4
Goldman Sachs
4
Goldman Sachs
New York
$532M
5
RH
5
RenaissanceRe Holdings
Bermuda
$51.7M

Top Sellers

1
BBHC
1
Brown Brothers Harriman & Co
New York
$7.51M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$343M
3
LPL Financial
3
LPL Financial
California
$73.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$526M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
76
Greenwood Gearhart
Arkansas
$27.9M +$6.43M +124,405 +30%
CCA
77
Catalyst Capital Advisors
New York
$27.9M +$2.32M +44,890 +9%
PI
78
PFS Investments
Georgia
$27.3M +$1.97M +38,094 +8%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$27.2M +$4.11M +79,451 +18%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$26.9M -$43.2M -831,094 -62%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$26.7M -$5.45M -105,389 -17%
CMP
82
Courage Miller Partners
Virginia
$26.4M +$13.6M +263,691 +107%
AAMC
83
Asset Allocation & Management Company
Illinois
$26.3M -$20.7M -400,000 -44%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$26.3M +$2.14M +41,286 +9%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$26.1M +$24.7M +484,614 +1,737%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$25M +$2.74M +53,025 +12%
TH
87
TCTC Holdings
Texas
$24.9M -$21.4K -414 -0.1%
ST
88
Sabal Trust
Florida
$24.9M +$2.29M +44,198 +10%
AI
89
Atria Investments
North Carolina
$24.2M +$14.9M +287,839 +160%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$24.1M -$1.88M -36,368 -7%
LFS
91
Lutz Financial Services
Nebraska
$24M +$3.51M +67,843 +17%
COCM
92
Charter Oak Capital Management
New Hampshire
$24M +$877K +17,020 +4%
RVPG
93
Relative Value Partners Group
$23.7M +$10.9M +211,262 +86%
RWM
94
Ritholtz Wealth Management
New York
$23M +$2.28M +44,115 +11%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$22.6M -$7.96M -153,921 -26%
HVIA
96
Hudson Valley Investment Advisors
New York
$22.3M +$22.3M +432,097 New
BCA
97
Bray Capital Advisors
Florida
$22M +$2.55M +49,340 +13%
JIR
98
James Investment Research
Ohio
$22M -$1.42M -27,523 -6%
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$21.8M +$14.5M +279,437 +196%
HCM
100
Hilton Capital Management
New York
$21.5M +$234K +4,531 +1%
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4
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