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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 %
VIA
126
Vantagepoint Investment Advisers
District of Columbia
$13.6M +$13.6M +269,710 New
GF
127
Goodman Financial
Texas
$13.6M +$13.6M +268,402 New
BWA
128
BlueSky Wealth Advisors
North Carolina
$13.3M +$8.38M +165,761 +170%
CCA
129
Clearwater Capital Advisors
Illinois
$13.3M -$579K -11,457 -4%
TC
130
Telemus Capital
Michigan
$13.1M -$669K -13,241 -5%
CIP
131
Capital Insight Partners
Arizona
$13.1M -$1.7M -33,711 -11%
CMP
132
Courage Miller Partners
Virginia
$12.9M -$12.9M -254,781 -50%
OAM
133
Oak Asset Management
California
$12.9M +$12.9M +254,773 New
GC
134
Guggenheim Capital
Illinois
$12.6M +$103K +2,030 +0.8%
WF
135
Welch & Forbes
Massachusetts
$12.6M -$821K -16,240 -6%
TWP
136
Total Wealth Planning
Ohio
$12.5M +$6.82M +134,982 +121%
VCM
137
Vision Capital Management
Oregon
$12.3M +$244K +4,834 +2%
PFP
138
Pinnacle Financial Partners
Tennessee
$11.9M +$632K +12,497 +6%
FFG
139
Fullen Financial Group
Ohio
$11.9M -$132K -2,612 -1%
SEM
140
Strategic Equity Management
Arizona
$11.8M +$11.8M +233,658 New
GGS
141
Galvin Gaustad & Stein
Arizona
$11.7M -$383K -7,578 -3%
Betterment LLC
142
Betterment LLC
New York
$11.6M +$734K +14,511 +7%
PCIA
143
Prime Capital Investment Advisors
Kansas
$11.6M +$264K +5,231 +2%
SFG
144
StrategIQ Financial Group
Indiana
$11.5M -$208K -4,113 -2%
LI
145
LMCG Investments
Massachusetts
$11.5M +$53.1K +1,050 +0.5%
CW
146
Connectus Wealth
Ohio
$11.4M +$4.23M +83,630 +59%
SW
147
SVB Wealth
Massachusetts
$11.2M +$1.37M +27,121 +14%
WPC
148
White Pine Capital
Minnesota
$11.1M -$1.42M -28,009 -11%
DAM
149
Delta Asset Management
Tennessee
$11M -$417K -8,240 -4%
SFS
150
Strategic Financial Services
New York
$11M +$11M +217,862 New
4 5
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