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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

867 hedge funds and large institutions have $14.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 278 increasing their positions, 383 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-31
Holders Change %
-3.45%
% of All Funds
14.99%
Holding in Top 10
117
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.36%
% of All Funds
2.02%
New
61
Increased
278
Reduced
383
Closed
82
Calls
$237K
Puts
–
Net Calls
+$237K
Net Calls Change
+$338K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
2
JHU
Johns Hopkins University
Maryland
$759M
3
PFO
Pathstone Family Office
New Jersey
$177M
4
BlackRock
BlackRock
New York
$531M
5
Bank of America
Bank of America
North Carolina
$486M

Top Sellers

1
MYLI
Meiji Yasuda Life Insurance
Japan
$0
2
Members Trust
Members Trust
Florida
$339M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$17.7M
4
SL
Summitry LLC
California
$711K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$93.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMD
126
Better Money Decisions
New Mexico
$13.4M -$73.1K -1,483 -0.5%
EWM
127
Endurance Wealth Management
Rhode Island
$13.3M -$213K -4,324 -2%
CMP
128
Courage Miller Partners
Virginia
$13.1M +$500K +10,143 +4%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$13M -$655K -13,300 -5%
MML Investors Services
130
MML Investors Services
Massachusetts
$12.8M -$2.03M -41,226 -14%
CIP
131
Capital Insight Partners
Arizona
$12.8M +$19.4K +394 +0.2%
GGS
132
Galvin Gaustad & Stein
Arizona
$12.6M +$1.15M +23,397 +10%
IA
133
IFP Advisors
Florida
$12.4M +$1.87M +17,996 +18%
SAM
134
Stone Asset Management
Texas
$12.3M +$2.27M +46,035 +23%
BWA
135
BlueSky Wealth Advisors
North Carolina
$12M -$1.02M -20,616 -8%
WWM
136
WJ Wealth Management
Arizona
$11.8M +$6.33M +128,320 +115%
PJSIMP
137
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.8M +$1.29M +26,447 +12%
AWM
138
AE Wealth Management
Kansas
$11.7M +$1.76M +35,752 +18%
SFG
139
StrategIQ Financial Group
Indiana
$11.7M +$448K +9,088 +4%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$11.7M +$1.12M +22,795 +11%
Betterment LLC
141
Betterment LLC
New York
$11.6M – – –
AA
142
Argent Advisors
Louisiana
$11.6M +$11.6M +235,522 New
PFP
143
Pinnacle Financial Partners
Tennessee
$11.5M -$71.1K -1,442 -0.6%
GC
144
Guggenheim Capital
Illinois
$11.4M -$957K -19,424 -8%
FFG
145
Fullen Financial Group
Ohio
$11.3M -$199K -4,051 -2%
WP
146
WMS Partners
Maryland
$11.3M +$10.1M +205,102 +840%
GIM
147
Goelzer Investment Management
Indiana
$11.2M +$726K +14,734 +7%
LI
148
LMCG Investments
Massachusetts
$11M -$190K -3,856 -2%
WF
149
Welch & Forbes
Massachusetts
$10.8M -$1.4M -28,430 -11%
VIA
150
Vantagepoint Investment Advisers
District of Columbia
$10.8M -$2.46M -49,970 -19%
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