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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

877 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-20
Holders Change %
-2.23%
% of All Funds
13.83%
Holding in Top 10
95
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.06%
% of All Funds
1.5%
New
65
Increased
296
Reduced
378
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSTA
Japan Science & Technology Agency
Japan
+$297M
2
EWA
EP Wealth Advisors
California
+$140M
3
JHU
Johns Hopkins University
Maryland
+$87.1M
4
Northern Trust
Northern Trust
Illinois
+$77.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$77.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$300M
2
BlackRock
BlackRock
New York
-$217M
3
AssetMark Inc
AssetMark Inc
California
-$122M
4
Members Trust
Members Trust
Florida
-$91.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$65M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
251
Lodestar Private Asset Management
California
$4.92M -$1.12M -22,285 -19%
4WM
252
4J Wealth Management
Virginia
$4.89M +$56.1K +1,119 +1%
Citadel Advisors
253
Citadel Advisors
Florida
$4.89M +$1.72M +34,319 +54%
AIMU
254
Allianz Investment Management US
Minnesota
$4.85M -$502K -10,000 -9%
BSA
255
Bull Street Advisors
Georgia
$4.81M -$70.2K -1,400 -1%
PRS
256
Pinkerton Retirement Specialists
Idaho
$4.79M -$15.7K -313 -0.3%
AFG
257
ABLE Financial Group
Arizona
$4.78M +$1.8M +35,792 +60%
APIM
258
Agate Pass Investment Management
Washington
$4.74M -$127K -2,531 -3%
BWP
259
Bernardo Wealth Planning
Pennsylvania
$4.71M +$704K +14,023 +18%
RWIA
260
Roger Wittlin Investment Advisory
California
$4.66M -$10.1K -202 -0.2%
SAM
261
SP Asset Management
California
$4.58M -$449K -8,949 -9%
FWM
262
Forza Wealth Management
Florida
$4.41M – – –
SPA
263
Shore Point Advisors
New Jersey
$4.37M +$218K +4,354 +5%
TWC
264
TD Waterhouse Canada
Ontario, Canada
$4.37M -$112K -2,200 -2%
PCA
265
Providence Capital Advisors
North Carolina
$4.36M +$916K +18,251 +27%
SCA
266
Snowden Capital Advisors
New York
$4.22M +$923K +18,391 +28%
CAWM
267
Capital Advisors Wealth Management
Washington
$4.22M -$65.6K -1,308 -2%
MA
268
Mutual Advisors
Nebraska
$4.1M +$113K +2,246 +3%
IDA
269
Intelligence Driven Advisers
California
$4.09M -$65.2K -1,310 -2%
PA
270
Probity Advisors
Texas
$3.99M +$3.99M +79,565 New
HCM
271
Hollencrest Capital Management
California
$3.87M +$20.8K +414 +0.5%
MWM
272
Mascoma Wealth Management
New Hampshire
$3.85M -$7.51M -149,432 -66%
B
273
Barings
North Carolina
$3.85M – – –
HPC
274
HM Payson & Co
Maine
$3.85M -$20.1K -400 -0.5%
AIM
275
Aspen Investment Management
Michigan
$3.85M +$994K +19,813 +35%
9 10
11
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