IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.78%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
276
Chesley Taft & Associates
Illinois
$4.23M -$365K -7,115 -8%
AAS
277
Avantax Advisory Services
Texas
$4.21M +$1.68M +32,719 +66%
RA
278
Riversedge Advisors
Delaware
$4.19M -$2.46M -47,939 -37%
SFA
279
Source Financial Advisors
New York
$4.15M +$324K +6,318 +8%
HCC
280
Hirtle Callaghan & Co
Pennsylvania
$4.14M -$4.38M -85,385 Closed
BMM
281
Buffington Mohr McNeal
Idaho
$4.11M +$238K +4,639 +6%
WPC
282
White Pine Capital
Minnesota
$4.1M -$886K -17,437 -18%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$4.07M -$12.4K -241 -0.3%
NWA
284
New World Advisors
Massachusetts
$4.06M -$2.8M -54,582 -41%
SA
285
Strategic Advocates
Utah
$4.04M +$4.04M +78,824 New
TW
286
Trajan Wealth
Arizona
$3.94M +$3.94M +76,762 New
HPC
287
HM Payson & Co
Maine
$3.93M -$1.03K -20 -0%
MWM
288
MTC Wealth Management
Florida
$3.84M -$145K -2,835 -4%
CCT
289
Capital City Trust
Florida
$3.76M -$14.4K -280 -0.4%
GWM
290
GSB Wealth Management
Connecticut
$3.7M +$392K +7,642 +12%
AIM
291
Aspen Investment Management
Michigan
$3.69M +$420K +8,187 +13%
PJSIMP
292
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.68M -$701K -13,678 -16%
SFG
293
Sage Financial Group
Pennsylvania
$3.67M -$1.41M -27,541 -28%
KAS
294
Kestra Advisory Services
Texas
$3.66M -$73.6K -1,435 -2%
FAM
295
Forte Asset Management
New York
$3.6M +$3.6M +70,273 New
LPAM
296
Lodestar Private Asset Management
California
$3.6M -$6.67K -130 -0.2%
JWM
297
JPL Wealth Management
Colorado
$3.58M +$652K +12,720 +22%
BF
298
BOK Financial
Oklahoma
$3.56M -$16.2K -317 -0.5%
JWS
299
Juncture Wealth Strategies
Arizona
$3.54M +$108K +2,110 +3%
DSC
300
Duncker Streett & Co
Missouri
$3.48M +$103K +2,000 +3%