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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 %
AC
301
AlphaCore Capital
California
$3.19M +$385K +7,677 +14%
CWM
302
Calamos Wealth Management
Illinois
$3.19M -$263K -5,241 -8%
NFG
303
Nations Financial Group
Iowa
$3.18M -$3.46K -69 -0.1%
GEA
304
Glen Eagle Advisors
New Jersey
$3.18M -$13K -260 -0.4%
KFP
305
KMG Fiduciary Partners
Ohio
$3.12M +$271K +5,394 +9%
GAM
306
Gemmer Asset Management
California
$3.12M -$17.3K -344 -0.6%
HAIM
307
Hunter Associates Investment Management
Pennsylvania
$3.1M -$71.3K -1,420 -2%
AC
308
Abbrea Capital
California
$3M -$302K -6,010 -9%
CSPIA
309
Cary Street Partners Investment Advisory
Virginia
$3M -$90.1K -1,795 -3%
GWM
310
Graybill Wealth Management
Illinois
$3M +$335K +6,684 +13%
SHFP
311
Second Half Financial Partners
Florida
$2.96M +$2.96M +59,007 New
GDP
312
Great Diamond Partners
Maine
$2.95M -$1.8M -35,962 -38%
AWM
313
Avior Wealth Management
Nebraska
$2.94M -$937K -18,684 -24%
Bank Julius Baer & Co
314
Bank Julius Baer & Co
Switzerland
$2.89M +$1.05M +20,921 +57%
BIA
315
Bigelow Investment Advisors
Maine
$2.88M +$2.88M +57,462 New
IAG
316
Investment Advisory Group
Massachusetts
$2.87M +$28.6K +570 +1%
SIA
317
SeaBridge Investment Advisors
New Jersey
$2.8M -$1.39M -27,795 -33%
BCM
318
Boltwood Capital Management
California
$2.77M +$76.5K +1,525 +3%
BWM
319
BerganKDV Wealth Management
Minnesota
$2.77M +$225K +4,490 +9%
GWM
320
GSB Wealth Management
Connecticut
$2.75M -$1.09M -21,675 -28%
AAS
321
Avantax Advisory Services
Texas
$2.74M -$2.21M -44,148 -45%
WCM
322
Washington Capital Management
Washington
$2.73M – – –
VFPW
323
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.72M -$5.77K -115 -0.2%
PAS
324
Park Avenue Securities
New York
$2.71M +$133K +2,642 +5%
AC
325
Apella Capital
Connecticut
$2.69M +$2.69M +53,573 New
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