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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

897 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 401 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.36%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.57%
New
93
Increased
265
Reduced
401
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K

Top Buyers

1
JHU
Johns Hopkins University
Maryland
+$508M
2
BlackRock
BlackRock
New York
+$277M
3
NI
NYL Investors
New York
+$251M
4
Ameriprise
Ameriprise
Minnesota
+$145M
5
Charles Schwab
Charles Schwab
California
+$123M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$616M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$396M
3
AssetMark Inc
AssetMark Inc
California
-$232M
4
Jane Street
Jane Street
New York
-$156M
5
Members Trust
Members Trust
Florida
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
326
Gradient Capital Advisors
California
$2.87M -$539K -10,672 -16%
IAG
327
Investment Advisory Group
Massachusetts
$2.87M +$420K +8,316 +17%
WA
328
Wambolt & Associates
Colorado
$2.86M -$454K -8,974 -14%
AC
329
AlphaCore Capital
California
$2.83M +$2.46M +48,746 +674%
WCM
330
Washington Capital Management
Washington
$2.75M – – –
VFPW
331
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.75M -$229K -4,524 -8%
CC
332
Courier Capital
New York
$2.72M +$15.2K +300 +0.6%
BCM
333
Boltwood Capital Management
California
$2.71M +$671K +13,285 +33%
BFEC
334
Benjamin F. Edwards & Company
Missouri
$2.71M -$29.8M -590,681 -92%
GWM
335
Graybill Wealth Management
Illinois
$2.68M +$8.39K +166 +0.3%
BWA
336
BDO Wealth Advisors
Florida
$2.66M -$225K -4,447 -8%
PAS
337
Park Avenue Securities
New York
$2.6M -$2.61M -51,710 -50%
AG
338
Ascent Group
Virginia
$2.57M -$1.59M -31,482 -38%
BWM
339
BerganKDV Wealth Management
Minnesota
$2.56M +$2.54M +50,244 +12,020%
WB
340
WesBanco Bank
West Virginia
$2.56M -$539K -10,662 -17%
HF
341
HRT Financial
New York
$2.52M +$2.52M +49,811 New
DC
342
Davenport & Co
Virginia
$2.51M -$204K -4,033 -8%
SFG
343
Summit Financial Group
West Virginia
$2.51M -$182K -3,600 -7%
AA
344
Alesco Advisors
New York
$2.48M -$139K -2,755 -5%
BCV
345
Banque Cantonale Vaudoise
Switzerland
$2.46M – – –
RIG
346
RiverFront Investment Group
Virginia
$2.42M +$2.22M +43,966 +1,098%
AWS
347
AJ Wealth Strategies
New York
$2.4M – – –
OIA
348
OneDigital Investment Advisors
Kansas
$2.39M +$167K +3,306 +8%
SFA
349
Source Financial Advisors
New York
$2.37M +$2.37M +46,929 New
BPA
350
Beacon Pointe Advisors
California
$2.37M -$68.7K -1,359 -3%
12 13
14
15 16