IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
376
Signet Financial Management
New Jersey
$1.7M -$49.4K -985 -3%
OHWP
377
Oak Harbor Wealth Partners
North Carolina
$1.69M
RWM
378
Rockwood Wealth Management
Pennsylvania
$1.68M +$16.2K +322 +1%
RWP
379
RWA Wealth Partners
Massachusetts
$1.67M +$1.67M +33,354 New
PWA
380
Physician Wealth Advisors
Utah
$1.67M +$6.59K +132 +0.4%
VT
381
Vise Technologies
New York
$1.66M +$39K +778 +2%
MNBTD
382
Moody National Bank Trust Division
Texas
$1.65M +$149K +2,979 +10%
SWP
383
Strategic Wealth Partners
Ohio
$1.63M +$37.3K +743 +2%
PA
384
Pinnacle Associates
New York
$1.62M -$23.7K -472 -1%
ADBIC
385
A.D. Beadell Investment Counsel
Wisconsin
$1.62M -$40.1K -800 -2%
PBO
386
Peoples Bank (Ohio)
Ohio
$1.6M -$354K -7,062 -18%
PF
387
Phoenix Financial
Israel
$1.58M -$224K -4,466 -12%
SFG
388
Sovereign Financial Group
Connecticut
$1.58M +$132K +2,628 +9%
FWC
389
First Washington Corp
Washington
$1.58M
SAM
390
Strategy Asset Managers
California
$1.57M -$193K -3,837 -11%
TPW
391
Transatlantique Private Wealth
New York
$1.56M -$79.3K -1,581 -5%
AIA
392
Armor Investment Advisors
North Carolina
$1.55M -$342K -6,811 -18%
PA
393
Procyon Advisors
Connecticut
$1.55M +$43.4K +866 +3%
NL
394
NWAM LLC
Washington
$1.54M -$511K -10,187 -25%
EGA
395
Eagle Global Advisors
Texas
$1.54M -$72.5K -1,445 -4%
LBC
396
Lowe Brockenbrough & Co
Virginia
$1.53M -$133K -2,650 -8%
ZIM
397
Zacks Investment Management
Illinois
$1.51M -$228K -4,548 -13%
TFP
398
Tilia Fiduciary Partners
North Carolina
$1.51M +$65K +1,296 +5%
FA
399
Flagstar Advisors
New York
$1.49M +$611K +12,172 +70%
WSTAM
400
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M +$853 +17 +0.1%