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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.

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
1
Japan Science & Technology Agency
Japan
$1.07B
2
EWA
2
EP Wealth Advisors
California
$144M
3
JHU
3
Johns Hopkins University
Maryland
$1.48B
4
Northern Trust
4
Northern Trust
Illinois
$837M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$148M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.12B
2
BlackRock
2
BlackRock
New York
$289M
3
AssetMark Inc
3
AssetMark Inc
California
$101M
4
Members Trust
4
Members Trust
Florida
$131M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$112M -$10M -199,880 -8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$101M -$447K -8,916 -0.4%
AssetMark Inc
28
AssetMark Inc
California
$101M -$122M -2,426,706 -55%
PFA
29
Pure Financial Advisors
California
$96.7M +$12.8M +256,042 +15%
MD
30
Money Design
Japan
$87.6M +$7.27M +144,927 +9%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$86.8M +$3.33M +66,396 +4%
HTC
32
Haverford Trust Company
Pennsylvania
$85.6M +$1.84M +36,711 +2%
OCM
33
One Capital Management
California
$81.4M -$3.81M -75,857 -4%
KeyBank National Association
34
KeyBank National Association
Ohio
$80.7M -$356K -7,095 -0.4%
SLF
35
Sun Life Financial
Ontario, Canada
$75.7M – – –
BB
36
Busey Bank
Illinois
$72.4M +$2.12M +42,353 +3%
FT
37
Fiduciary Trust
Massachusetts
$72M -$957K -19,079 -1%
UCFA
38
United Capital Financial Advisors
Texas
$71.1M +$27.4M +545,619 +63%
US Bancorp
39
US Bancorp
Minnesota
$67.2M -$4.93M -98,347 -7%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$65.2M +$6.25M +124,521 +11%
DWM
41
Destination Wealth Management
California
$60.9M +$1.73M +34,499 +3%
LPL Financial
42
LPL Financial
California
$59.8M -$19.8M -393,991 -25%
Mariner
43
Mariner
Kansas
$53.4M +$1.71M +34,027 +3%
UBV
44
United Bank (Virginia)
Virginia
$52.4M +$9.56M +190,483 +22%
GI
45
Gradient Investments
Minnesota
$51.8M +$51.8M +1,031,774 +230,822%
BFM
46
Boston Financial Management
Massachusetts
$49.2M -$252K -5,024 -0.5%
SMFG
47
Sumitomo Mitsui Financial Group
Japan
$49.1M +$1.97M +39,183 +4%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$48.5M +$135K +2,684 +0.3%
KAM
49
Kensington Asset Management
Texas
$46.7M +$46.7M +930,000 New
BSB
50
Bangor Savings Bank
Maine
$46.3M -$4.77M -95,145 -9%
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