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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 %
DZ Bank
476
DZ Bank
Germany
$966K -$37.2K -734 -4%
SA
477
SL Advisors
New Jersey
$961K – – –
RCIM
478
Red Cedar Investment Management
Michigan
$953K +$57.2K +1,132 +6%
AIFAIM
479
American Institute for Advanced Investment Management
Arizona
$944K -$349K -6,897 -27%
OIA
480
Optimum Investment Advisors
Illinois
$934K -$253K -5,000 -21%
FCA
481
FinTrust Capital Advisors
South Carolina
$932K – – –
BFA
482
Beaumont Financial Advisors
Massachusetts
$905K -$117K -2,313 -11%
PWM
483
Perigon Wealth Management
California
$894K +$3.49K +69 +0.4%
LB
484
Legacy Bridge
Iowa
$894K -$13.9K -275 -2%
SF
485
Synovus Financial
Georgia
$889K -$10.6K -209 -1%
CSIA
486
Charles Schwab Investment Advisory
California
$889K +$138K +2,722 +18%
GGI
487
Godsey & Gibb Inc
Virginia
$883K +$883K +17,470 New
SWM
488
Spire Wealth Management
Virginia
$882K +$15.5K +307 +2%
FA
489
Flagstar Advisors
New York
$882K -$27.6K -546 -3%
GT
490
Glenview Trust
Kentucky
$881K -$50.5K -1,000 -5%
AIM
491
Alhambra Investment Management
Florida
$874K +$38K +751 +5%
SSWM
492
Sheets Smith Wealth Management
North Carolina
$869K +$178K +3,531 +26%
CA
493
Continuum Advisory
Idaho
$868K -$539K -10,673 -38%
FHA
494
First Horizon Advisors
Tennessee
$861K -$161K -3,194 -16%
SP
495
Successful Portfolios
Florida
$858K -$118K -2,325 -12%
Verition Fund Management
496
Verition Fund Management
Connecticut
$856K +$856K +16,938 New
Koshinski Asset Management
497
Koshinski Asset Management
Illinois
$855K +$319K +6,314 +60%
CPP
498
Capasso Planning Partners
South Carolina
$850K -$75.6K -1,496 -8%
FUBT
499
First United Bank & Trust
Maryland
$844K -$242K -4,789 -22%
HI
500
Harbour Investments
Wisconsin
$841K -$13.5K -268 -2%
18 19
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