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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 %
SWM
551
Seed Wealth Management
Illinois
$529K -$79.3K -1,580 -13%
HWM
552
Howard Wealth Management
Connecticut
$529K -$53.6K -1,068 -9%
RIA
553
Regal Investment Advisors
Michigan
$526K -$22.2K -443 -4%
PMG
554
ProVise Management Group
Florida
$522K +$92.8K +1,849 +22%
SB
555
Simmons Bank
Arkansas
$519K +$15.5K +309 +3%
SG
556
StoneX Group
New York
$517K +$213K +4,243 +70%
JCM
557
Janney Capital Management
Pennsylvania
$515K -$8.54K -170 -2%
NB
558
NBT Bank
New York
$515K +$176K +3,500 +52%
MLM
559
Mount Lucas Management
Pennsylvania
$514K +$179K +3,559 +53%
BCM
560
Brookstone Capital Management
Illinois
$513K -$35.7K -717 -7%
CAG
561
Curtis Advisory Group
California
$512K -$257K -5,113 -33%
Millennium Management
562
Millennium Management
New York
$511K -$3.33M -66,473 -87%
LFAS
563
Level Four Advisory Services
Texas
$506K +$506K +10,076 New
NAM
564
Nationwide Asset Management
Ohio
$504K – – –
AWA
565
AmeriServ Wealth Advisors
Pennsylvania
$503K +$503K +10,030 New
BFW
566
Brady Family Wealth
Missouri
$502K -$42K -838 -8%
TSA
567
Tri-Star Advisors
Texas
$499K – – –
SP
568
Successful Portfolios
Florida
$498K -$353K -7,041 -41%
USCWA
569
U.S. Capital Wealth Advisors
Texas
$497K – – –
AWA
570
Acorn Wealth Advisors
Michigan
$497K +$95.7K +1,908 +24%
CPA
571
Cardiff Park Advisors
California
$497K +$12.2K +244 +3%
AIP
572
Ameritas Investment Partners
Nebraska
$485K -$23.6K -471 -5%
SWA
573
Sutton Wealth Advisors
Florida
$483K -$13.1K -261 -3%
AWM
574
AllSquare Wealth Management
New York
$481K – – –
WS
575
Wedbush Securities
California
$480K +$23.5K +468 +5%
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