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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 %
LG
601
LaFleur & Godfrey
Michigan
$439K -$1.92M -38,005 -81%
RZH
602
Relyea Zuckerberg Hanson
Connecticut
$434K +$434K +8,591 New
PMG
603
ProVise Management Group
Florida
$433K +$433K +8,560 New
FFP
604
FourThought Financial Partners
Florida
$429K +$22.6K +448 +6%
HCA
605
Horan Capital Advisors
Ohio
$427K +$1.92K +38 +0.5%
FMN
606
Financial Management Network
California
$425K -$102K -2,021 -19%
BIAS
607
Beacon Investment Advisory Services
New Jersey
$424K -$282K -5,575 -40%
AWA
608
Arkadios Wealth Advisors
Georgia
$423K +$423K +8,377 New
DFC
609
DBK Financial Counsel
Ohio
$423K – – –
IAA
610
Ironsides Asset Advisors
North Carolina
$422K – – –
AFP
611
Ausdal Financial Partners
Iowa
$420K +$420K +8,320 New
OPWM
612
Oxinas Partners Wealth Management
Indiana
$416K +$11.5K +228 +3%
JLBC
613
J.L. Bainbridge & Co
Florida
$415K – – –
MCM
614
Mattern Capital Management
Colorado
$415K -$1.11K -22 -0.3%
NLG
615
New Legacy Group
New York
$414K – – –
AWM
616
Axxcess Wealth Management
California
$408K +$408K +8,067 New
AR
617
Advisory Research
Illinois
$408K – – –
CHAM
618
Clear Harbor Asset Management
Connecticut
$406K – – –
AWA
619
Acorn Wealth Advisors
Michigan
$405K +$188K +3,727 +87%
CCG
620
Ceeto Capital Group
Florida
$404K – – –
SL
621
SWMG LLC
Texas
$403K +$101 +2 +0%
CPRC
622
Consolidated Portfolio Review Corp
New York
$400K +$400K +7,910 New
AWM
623
Apollon Wealth Management
South Carolina
$399K -$129K -2,557 -24%
GWAM
624
Guardian Wealth Advisors (Minnesota)
Minnesota
$393K -$75K -1,484 -16%
MC
625
Middleton & Co
Massachusetts
$390K +$71.8K +1,421 +23%
23 24
25
26 27