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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 %
EH
651
Equitable Holdings
New York
$336K -$59.3K -1,174 -15%
SVWAG
652
Sound View Wealth Advisors Group
Georgia
$334K -$1.37K -27 -0.4%
HWM
653
HB Wealth Management
Georgia
$334K – – –
GPA
654
Guidance Point Advisors
Massachusetts
$333K -$163K -3,218 -33%
TNB
655
Thomasville National Bank
Georgia
$330K – – –
OWM
656
OneAscent Wealth Management
Alabama
$329K -$31.3K -620 -9%
SFA
657
Sequoia Financial Advisors
Ohio
$327K -$130K -2,569 -28%
WHG
658
Westwood Holdings Group
Texas
$326K -$43.6K -864 -12%
AWM
659
Avaii Wealth Management
Wisconsin
$325K -$42.9K -848 -12%
MOS
660
MGO One Seven
Ohio
$325K +$152 +3 +0%
MHR
661
Matthew Hamilton Rosenberg
$325K +$152 +3 +0%
GA
662
Greytown Advisors
Florida
$324K – – –
SPW
663
Sonoma Private Wealth
California
$323K -$425K -8,407 -57%
CF
664
Centaurus Financial
California
$322K +$707 +14 +0.2%
BAM
665
Belpointe Asset Management
Nevada
$318K -$278K -5,496 -47%
AFO
666
Allie Family Office
Florida
$318K -$20.2K -400 -6%
CL
667
CIM LLC
New York
$316K – – –
VCAM
668
Van Cleef Asset Management
Ohio
$316K – – –
SS
669
Sunbelt Securities
Texas
$315K +$315K +6,264 New
DIA
670
Davidson Investment Advisors
Montana
$313K +$313K +6,198 New
CCM
671
Crew Capital Management
Ohio
$311K -$53.1K -1,050 -15%
AUB
672
Atlantic Union Bankshares
Virginia
$311K -$58.9K -1,165 -16%
TA
673
TrueWealth Advisors
Alabama
$310K -$150K -2,966 -33%
LWA
674
Lineweaver Wealth Advisors
Ohio
$308K -$104K -2,052 -25%
SG
675
StoneX Group
New York
$307K -$24.4K -483 -7%
25 26
27
28 29