IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
676
Integrated Investment Consultants
Michigan
$306K
SFP
677
Shepherd Financial Partners
Massachusetts
$305K
TFA
678
Triad Financial Advisors
North Carolina
$300K -$3.84K -76 -1%
IP
679
Ignite Planners
California
$297K +$27.3K +540 +10%
PWMAG
680
Pinnacle Wealth Management Advisory Group
New Jersey
$295K -$172K -3,395 -37%
SFS
681
Sowell Financial Services
Arkansas
$295K +$295K +5,834 New
HPM
682
Hoxton Planning & Management
West Virginia
$294K -$14.2K -280 -5%
DWT
683
Dorsey & Whitney Trust
South Dakota
$293K -$362K -7,156 -55%
AT
684
American Trust
Kentucky
$292K +$41.3K +1,021 +16%
WPC
685
Waters Parkerson & Co
Louisiana
$290K
CA
686
Crewe Advisors
Utah
$289K -$1.77K -35 -0.6%
T
687
TNF
Montana
$289K -$383K -7,561 -57%
BBA
688
BLB&B Advisors
Pennsylvania
$286K
BCG
689
Breakwater Capital Group
New Jersey
$284K +$284K +5,615 New
CWM
690
Congress Wealth Management
Massachusetts
$282K -$8.49K -168 -3%
AL
691
Aspiriant LLC
California
$281K +$281K +5,562 New
Lido Advisors
692
Lido Advisors
California
$281K -$6.67K -132 -2%
PCM
693
Parsons Capital Management
Rhode Island
$280K
FAFN
694
First Affirmative Financial Network
Colorado
$277K -$14K -277 -5%
HIS
695
Horizon Investment Services
Indiana
$277K -$33.2K -656 -11%
FS
696
Ferguson Shapiro
Georgia
$276K -$113K -2,240 -29%
AGP
697
Autumn Glory Partners
Texas
$272K +$49.8K +985 +22%
GWCM
698
Godshalk Welsh Capital Management
Pennsylvania
$272K +$10K +198 +4%
SW
699
SlateStone Wealth
Florida
$272K
EWM
700
Evercore Wealth Management
New York
$270K -$161K -3,180 -37%