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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 %
SCM
701
Seascape Capital Management
New Hampshire
$246K – – –
EAM
702
Evanson Asset Management
California
$245K +$1.91K +38 +0.8%
AF
703
Advisornet Financial
Minnesota
$244K +$1.46K +29 +0.6%
MGIA
704
Matthew Goff Investment Advisor
Texas
$244K -$16.2K -322 -6%
EIA
705
Edgemoor Investment Advisors
Maryland
$243K – – –
IP
706
Ignite Planners
California
$240K -$52.3K -1,050 -18%
BF
707
Brooklyn FI
New York
$240K +$7.68K +153 +3%
ACP
708
Aviance Capital Partners
Florida
$239K – – –
CWM
709
C2C Wealth Management
Arizona
$239K – – –
GBT
710
Grove Bank & Trust
Florida
$238K – – –
ML
711
McAdam LLC
Pennsylvania
$237K +$24K +478 +11%
AFP
712
Ausdal Financial Partners
Iowa
$236K -$182K -3,622 -44%
SWM
713
Selective Wealth Management
Virginia
$235K +$235K +4,703 New
1CM
714
1492 Capital Management
Wisconsin
$234K – – –
IWA
715
Intercontinental Wealth Advisors
Texas
$233K – – –
TCM
716
TD Capital Management
Tennessee
$231K – – –
WDC
717
Woodward Diversified Capital
California
$231K +$4.32K +86 +2%
FPCP
718
Fort Point Capital Partners
California
$230K – – –
RPA
719
Rock Point Advisors
Vermont
$229K +$229K +4,573 New
TF
720
Trek Financial
Arizona
$228K -$28.5K -568 -11%
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$226K – – –
DWP
722
Destiny Wealth Partners
Florida
$224K -$20.1K -400 -8%
HS
723
Horan Securities
United States
$221K +$1.81K +36 +0.8%
CTA
724
Colonial Trust Advisors
South Carolina
$221K – – –
WPA
725
West Paces Advisors
Georgia
$220K +$211K +4,196 +2,256%
27 28
29
30 31