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 %
EIA
726
Edgemoor Investment Advisors
Maryland
$245K
AF
727
Advisornet Financial
Minnesota
$245K -$48.1K -952 -16%
CGFA
728
Colton Groome Financial Advisors
North Carolina
$243K -$250K -4,953 -51%
ACP
729
Aviance Capital Partners
Florida
$241K -$21.1K -418 -8%
CWM
730
C2C Wealth Management
Arizona
$240K
GBT
731
Grove Bank & Trust
Florida
$240K -$66.3K -1,311 -22%
TI
732
Trexquant Investment
Connecticut
$237K +$237K +4,682 New
1CM
733
1492 Capital Management
Wisconsin
$236K
IWA
734
Intercontinental Wealth Advisors
Texas
$235K +$235K +4,640 New
VWM
735
Valley Wealth Managers
New Jersey
$233K +$26.4K +522 +13%
TCM
736
TD Capital Management
Tennessee
$233K
FPCP
737
Fort Point Capital Partners
California
$232K -$35.6K -705 -13%
9WM
738
9258 Wealth Management
Ohio
$229K -$10.2K -202 -4%
WDC
739
Woodward Diversified Capital
California
$228K +$228K +4,518 New
LNWWM
740
Laird Norton Wetherby Wealth Management
California
$228K
CTA
741
Colonial Trust Advisors
South Carolina
$222K +$7.58K +150 +4%
HS
742
Horan Securities
United States
$221K +$55.6K +1,101 +34%
ACP
743
Aveo Capital Partners
Colorado
$219K -$2.62M -51,873 -92%
FP
744
Financial Perspectives
Minnesota
$218K +$809 +16 +0.4%
SFO
745
Stokes Family Office
Louisiana
$217K -$214K -4,237 -50%
CIBC World Market
746
CIBC World Market
Ontario, Canada
$217K -$201K -3,965 -48%
EWM
747
EPG Wealth Management
Georgia
$217K +$174K +3,440 +404%
First Manhattan
748
First Manhattan
New York
$215K
ML
749
McAdam LLC
Pennsylvania
$214K +$214K +4,240 New
S
750
SignatureFD
Georgia
$212K +$30.3K +600 +17%