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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
$1.07B
2
EWA
EP Wealth Advisors
California
$144M
3
JHU
Johns Hopkins University
Maryland
$1.48B
4
Northern Trust
Northern Trust
Illinois
$837M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$148M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.12B
2
BlackRock
BlackRock
New York
$289M
3
AssetMark Inc
AssetMark Inc
California
$101M
4
Members Trust
Members Trust
Florida
$131M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
751
Archer Investment Corporation
Indiana
$168K – – –
CA
752
Centerpoint Advisors
Massachusetts
$165K -$37.4K -743 -18%
PTC
753
Private Trust Company
Ohio
$138K – – –
GFL
754
Granite FO LLC
New Hampshire
$136K – – –
AA
755
Ancora Advisors
Ohio
$131K +$502 +10 +0.4%
CPG
756
Cornerstone Planning Group
New Jersey
$127K +$127K +2,534 New
SIM
757
Studio Investment Management
Illinois
$118K – – –
WP
758
WealthShield Partners
North Carolina
$116K -$71.7K -1,429 -38%
RI
759
Ridgewood Investments
New Jersey
$106K – – –
AAM
760
Advisors Asset Management
Colorado
$101K -$104K -2,075 -51%
CLOS
761
Compagnie Lombard Odier SCmA
Switzerland
$97.4K – – –
CB
762
Community Bank
New York
$95.3K – – –
ACA
763
Atlas Capital Advisors
Wyoming
$92K +$75.1K +1,497 +446%
FA
764
Fiduciary Alliance
South Carolina
$91.3K +$91.3K +1,819 New
TFGT
765
TS Financial Group (TSFG)
Illinois
$90K +$15.1K +300 +20%
RMA
766
Roffman Miller Associates
Pennsylvania
$89.1K +$89.1K +1,776 New
PWMG
767
Prestige Wealth Management Group
New Jersey
$87.3K – – –
NFSG
768
Newbridge Financial Services Group
Florida
$85.3K -$6.42K -128 -7%
CSWM
769
Cassady Schiller Wealth Management
Ohio
$85.3K – – –
LWANC
770
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.2K +$652 +13 +0.8%
VCM
771
Vigilant Capital Management
Maine
$85K +$24.2K +480 +40%
AA
772
AlphaCentric Advisors
Puerto Rico
$83.5K +$23.4K +467 +39%
RA
773
Rise Advisors
New York
$83.2K +$652 +13 +0.8%
PAIM
774
Punch & Associates Investment Management
Minnesota
$80K +$80K +1,594 New
MCA
775
Maryland Capital Advisors
Maryland
$77.6K -$16.2K -322 -17%
29 30
31
32 33