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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 %
TF
776
TimeScale Financial
Massachusetts
$76.2K +$602 +12 +0.8%
WFA
777
WestHill Financial Advisors
California
$76.1K – – –
CFO
778
CVA Family Office
Colorado
$73.2K – – –
RLIM
779
Red Lighthouse Investment Management
New York
$71.4K – – –
CHC
780
City Holding Co
West Virginia
$71.2K – – –
WCM
781
Wunderlich Capital Managemnt
Tennessee
$70K – – –
BTI
782
Blue Trust Inc
Georgia
$69K -$383K -7,549 -85%
LFA
783
LGT Financial Advisors
Texas
$68.2K +$68.2K +1,360 New
PCMC
784
Private Capital Management (Colorado)
Colorado
$65.3K – – –
CIA
785
Cape Investment Advisory
Georgia
$65.1K +$2.51K +50 +4%
RIA
786
Realta Investment Advisors
Delaware
$63.8K +$63.8K +1,272 New
BWP
787
Baldwin Wealth Partners
Massachusetts
$60.2K – – –
CTB
788
Country Trust Bank
Illinois
$56.4K – – –
TWM
789
Tradition Wealth Management
Minnesota
$56K -$10.6K -213 -16%
TAM
790
Tucker Asset Management
Colorado
$53.8K -$25.8K -515 -32%
S
791
SignatureFD
Georgia
$50.7K -$160K -3,190 -76%
NL
792
NVWM LLC
Pennsylvania
$50.2K – – –
CB
793
CNB Bank
Pennsylvania
$50.2K – – –
SSG
794
Summit Securities Group
New York
$50K – – –
OC
795
Oakworth Capital
Alabama
$48.2K – – –
FWP
796
FAS Wealth Partners
Kansas
$47.8K +$12.1K +242 +34%
GA
797
GoalVest Advisory
New York
$46.9K +$46.9K +934 New
CAL
798
Capital Advisors Ltd
Ohio
$45K – – –
CP
799
Castleview Partners
Texas
$44.2K -$5.02K -100 -10%
CSC
800
Caldwell Sutter Capital
California
$44K +$44K +877 New
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