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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 %
BNP Paribas Financial Markets
801
BNP Paribas Financial Markets
France
$43.3K -$10M -199,836 -100%
IBOK
802
Independence Bank of Kentucky
Kentucky
$43.3K – – –
RFA
803
Resurgent Financial Advisors
Georgia
$41.4K – – –
WWM
804
Wolff Wiese Magana
California
$41.4K -$26.6K -531 -39%
JWA
805
JFS Wealth Advisors
Pennsylvania
$38.9K +$38.9K +776 New
FSWA
806
Financial Synergies Wealth Advisors
Texas
$38.6K -$38.4K -766 -50%
BBHC
807
Brown Brothers Harriman & Co
New York
$38.4K +$28.5K +569 +290%
MIFH
808
Migdal Insurance & Financial Holdings
Israel
$35K – – –
IFAM
809
Institutional & Family Asset Management
Colorado
$34.9K +$251 +5 +0.7%
YDMI
810
Y.D. More Investments
Israel
$32.9K – – –
HR
811
Howe & Rusling
New York
$32.6K +$22.5K +449 +223%
MBFW
812
Morton Brown Family Wealth
Pennsylvania
$31K -$3.01K -60 -9%
MHR
813
Matthew Hamilton Rosenberg
$30.1K -$292K -5,822 -91%
ACM
814
Antonetti Capital Management
Florida
$30.1K – – –
CFFP
815
Center for Financial Planning
Michigan
$30.1K +$30.1K +600 New
HWA
816
HHM Wealth Advisors
Tennessee
$29.5K +$201 +4 +0.7%
ODG
817
O'Dell Group
Ohio
$29.5K +$29.5K +588 New
MA
818
Montag & Associates
Georgia
$28.6K – – –
NCM
819
Northwest Capital Management
Oregon
$28.6K +$28.6K +570 New
NRC
820
New Republic Capital
North Carolina
$28.5K – – –
LF
821
Lee Financial
Texas
$25.2K – – –
FA
822
Faithward Advisors
Pennsylvania
$24.7K -$4.5K -90 -15%
FWM
823
Focused Wealth Management
New York
$24.5K – – –
ME
824
McIlrath & Eck
Washington
$24.4K – – –
FFA
825
Farther Finance Advisors
California
$24.3K -$46K -916 -65%
31 32
33
34 35