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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

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

Top Buyers

1
JHU
Johns Hopkins University
Maryland
+$508M
2
BlackRock
BlackRock
New York
+$277M
3
NI
NYL Investors
New York
+$251M
4
Ameriprise
Ameriprise
Minnesota
+$145M
5
Charles Schwab
Charles Schwab
California
+$123M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$616M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$396M
3
AssetMark Inc
AssetMark Inc
California
-$232M
4
Jane Street
Jane Street
New York
-$156M
5
Members Trust
Members Trust
Florida
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
826
Migdal Insurance & Financial Holdings
Israel
$35K – – –
MFG
827
Monumental Financial Group
Maryland
$35K +$35K +695 New
IFAM
828
Institutional & Family Asset Management
Colorado
$34.9K +$202 +4 +0.6%
MBFW
829
Morton Brown Family Wealth
Pennsylvania
$34.3K +$12.6K +249 +58%
AWM
830
Accel Wealth Management
Iowa
$33.4K +$51 +1 +0.2%
YDMI
831
Y.D. More Investments
Israel
$33.1K -$12.6K -250 -28%
JFA
832
JNBA Financial Advisors
Minnesota
$31.3K +$31.3K +620 New
HFS
833
Hantz Financial Services
Michigan
$31K +$31K +620 New
ACM
834
Antonetti Capital Management
Florida
$30.3K – – –
FA
835
Faithward Advisors
Pennsylvania
$29.6K – – –
HWA
836
HHM Wealth Advisors
Tennessee
$29.6K +$101 +2 +0.3%
MA
837
Montag & Associates
Georgia
$28.8K – – –
NRC
838
New Republic Capital
North Carolina
$28.8K +$2.43K +48 +9%
LF
839
Lee Financial
Texas
$25.4K – – –
FWM
840
Focused Wealth Management
New York
$24.7K – – –
ME
841
McIlrath & Eck
Washington
$24.6K – – –
GI
842
Gradient Investments
Minnesota
$22.6K -$9.34K -185 -29%
TIM
843
Thompson Investment Management
Wisconsin
$22.3K +$22.3K +441 New
ATC
844
Adirondack Trust Company
New York
$20.7K – – –
WT
845
Washington Trust
Rhode Island
$20.2K – – –
WIM
846
Westside Investment Management
California
$20.2K – – –
ICM
847
Islay Capital Management
Texas
$20.2K – – –
HDIM
848
Hanson & Doremus Investment Management
Vermont
$19K – – –
PWM
849
Provident Wealth Management
Tennessee
$19K +$19K +375 New
FCT
850
Family Capital Trust
Massachusetts
$18.8K +$2.78K +55 +17%
32 33
34
35 36