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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 %
FGAM
826
Financial Gravity Asset Management
Texas
$23.5K -$213 -1 -0.9%
TIM
827
Thompson Investment Management
Wisconsin
$22.1K – – –
DZ Bank
828
DZ Bank
Germany
$20.7K -$942K -18,664 -98%
WIM
829
Westside Investment Management
California
$20.1K – – –
FCT
830
Family Capital Trust
Massachusetts
$18.7K – – –
IGWM
831
ICA Group Wealth Management
Colorado
$18.5K +$2.86K +57 +18%
ANBT
832
American National Bank & Trust
Texas
$18.3K – – –
HDIM
833
Hanson & Doremus Investment Management
Vermont
$18K – – –
HIA
834
Harbor Investment Advisory
Maryland
$17.6K – – –
SIS
835
Sound Income Strategies
Florida
$17.2K -$20.7K -412 -55%
RFA
836
Register Financial Advisors
Georgia
$16.4K +$100 +2 +0.6%
HI
837
Horizon Investments
North Carolina
$16.2K – – –
JAM
838
JCIC Asset Management
Ontario, Canada
$16.1K – – –
SIC
839
Salem Investment Counselors
North Carolina
$15.6K – – –
FFL
840
Financial Freedom LLC
Ohio
$15.5K -$954 -19 -6%
SA
841
SRH Advisors
Kansas
$15.2K – – –
WOSD
842
WFA of San Diego
California
$15.1K +$15.1K +300 New
CWP
843
Concord Wealth Partners
Virginia
$14.3K -$3.16K -63 -18%
LWP
844
Lumature Wealth Partners
Georgia
$14K – – –
TC
845
Truvestments Capital
Florida
$14K +$1.36K +27 +11%
HI
846
Hoey Investments
Pennsylvania
$13.6K – – –
KFS
847
Kelly Financial Services
Massachusetts
$13.4K +$100 +2 +0.8%
AWM
848
Aspire Wealth Management
Massachusetts
$12.3K +$50 +1 +0.4%
HWM
849
HighMark Wealth Management
Minnesota
$10.1K -$29.4K -584 -74%
TCOV
850
Trust Company of Vermont
Vermont
$10K +$4.47K +89 +80%
32 33
34
35 36