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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 %
SSC
901
Syverson Strege & Co
Iowa
$116 – – –
SFM
902
Soros Fund Management
New York
– -$49.8M -1,000,000 Closed
OMC
903
Old Mission Capital
Illinois
– -$12.2M -244,416 Closed
EE
904
EWG Elevate
California
– -$11M -221,557 Closed
VIA
905
Vantagepoint Investment Advisers
District of Columbia
– -$8.58M -172,270 Closed
EC
906
Estate Counselors
Wisconsin
– -$8.13M -163,100 Closed
VHAM
907
Van Hulzen Asset Management
California
– -$7.62M -152,913 Closed
CCFM
908
Clear Creek Financial Management
Washington
– -$6.96M -139,621 Closed
CIM
909
Confluence Investment Management
Missouri
– -$5.44M -109,249 Closed
HSA
910
HBK Sorce Advisory
Pennsylvania
– -$3.06M -61,414 Closed
BCM
911
Beaumont Capital Management
Massachusetts
– -$2.96M -59,345 Closed
LOPW
912
Live Oak Private Wealth
North Carolina
– -$2.74M -55,024 Closed
HKAM
913
Horizon Kinetics Asset Management
New York
– -$2.69M -54,000 Closed
KWA
914
KCS Wealth Advisory
California
– -$2.48M -49,860 Closed
CS
915
Comerica Securities
Michigan
– -$2.3M -46,242 Closed
TAM
916
Tocqueville Asset Management
New York
– -$1.55M -31,205 Closed
RCG
917
Rock Creek Group
District of Columbia
– -$1.31M -26,205 Closed
JC
918
JB Capital
Connecticut
– -$932K -18,702 Closed
SHGA
919
Sand Hill Global Advisors
California
– -$888K -17,824 Closed
AIA
920
Avalon Investment & Advisory
Texas
– -$839K -16,836 Closed
WIM
921
WealthPlan Investment Management
Nebraska
– -$716K -14,261 Closed
SFFS
922
Stonehage Fleming Financial Services
Jersey
– -$690K -13,848 Closed
SW
923
SteelPeak Wealth
California
– -$669K -13,423 Closed
PP
924
Prudential plc
United Kingdom
– -$598K -12,000 Closed
SCA
925
SMH Capital Advisors
Texas
– -$587K -11,789 Closed
35 36
37
38 39