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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 %
DP
926
Dearborn Partners
Illinois
– -$206K -4,070 Closed
SSWM
927
Smith Salley Wealth Management
North Carolina
– -$204K -4,027 Closed
MCA
928
Martin Capital Advisors
Texas
– -$200K -3,960 Closed
CBC
929
Coombe, Bender & Co
New York
– -$175K -3,471 Closed
KSWA
930
Kathleen S. Wright Associates
Pennsylvania
– -$103K -2,030 Closed
PPC
931
Park Place Capital
Alabama
– -$76.2K -1,508 Closed
BAAM
932
Baker Avenue Asset Management
California
– -$57.6K -1,140 Closed
HT
933
Headlands Technologies
Illinois
– -$49.6K -982 Closed
BFPW
934
BOK Financial Private Wealth
Colorado
– -$45.2K -895 Closed
BA
935
Bellwether Advisors
Nebraska
– -$44.7K -884 Closed
CCP
936
Carmel Capital Partners
California
– -$42.8K -847 Closed
MFG
937
Monumental Financial Group
Maryland
– -$35K -695 Closed
AWM
938
Accel Wealth Management
Iowa
– -$33.4K -662 Closed
HFS
939
Hantz Financial Services
Michigan
– -$31K -620 Closed
JFA
940
JNBA Financial Advisors
Minnesota
– -$31.3K -620 Closed
ATC
941
Adirondack Trust Company
New York
– -$20.7K -410 Closed
WT
942
Washington Trust
Rhode Island
– -$20.2K -400 Closed
ICM
943
Islay Capital Management
Texas
– -$20.2K -400 Closed
PWM
944
Provident Wealth Management
Tennessee
– -$19K -375 Closed
EWP
945
Elevation Wealth Partners
California
– -$13.5K -267 Closed
MFA
946
McClarren Financial Advisors
Pennsylvania
– -$10K -215 Closed
FMII
947
Farmers & Merchants Investments Inc
Nebraska
– -$10.8K -214 Closed
FCA
948
Fortis Capital Advisors
Kansas
– -$10.5K -207 Closed
PCM
949
Pointe Capital Management
Michigan
– -$9.1K -180 Closed
SMA
950
Sage Mountain Advisors
Georgia
– -$7.23K -143 Closed
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