IGSB icon

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.

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
1
Japan Science & Technology Agency
Japan
$1.07B
2
EWA
2
EP Wealth Advisors
California
$144M
3
JHU
3
Johns Hopkins University
Maryland
$1.48B
4
Northern Trust
4
Northern Trust
Illinois
$837M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$148M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.12B
2
BlackRock
2
BlackRock
New York
$289M
3
AssetMark Inc
3
AssetMark Inc
California
$101M
4
Members Trust
4
Members Trust
Florida
$131M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
76
Huntington National Bank
Ohio
$26.8M -$36.1M – –
HighTower Advisors
77
HighTower Advisors
Illinois
$25.8M +$131K +2,600 +0.5%
RWM
78
Ritholtz Wealth Management
New York
$25.6M +$1.71M +34,061 +7%
LFS
79
Lutz Financial Services
Nebraska
$25.4M +$318K +6,336 +1%
GC
80
Gilbert & Cook
Iowa
$25.1M +$1.89M +37,687 +8%
CG
81
Colony Group
Massachusetts
$24.3M +$920K +18,335 +4%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$23.7M +$19.2M +382,683 +427%
FG
83
Fiduciary Group
Georgia
$23.6M +$118K +2,347 +0.5%
PPW
84
Presilium Private Wealth
Pennsylvania
$23.5M +$1.72M +34,381 +8%
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$23.4M +$480K +9,570 +2%
MAS
86
Meeder Advisory Services
Ohio
$23.3M +$23.3M +464,732 New
RVPG
87
Relative Value Partners Group
$23.3M +$831K +16,555 +4%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$23.1M -$4.94M -98,387 -18%
ST
89
Sabal Trust
Florida
$22.9M -$136K -2,705 -0.6%
CC
90
Courier Capital
New York
$22.3M +$19.6M +390,110 +726%
Kayne Anderson Rudnick Investment Management
91
Kayne Anderson Rudnick Investment Management
California
$22M +$3.02M +60,238 +16%
PP
92
PDS Planning
Ohio
$21.9M +$1.44M +28,639 +7%
BHWM
93
Bar Harbor Wealth Management
New Hampshire
$21.6M -$3.56M -70,943 -14%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$21.3M +$1.77M +35,282 +9%
AWM
95
AE Wealth Management
Kansas
$20.8M +$527K +10,505 +3%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$20.8M +$5.77M +115,000 +38%
NCM
97
Nelson Capital Management
California
$20.7M +$14.8M +294,927 +252%
VRM
98
Vectors Research Management
New York
$20.5M -$3.84M -76,594 -16%
BCA
99
Bray Capital Advisors
Florida
$20.1M +$47.2K +940 +0.2%
Deutsche Bank
100
Deutsche Bank
Germany
$19.6M -$4.14M -82,600 -17%
2 3
4
5 6