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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.

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 %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$19.5M +$437K +8,713 +2%
BC
102
Bartlett & Co
Ohio
$19.5M +$437K +8,713 +2%
SPIA
103
Steward Partners Investment Advisory
New York
$19.1M +$92.6K +1,846 +0.5%
ASW
104
Astoria Strategic Wealth
Texas
$18.9M -$74.5K -1,485 -0.4%
HVIA
105
Hudson Valley Investment Advisors
New York
$18.8M -$21.1K -420 -0.1%
GFA
106
Gallagher Fiduciary Advisors
Illinois
$18.7M +$395K +7,872 +2%
ST
107
Smithfield Trust
Pennsylvania
$18.5M +$1.21M +24,015 +7%
BMM
108
Buffington Mohr McNeal
Idaho
$18.5M -$1.48M -29,540 -7%
AFS
109
Amtrust Financial Services
New York
$18.5M – – –
SW
110
SVB Wealth
Massachusetts
$18.3M -$220K -4,378 -1%
PCIA
111
Prime Capital Investment Advisors
Kansas
$17.9M +$3.03M +60,450 +20%
RMDI
112
R.M. Davis Inc
Maine
$17.9M -$2.44M -48,732 -12%
TH
113
TCTC Holdings
Texas
$17.8M -$1.4M -27,968 -7%
AIM
114
Acropolis Investment Management
Missouri
$17.8M +$1.48M +29,585 +9%
FEG
115
Fund Evaluation Group
Ohio
$17.8M -$316K -6,293 -2%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$17.6M -$1.83M -36,554 -9%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$17.3M -$65M -1,295,943 -79%
COCM
118
Charter Oak Capital Management
New Hampshire
$17M -$383K -7,639 -2%
AIMC
119
Alley Investment Management Company
Illinois
$16.4M +$181K +3,615 +1%
DIP
120
DT Investment Partners
Pennsylvania
$16.2M +$468K +9,352 +3%
SWP
121
Summit Wealth Partners
Florida
$16.2M +$205K +4,087 +1%
DCM
122
Dimension Capital Management
Florida
$16M -$735K -14,647 -4%
MWA
123
MFA Wealth Advisors
Pennsylvania
$16M +$253K +5,045 +2%
CCM
124
Canal Capital Management
Virginia
$15.9M +$685K +13,654 +4%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$15.7M -$828K -16,501 -5%
3 4
5
6 7