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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 %
CWA
126
Core Wealth Advisors
Florida
$15.3M +$4.29M +85,482 +39%
MSWM
127
McGlone Suttner Wealth Management
Wisconsin
$15.3M -$491K -9,782 -3%
CMP
128
Courage Miller Partners
Virginia
$14.9M +$161K +3,216 +1%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$14.9M -$2.16M -43,077 -13%
State Farm Mutual Automobile Insurance
130
State Farm Mutual Automobile Insurance
Illinois
$14.8M – – –
PFP
131
Pinnacle Financial Partners
Tennessee
$14.8M +$85.7K +1,709 +0.6%
TC
132
Telemus Capital
Michigan
$14.8M +$411K +8,187 +3%
BMD
133
Better Money Decisions
New Mexico
$14.6M +$219K +4,366 +2%
PI
134
Parkside Investments
Illinois
$14.6M -$437K -8,715 -3%
SPC
135
Sigma Planning Corp
Michigan
$14.5M +$1.06M +21,092 +8%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$14.4M -$64.5K -1,286 -0.4%
DI
137
DDFG Inc
California
$14.3M +$255K +5,083 +2%
ACA
138
Anchor Capital Advisors
Massachusetts
$14M -$472K -9,409 -3%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$14M – – –
JIR
140
James Investment Research
Ohio
$13.9M -$388K -7,725 -3%
CPIG
141
Chicago Partners Investment Group
Illinois
$13.9M +$1.11M +22,255 +9%
RA
142
Riversedge Advisors
Delaware
$13.9M +$9.49M +189,249 +216%
LFG
143
Larson Financial Group
Missouri
$13.5M -$302K -6,022 -2%
AA
144
Argent Advisors
Louisiana
$13.3M +$933K +18,593 +8%
GC
145
Guggenheim Capital
Illinois
$13.3M +$1.08M +21,560 +9%
CAN
146
Cetera Advisor Networks
California
$13.3M +$3.44M +68,491 +35%
SRC
147
Shufro Rose & Co
New York
$13.1M -$296K -5,897 -2%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$12.8M +$40.5K +800 +0.3%
CCA
149
Catalyst Capital Advisors
New York
$12.8M +$745K +14,850 +6%
KAS
150
Kestra Advisory Services
Texas
$12.8M +$8.57M +170,858 +205%
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