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.

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 %
MML Investors Services
151
MML Investors Services
Massachusetts
$12.6M -$122K -2,436 -1%
EWM
152
Endurance Wealth Management
Rhode Island
$12.6M -$406K -8,100 -3%
GGS
153
Galvin Gaustad & Stein
Arizona
$12.6M +$194K +3,870 +2%
FLA
154
Financial Life Advisors
Texas
$12.6M +$1.57M +31,289 +14%
EFM
155
Eley Financial Management
Vermont
$12.6M +$338K +6,747 +3%
WIC
156
Woodmont Investment Counsel
Tennessee
$12.5M +$238K +4,750 +2%
CA
157
Cetera Advisors
Colorado
$12.4M +$1.02M +20,366 +9%
DLCIG
158
D.L. Carlson Investment Group
New Hampshire
$12M +$12M +240,057 New
CCM
159
Cobalt Capital Management
New Jersey
$12M +$12M +240,000 New
GIM
160
Goelzer Investment Management
Indiana
$11.7M -$35.9K -715 -0.3%
KL
161
KWMG LLC
Kansas
$11.6M +$1.05M +20,894 +10%
MPM
162
Meritage Portfolio Management
Kansas
$11.6M -$414K -8,260 -3%
TWP
163
Total Wealth Planning
Ohio
$11.6M -$295K -5,877 -2%
RJT
164
Raymond James Trust
Florida
$11.5M +$86.7K +1,729 +0.8%
SFG
165
StrategIQ Financial Group
Indiana
$11.5M -$2.32M -46,183 -17%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$11.4M -$2.94M -58,582 -21%
BWA
167
BlueSky Wealth Advisors
North Carolina
$11.3M -$244K -4,859 -2%
HCC
168
Hirtle Callaghan & Co
Pennsylvania
$11.2M -$895K -17,832 -7%
SAS
169
Sage Advisory Services
Texas
$11.2M -$4.27M -85,151 -28%
JSA
170
Jacobson & Schmitt Advisors
Wisconsin
$11M +$550K +10,971 +5%
ET
171
Equitable Trust
Tennessee
$10.5M +$2.17M +43,331 +26%
FCM
172
Fortis Capital Management
Washington
$10.4M +$1.81M +35,983 +21%
AP
173
Atwood & Palmer
Missouri
$10.3M +$239K +4,770 +2%
Citigroup
174
Citigroup
New York
$10.2M -$340K -6,771 -3%
MAM
175
Meeder Asset Management
Ohio
$10M +$2.72M +54,259 +37%
5 6
7
8 9