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 %
DCM
176
Disciplina Capital Management
Tennessee
$9.25M -$614K -12,247 -6%
PIMG
177
Patriot Investment Management Group
Tennessee
$9.14M +$359K +7,146 +4%
MWM
178
MTC Wealth Management
Florida
$9.14M -$1.85M -36,787 -17%
WT
179
Whittier Trust
California
$9.04M -$483K -9,633 -5%
DAM
180
Delta Asset Management
Tennessee
$8.99M -$188K -3,754 -2%
UB
181
UMB Bank
Missouri
$8.91M -$81.3K -1,620 -0.9%
PG
182
Proffitt & Goodson
Tennessee
$8.72M -$962K -19,165 -10%
OC
183
Oppenheimer & Co
New York
$8.6M +$110K +2,196 +1%
SEM
184
Strategic Equity Management
Arizona
$8.54M -$60.5K -1,205 -0.7%
RC
185
Roundview Capital
New Jersey
$8.42M +$46.8K +932 +0.6%
IA
186
IFP Advisors
Florida
$8.22M +$1.19M +23,658 +17%
PAG
187
Powers Advisory Group
Illinois
$8.19M +$272K +5,420 +3%
BFC
188
Blue Fin Capital
Rhode Island
$8.16M +$704K +14,042 +9%
BCI
189
Brinker Capital Investments
Pennsylvania
$8M +$6.96M +138,807 +672%
OPS
190
Orion Portfolio Solutions
Nebraska
$8M +$6.96M +138,807 +672%
FA
191
FDx Advisors
Illinois
$7.99M -$361K -7,189 -4%
EBSAM
192
Eubel Brady & Suttman Asset Management
Ohio
$7.95M -$250K -4,982 -3%
EDRH
193
Edmond de Rothschild Holding
Switzerland
$7.92M -$1.52M -30,222 -16%
PP
194
Prosperity Planning
Missouri
$7.88M +$441K +8,791 +6%
Cerity Partners
195
Cerity Partners
New York
$7.63M -$45.9K -914 -0.6%
Corient Private Wealth
196
Corient Private Wealth
Florida
$7.57M -$153K -3,045 -2%
FCIM
197
Fairview Capital Investment Management
California
$7.54M -$218K -4,350 -3%
PR
198
Payden & Rygel
California
$7.53M -$1.55M -30,900 -17%
TPCW
199
TD Private Client Wealth
New York
$7.43M +$411K +8,189 +6%
RCA
200
Resonant Capital Advisors
Wisconsin
$7.39M -$1.13M -22,489 -13%
6 7
8
9 10