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IGSB · iShares 1-5 Year Investment Grade Corporate Bond ETF ETF

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$51.86 -0.01 (-0.01%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $62,812,229
Total Shares: 1,198,478

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 8 13F filers · Δ vs Mar 31, 2026
Top Holder
40.5%
Mar 2023 → Jun 2026 · range 7.3% – 100.0%
−38.3 pts
Top 5
99.3%
Mar 2023 → Jun 2026 · range 26.7% – 100.0%
−0.7 pts
Top 10
100.0%
Mar 2023 → Jun 2026 · range 41.4% – 100.0%
0.0 pts
HHI
2,910
Mar 2023 → Jun 2026 · range 245 – 10,000
Highly concentrated−3,684

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
0
Sold Out
3
Unchanged
1
Holder count: +3
Institutional value: -5.0%
Shares held: -4.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
AFFINITY WEALTH LLC +6,977 252,844

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Wellington Grp LLC 485,916 $25,466,857
ANCHOR CAPITAL ADVISORS LLC 330,632 $17,328,423
Corient Private Wealth LLC 85,350 $4,473,193
Strategic Financial Services, Inc. 35,388 $1,854,685
Parkside Financial Bank & Trust 7,857 $411,785

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 991,241 $52,099,626
Allie Family Office LLC 16,640 $874,598
M&T Bank Corp 4,068 $213,814
Filter: New 6 Increased 1 Reduced 0 Sold out 3 Unchanged 1
Showing 8 of 8
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Wellington Grp LLC IGSB $25,466,857 40.54% 485,916
ANCHOR CAPITAL ADVISORS LLC IGSB $17,328,423 27.59% 330,632
AFFINITY WEALTH LLC IGSB $13,251,554 21.10% 252,844
Corient Private Wealth LLC IGSB $4,473,193 7.12% 85,350
Strategic Financial Services, Inc. IGSB $1,854,685 2.95% 35,388
Parkside Financial Bank & Trust IGSB $411,785 0.66% 7,857
BROWN, LISLE/CUMMINGS, INC. IGSB $23,584 0.04% 450
Cornerstone Financial Management LLC IGSB $2,148 0.00% 41