IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

869 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-8
Holders Change %
-0.91%
% of All Funds
13.86%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.48%
New
74
Increased
278
Reduced
378
Closed
70
Calls
–
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K

Top Buyers

1
DILIC
Dai-ichi Life Insurance Company
Japan
+$407M
2
NI
NYL Investors
New York
+$199M
3
EWA
EP Wealth Advisors
California
+$128M
4
Northern Trust
Northern Trust
Illinois
+$67.5M
5
WJWM
Williams Jones Wealth Management
New York
+$56.9M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$547M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$370M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$108M
4
Morgan Stanley
Morgan Stanley
New York
-$103M
5
UBS Group
UBS Group
Switzerland
-$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
301
Precision Wealth Strategies
Missouri
$3.35M +$2.65M +53,093 +378%
DP
302
DDD Partners
Washington
$3.33M +$28.6K +575 +0.9%
FFN
303
Focus Financial Network
Minnesota
$3.33M +$55.5K +1,113 +2%
DSC
304
Duncker Streett & Co
Missouri
$3.29M -$99.7K -2,000 -3%
NSCM
305
New South Capital Management
Tennessee
$3.28M +$85.7K +1,720 +3%
LA
306
LVW Advisors
New York
$3.25M -$60.8K -1,220 -2%
AWM
307
Aries Wealth Management
Maine
$3.25M -$79.5K -1,600 -2%
KFP
308
KMG Fiduciary Partners
Ohio
$3.24M +$139K +2,784 +4%
BFG
309
Beacon Financial Group
Texas
$3.24M +$2.21M +44,031 +216%
UCB
310
United Community Bank
South Carolina
$3.23M +$3.23M +64,823 New
William Blair & Company
311
William Blair & Company
Illinois
$3.22M -$164K -3,291 -5%
AIA
312
Ally Invest Advisors
North Carolina
$3.18M -$202K -4,058 -6%
SFA
313
Source Financial Advisors
New York
$3.18M +$653K +13,108 +26%
NFG
314
Nations Financial Group
Iowa
$3.17M +$15.3K +307 +0.5%
WA
315
Wealthstar Advisors
Texas
$3.13M -$476K -9,554 -13%
ANTB
316
AMG National Trust Bank
Colorado
$3.13M -$203K -4,070 -6%
GDP
317
Great Diamond Partners
Maine
$3.13M +$197K +3,954 +7%
AWM
318
Ameliora Wealth Management
Switzerland
$3.1M +$1.3M +26,003 +72%
FA
319
Fermata Advisors
California
$3.06M +$3.06M +61,369 New
GWM
320
Graybill Wealth Management
Illinois
$3.06M +$82.2K +1,649 +3%
HW
321
Hancock Whitney
Mississippi
$3.06M +$613K +12,305 +25%
HAIM
322
Hunter Associates Investment Management
Pennsylvania
$3.05M -$16.4K -330 -0.5%
PA
323
Parallel Advisors
California
$3.02M -$195K -3,918 -6%
AC
324
AlphaCore Capital
California
$3.01M -$159K -3,196 -5%
GWM
325
GSB Wealth Management
Connecticut
$2.96M +$222K +4,464 +8%
11 12
13
14 15