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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 %
MWM
326
Mascoma Wealth Management
New Hampshire
$2.94M -$878K -17,621 -23%
CSPIA
327
Cary Street Partners Investment Advisory
Virginia
$2.94M -$42K -843 -1%
WCM
328
Washington Capital Management
Washington
$2.91M +$199K +4,000 +7%
SCA
329
Snowden Capital Advisors
New York
$2.89M -$1.3M -26,180 -31%
BCM
330
Boltwood Capital Management
California
$2.88M +$125K +2,500 +5%
JWBC
331
J.W. Burns & Co
New York
$2.86M +$2.86M +57,487 New
ASN
332
Advisory Services Network
Georgia
$2.86M +$1.08M +21,624 +60%
AC
333
Abbrea Capital
California
$2.86M -$122K -2,445 -4%
WWM
334
WJ Wealth Management
Arizona
$2.85M -$550K -11,038 -16%
First Trust Advisors
335
First Trust Advisors
Illinois
$2.85M -$663K -13,301 -19%
IAG
336
Investment Advisory Group
Massachusetts
$2.82M -$32.1K -645 -1%
BIA
337
Bigelow Investment Advisors
Maine
$2.66M -$208K -4,177 -7%
AAS
338
Avantax Advisory Services
Texas
$2.63M -$95.9K -1,924 -4%
BPA
339
Beacon Pointe Advisors
California
$2.62M +$113K +2,276 +5%
ODIJL
340
One Day In July LLC
Vermont
$2.56M -$65.3K -1,310 -2%
GCA
341
Gradient Capital Advisors
California
$2.56M -$110K -2,203 -4%
AG
342
Ascent Group
Virginia
$2.53M +$391K +7,853 +18%
GEA
343
Glen Eagle Advisors
New Jersey
$2.51M -$650K -13,047 -21%
AC
344
Apella Capital
Connecticut
$2.5M -$169K -3,384 -6%
GAM
345
Gemmer Asset Management
California
$2.5M -$598K -12,001 -19%
VFPW
346
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.5M -$206K -4,129 -8%
AWM
347
Avior Wealth Management
Nebraska
$2.47M -$452K -9,079 -15%
AA
348
Alesco Advisors
New York
$2.46M -$5.48K -110 -0.2%
KTA
349
Keeley-Teton Advisors
Illinois
$2.38M +$2.38M +47,732 New
DG
350
DMC Group
Alabama
$2.37M +$312K +6,252 +15%
12 13
14
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