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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 %
GWM
451
Grand Wealth Management
Michigan
$1.03M -$122K -2,458 -11%
MHS
452
M Holdings Securities
Oregon
$1.01M +$1.01M +20,291 New
KCM
453
Kanawha Capital Management
Virginia
$1.01M -$16.9K -340 -2%
CIBC Asset Management
454
CIBC Asset Management
Ontario, Canada
$1M -$35.8K -718 -3%
SW
455
SkyOak Wealth
Michigan
$1M -$95.8K -1,922 -9%
EAM
456
Eagle Asset Management
Florida
$997K -$84.7K -1,700 -8%
RCIM
457
Red Cedar Investment Management
Michigan
$992K – – –
SF
458
Synovus Financial
Georgia
$987K +$94.1K +1,887 +11%
NFG
459
Northeast Financial Group
Pennsylvania
$986K -$29.5K -593 -3%
RIM
460
Rockbridge Investment Management
New York
$986K – – –
QS
461
Quantitative Strategies
California
$982K +$129K +2,581 +15%
OAM
462
Oppenheimer Asset Management
New York
$979K +$16.3K +328 +2%
DIA
463
Dana Investment Advisors
Wisconsin
$967K -$6.73K -135 -0.7%
SSWM
464
Sheets Smith Wealth Management
North Carolina
$948K +$9.37K +188 +1%
IIC
465
Ironwood Investment Counsel
Arizona
$940K +$940K +4,456 New
MMA
466
Miracle Mile Advisors
California
$938K -$210K -4,205 -18%
AIFAIM
467
American Institute for Advanced Investment Management
Arizona
$934K -$96.9K -1,944 -9%
WF
468
Wayfinding Financial
Washington
$931K +$49.5K +996 +6%
GFWA
469
Grey Fox Wealth Advisors
Delaware
$917K +$255K +5,108 +38%
FCA
470
FinTrust Capital Advisors
South Carolina
$916K -$16.7K -335 -2%
OIA
471
Optimum Investment Advisors
Illinois
$914K – – –
SWM
472
Spire Wealth Management
Virginia
$903K +$49.9K +1,001 +6%
SCA
473
Stonebridge Capital Advisors
Minnesota
$897K -$18.4K -369 -2%
LTI
474
Laffer Tengler Investments
Tennessee
$893K -$47.9K -961 -5%
CCG
475
Cypress Capital Group
Florida
$891K -$344K -6,906 -28%
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