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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
1
Dai-ichi Life Insurance Company
Japan
$407M
2
NI
2
NYL Investors
New York
$650M
3
EWA
3
EP Wealth Advisors
California
$132M
4
Northern Trust
4
Northern Trust
Illinois
$899M
5
WJWM
5
Williams Jones Wealth Management
New York
$56.9M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$926M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$742M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$39.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$546M
5
UBS Group
5
UBS Group
Switzerland
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$109M -$4.08M -81,823 -4%
Stifel Financial
27
Stifel Financial
Missouri
$106M -$5.11M -102,475 -5%
Members Trust
28
Members Trust
Florida
$105M -$25.6M -513,371 -20%
AssetMark Inc
29
AssetMark Inc
California
$101M +$381K +7,645 +0.4%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$95.4M +$9.18M +184,205 +11%
MD
31
Money Design
Japan
$95.3M +$8.36M +167,741 +10%
HTC
32
Haverford Trust Company
Pennsylvania
$86.2M +$1.2M +24,066 +1%
KeyBank National Association
33
KeyBank National Association
Ohio
$78.7M -$1.53M -30,612 -2%
OCM
34
One Capital Management
California
$76.4M -$4.41M -88,585 -5%
BB
35
Busey Bank
Illinois
$75.6M +$3.77M +75,559 +5%
SLF
36
Sun Life Financial
Ontario, Canada
$75.2M – – –
FT
37
Fiduciary Trust
Massachusetts
$74.4M +$2.95M +59,212 +4%
UCFA
38
United Capital Financial Advisors
Texas
$71.1M +$513K +10,305 +0.7%
FLPIM
39
F.L. Putnam Investment Management
Massachusetts
$69M +$4.24M +85,123 +7%
LPL Financial
40
LPL Financial
California
$66.3M +$6.92M +138,800 +12%
US Bancorp
41
US Bancorp
Minnesota
$62.9M -$3.86M -77,451 -6%
DWM
42
Destination Wealth Management
California
$62.5M +$1.99M +39,944 +3%
SGAM
43
Stephens Group Asset Management
Arkansas
$60.1M +$22.2M +445,047 +58%
WJWM
44
Williams Jones Wealth Management
New York
$56.9M +$56.9M +1,142,166 New
UBV
45
United Bank (Virginia)
Virginia
$54.4M +$2.37M +47,655 +5%
GI
46
Gradient Investments
Minnesota
$52.5M +$1.04M +20,775 +2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$52.3M +$35.2M +705,565 +205%
Mariner
48
Mariner
Kansas
$51.8M -$1.22M -24,530 -2%
BFM
49
Boston Financial Management
Massachusetts
$49.7M +$863K +17,309 +2%
SMFG
50
Sumitomo Mitsui Financial Group
Japan
$48.9M +$175K +3,512 +0.4%
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