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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 %
BRWA
476
B. Riley Wealth Advisors
Florida
$889K -$82.4K -1,654 -8%
MLA
477
My Legacy Advisors
Oregon
$887K -$99.2K -2,007 -10%
CSIA
478
Charles Schwab Investment Advisory
California
$878K +$997 +20 +0.1%
SAS
479
Stelac Advisory Services
New York
$875K -$564K -11,311 -39%
AIM
480
Alhambra Investment Management
Florida
$861K -$21.3K -428 -2%
MFG
481
Merit Financial Group
Georgia
$854K -$382K -7,657 -31%
MIH
482
Meitav Investment House
Israel
$849K -$41.7K -836 -5%
NS
483
NBC Securities
Alabama
$845K +$845K +16,964 New
GT
484
Glenview Trust
Kentucky
$837K -$31.5K -633 -4%
GGI
485
Godsey & Gibb Inc
Virginia
$833K +$40K +802 +5%
MIA
486
MMBG Investment Advisors
Florida
$829K – – –
EFN
487
Equita Financial Network
Pennsylvania
$816K +$816K +16,370 New
TPA
488
Trivium Point Advisory
Connecticut
$812K -$4K -81 -0.5%
HI
489
Harbour Investments
Wisconsin
$809K -$17.1K -344 -2%
PFS
490
Prospera Financial Services
Texas
$806K -$144K -2,888 -15%
AAS
491
Ameritas Advisory Services
Nebraska
$798K +$798K +16,019 New
SC
492
Saiph Capital
New Jersey
$798K +$258K +5,183 +48%
RCAG
493
Rehmann Capital Advisory Group
Michigan
$796K -$149 -3 -0%
FHA
494
First Horizon Advisors
Tennessee
$794K -$42.4K -850 -5%
LB
495
Legacy Bridge
Iowa
$789K -$82.2K -1,650 -9%
BFA
496
Beaumont Financial Advisors
Massachusetts
$785K -$108K -2,172 -12%
SFS
497
Strategic Financial Services
New York
$781K -$27K -541 -3%
HPM
498
Hudson Portfolio Management
New York
$778K -$10.4K -208 -1%
FIM
499
Freedom Investment Management
Connecticut
$775K -$310K -6,213 -29%
CAM
500
Cresset Asset Management
Illinois
$775K +$299K +6,000 +63%
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