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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 %
LG
551
LaFleur & Godfrey
Michigan
$547K +$114K +2,290 +26%
CWP
552
Cyndeo Wealth Partners
Florida
$543K +$543K +10,893 New
MFA
553
Mayflower Financial Advisors
Massachusetts
$541K – – –
MLM
554
Mount Lucas Management
Pennsylvania
$536K +$26.3K +527 +5%
BWM
555
Bulltick Wealth Management
Florida
$533K +$132K +2,654 +33%
CPA
556
Cardiff Park Advisors
California
$530K +$36.8K +738 +7%
BCM
557
Brookstone Capital Management
Illinois
$529K +$20.1K +407 +4%
SWM
558
Seed Wealth Management
Illinois
$528K +$2.99K +60 +0.6%
WP
559
WealthPLAN Partners
Nebraska
$523K -$4.34K -87 -0.8%
RIA
560
Regal Investment Advisors
Michigan
$523K +$548 +11 +0.1%
CAG
561
Curtis Advisory Group
California
$512K +$3.19K +64 +0.6%
PIA
562
Panoramic Investment Advisors
Colorado
$511K +$511K +10,260 New
M&T Bank
563
M&T Bank
New York
$509K -$52.2K -1,048 -9%
CAL
564
Capital Analysts LLC
Pennsylvania
$508K -$79.4K -1,594 -14%
JCM
565
Janney Capital Management
Pennsylvania
$503K -$8.23K -165 -2%
RSVP
566
Ramsay Stattman Vela & Price
Colorado
$500K -$229K -4,600 -31%
TSA
567
Tri-Star Advisors
Texas
$495K – – –
USCWA
568
U.S. Capital Wealth Advisors
Texas
$494K – – –
WS
569
Wedbush Securities
California
$494K +$17.1K +342 +4%
C1AG
570
Client 1st Advisory Group
Florida
$492K -$239K -4,788 -33%
CT
571
Colonial Trust
South Carolina
$491K -$54.8K -1,100 -10%
BFW
572
Brady Family Wealth
Missouri
$485K -$13.7K -275 -3%
LFAS
573
Level Four Advisory Services
Texas
$485K -$17.2K -346 -3%
GWM
574
Geneos Wealth Management
Colorado
$479K -$164K -3,282 -25%
AWM
575
AllSquare Wealth Management
New York
$477K – – –
21 22
23
24 25