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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 %
AFM
701
Armstrong Fleming & Moore
District of Columbia
$236K +$236K +4,735 New
CWM
702
C2C Wealth Management
Arizona
$236K – – –
1CM
703
1492 Capital Management
Wisconsin
$236K +$2.74K +55 +1%
AFP
704
Ausdal Financial Partners
Iowa
$235K +$997 +20 +0.4%
T
705
TNF
Montana
$232K -$15.8K -320 -6%
TCM
706
TD Capital Management
Tennessee
$230K – – –
FPCP
707
Fort Point Capital Partners
California
$228K – – –
PB
708
Pinnacle Bancorp
Nebraska
$227K +$35.3K +708 +18%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$225K – – –
AA
710
Ancora Advisors
Ohio
$224K +$94.3K +1,893 +73%
EWM
711
Empirical Wealth Management
Washington
$223K +$223K +4,479 New
DWP
712
Destiny Wealth Partners
Florida
$222K – – –
HS
713
Horan Securities
United States
$222K +$1.89K +38 +0.9%
WI
714
Wintrust Investments
Illinois
$219K +$219K +4,402 New
FP
715
Financial Perspectives
Minnesota
$218K +$1.45K +29 +0.7%
CTA
716
Colonial Trust Advisors
South Carolina
$217K -$2.49K -50 -1%
HIS
717
Horizon Investment Services
Indiana
$214K -$48.9K -982 -19%
MGIA
718
Matthew Goff Investment Advisor
Texas
$213K -$29.5K -592 -12%
CIBC World Market
719
CIBC World Market
Ontario, Canada
$213K – – –
TC
720
TownSquare Capital
Utah
$213K +$213K +4,267 New
ICG
721
InterOcean Capital Group
Tennessee
$211K -$3.34K -67 -2%
PMG
722
ProVise Management Group
Florida
$209K -$309K -6,208 -60%
FMN
723
Financial Management Network
California
$208K -$91.3K -1,841 -30%
BLC
724
Brown, Lisle/Cummings
Rhode Island
$208K – – –
9WM
725
9258 Wealth Management
Ohio
$207K – – –
27 28
29
30 31