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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 %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$48.9M +$14.2M +285,824 +41%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$46M +$46M +923,911 New
RCG
53
Resource Consulting Group
Florida
$44.2M +$2.03M +40,769 +5%
AFG
54
Arkansas Financial Group
Arkansas
$43M -$1.06M -21,346 -2%
CCA
55
Clearwater Capital Advisors
Illinois
$42.5M +$14.7M +294,125 +53%
BSB
56
Bangor Savings Bank
Maine
$42.1M -$3.89M -78,155 -8%
SI
57
Stephens Inc
Arkansas
$41M -$2.97M -59,526 -7%
Toronto Dominion Bank
58
Toronto Dominion Bank
Ontario, Canada
$40.6M +$19.9M +399,000 +96%
RWM
59
Ritholtz Wealth Management
New York
$39.5M +$14.1M +282,284 +55%
KFAA
60
Klaas Financial Asset Advisors
Illinois
$39.3M +$1.72M +34,454 +5%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$39.2M -$108M -2,158,573 -73%
PFO
62
Pathstone Family Office
New Jersey
$38.6M +$9.17M +184,053 +31%
GC
63
Grimes & Company
Massachusetts
$35.3M +$567K +11,376 +2%
Osaic Holdings
64
Osaic Holdings
Arizona
$35.1M +$5.69M +114,184 +19%
ZIG
65
Zurich Insurance Group
Switzerland
$33.9M – – –
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$33.8M -$256K -5,140 -0.8%
AFIMH
67
American Family Insurance Mutual Holding
Wisconsin
$33.4M – – –
AAP
68
Arax Advisory Partners
Colorado
$32.7M +$979K +19,638 +3%
Jane Street
69
Jane Street
New York
$32.6M +$31.4M +631,107 +2,642%
CG
70
Colony Group
Massachusetts
$32M +$7.88M +158,165 +33%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$31.8M +$31.2M +629,752 +5,396%
GG
72
Greenwood Gearhart
Arkansas
$31.5M -$4.73M -94,837 -13%
CIC
73
Cutler Investment Counsel
Oregon
$30.4M -$84.7K -1,700 -0.3%
NC
74
NewSquare Capital
Pennsylvania
$29.7M -$379K -7,600 -1%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$29M -$5.84M -117,168 -17%
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