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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 %
CLOS
751
Compagnie Lombard Odier SCmA
Switzerland
$96.7K – – –
CB
752
Community Bank
New York
$94.7K – – –
TFGT
753
TS Financial Group (TSFG)
Illinois
$89K +$149 +3 +0.2%
PR
754
Payden & Rygel
California
$87K -$7.39M -148,404 -99%
PRIG
755
Payden & Rygel Investment Group
California
$87K +$87K +1,747 New
PWMG
756
Prestige Wealth Management Group
New Jersey
$86.7K – – –
LWANC
757
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.4K +$747 +15 +0.9%
CSWM
758
Cassady Schiller Wealth Management
Ohio
$84.7K – – –
NFSG
759
Newbridge Financial Services Group
Florida
$84.7K – – –
AA
760
AlphaCentric Advisors
Puerto Rico
$84.2K +$1.2K +24 +1%
FGAM
761
Financial Gravity Asset Management
Texas
$83.3K +$77.8K +1,567 +1,425%
ACA
762
Aptus Capital Advisors
Alabama
$73.5K -$143K -2,860 -66%
CSC
763
Caldwell Sutter Capital
California
$71.3K +$27.6K +554 +63%
RLIM
764
Red Lighthouse Investment Management
New York
$70.9K – – –
WCM
765
Wunderlich Capital Managemnt
Tennessee
$69.8K – – –
LFA
766
LGT Financial Advisors
Texas
$68.3K +$498 +10 +0.7%
BTI
767
Blue Trust Inc
Georgia
$68K -$100 -2 -0.1%
GA
768
GoalVest Advisory
New York
$67.8K +$21.2K +426 +46%
VWM
769
Valley Wealth Managers
New Jersey
$67.1K -$136K -2,735 -67%
PCMC
770
Private Capital Management (Colorado)
Colorado
$64.8K – – –
RIA
771
Realta Investment Advisors
Delaware
$63.8K – – –
BWP
772
Baldwin Wealth Partners
Massachusetts
$59.8K – – –
CTB
773
Country Trust Bank
Illinois
$56K – – –
TWM
774
Tradition Wealth Management
Minnesota
$56K +$199 +4 +0.4%
AF
775
Advisornet Financial
Minnesota
$54.9K -$188K -3,770 -77%
29 30
31
32 33