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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
$650M
3
EWA
EP Wealth Advisors
California
$132M
4
Northern Trust
Northern Trust
Illinois
$899M
5
WJWM
Williams Jones Wealth Management
New York
$56.9M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
$926M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$742M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.2M
4
Morgan Stanley
Morgan Stanley
New York
$546M
5
UBS Group
UBS Group
Switzerland
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
826
Horizon Investments
North Carolina
$16K – – –
JAM
827
JCIC Asset Management
Ontario, Canada
$15.9K – – –
FFL
828
Financial Freedom LLC
Ohio
$15.5K +$149 +3 +1%
SIC
829
Salem Investment Counselors
North Carolina
$15.4K – – –
SA
830
SRH Advisors
Kansas
$14.9K – – –
WOSD
831
WFA of San Diego
California
$14.9K – – –
TRCT
832
Tower Research Capital (TRC)
New York
$14.2K +$9.72K +195 +217%
HI
833
Hoey Investments
Pennsylvania
$13.5K – – –
KFS
834
Kelly Financial Services
Massachusetts
$13.4K +$100 +2 +0.7%
AWM
835
Aspire Wealth Management
Massachusetts
$12.4K +$100 +2 +0.8%
MIA
836
Milestone Investment Advisors
Wisconsin
$12.3K +$12.3K +246 New
PIM
837
Progressive Investment Management
Oregon
$12.2K +$12.2K +244 New
MA
838
MCF Advisors
Kentucky
$12.2K +$12.2K +244 New
CA
839
Centerpoint Advisors
Massachusetts
$12K -$146K -3,032 -92%
HWM
840
HighMark Wealth Management
Minnesota
$10.1K +$100 +2 +1%
ACA
841
Atlas Capital Advisors
Wyoming
$10K -$81.3K -1,632 -89%
FIM
842
FWL Investment Management
Texas
$9.97K +$9.97K +200 New
FFA
843
Founders Financial Alliance
North Carolina
$9.59K +$99 +2 +1%
MAWCM
844
Mine & Arao Wealth Creation & Management
California
$9.59K +$50 +1 +0.5%
FPB
845
First PREMIER Bank
South Dakota
$8K +$8K +168 New
RFA
846
Register Financial Advisors
Georgia
$7.65K -$8.6K -173 -53%
CCM
847
Chilton Capital Management
Texas
$7.33K – – –
FCAS
848
First Command Advisory Services
Texas
$6.88K +$6.88K +138 New
BWL
849
Bogart Wealth LLC
Virginia
$6.48K -$249 -5 -4%
MTIC
850
Missouri Trust & Investment Company
Missouri
$6.03K – – –
32 33
34
35 36