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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 %
TCPG
851
Trivant Custom Portfolio Group
California
$4.98K – – –
CFD
852
Creative Financial Designs
Indiana
$4.98K – – –
KA
853
Kozak & Associates
Colorado
$4.12K +$4.12K +83 New
CAL
854
Capital Advisors Ltd
Ohio
$4K -$41.3K -825 -91%
CIAS
855
Capital Investment Advisory Services
North Carolina
$3.94K – – –
RVM
856
Robinson Value Management
Texas
$3.74K – – –
VWM
857
Venturi Wealth Management
Texas
$3.49K – – –
APC
858
Aspire Private Capital
North Carolina
$3.43K -$50 -1 -1%
IF
859
Integrity Financial
Wyoming
$2.49K – – –
BEI
860
Benjamin Edwards Inc
Missouri
$2K – – –
BAM
861
Bellevue Asset Management
Washington
$1.94K – – –
BCMLT
862
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81K – – –
KFI
863
Key Financial Inc
Pennsylvania
$1.6K – – –
NRG
864
Nemes Rush Group
Michigan
$1.5K – – –
DWA
865
Delos Wealth Advisors
Texas
$1.41K +$1.41K +28 New
TC
866
Truvestments Capital
Florida
$1.35K -$12.6K -253 -90%
TAM
867
Townsend Asset Management
North Carolina
$1.3K – – –
VF
868
VitalStone Financial
Texas
$1K – – –
BAM
869
Byrne Asset Management
New Jersey
$1K – – –
TLCM
870
Twin Lakes Capital Management
California
$797 +$797 +16 New
EWA
871
EverSource Wealth Advisors
Alabama
$747 – – –
SL
872
Savior LLC
Massachusetts
$399 – – –
OP
873
ORG Partners
Indiana
$81 -$369 -5 Closed
KAM
874
Kensington Asset Management
Texas
– -$46.7M -930,000 Closed
IG
875
ING Group
Netherlands
– -$33.6M -669,700 Closed
33 34
35
36 37