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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 %
BTWM
901
Baker Tilly Wealth Management
Wisconsin
– -$345K -6,881 Closed
CBFP
902
Cedar Brook Financial Partners
Ohio
– -$328K -6,533 Closed
TLFA
903
True Link Financial Advisors
California
– -$314K -6,266 Closed
VVP
904
Venture Visionary Partners
Ohio
– -$304K -6,060 Closed
AFO
905
Allie Family Office
Florida
– -$303K -6,040 Closed
EB
906
Exchange Bank
California
– -$268K -5,345 Closed
WA
907
Wambolt & Associates
Colorado
– -$267K -5,318 Closed
Lido Advisors
908
Lido Advisors
California
– -$266K -5,305 Closed
WHG
909
Westwood Holdings Group
Texas
– -$266K -5,293 Closed
BOSSRA
910
B.O.S.S. Retirement Advisors
Utah
– -$259K -5,161 Closed
AT
911
Arden Trust
Delaware
– -$253K -5,051 Closed
GITFIT
912
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
– -$251K -5,000 Closed
HIA
913
HTG Investment Advisors
Connecticut
– -$250K -4,980 Closed
BF
914
Brooklyn FI
New York
– -$240K -4,781 Closed
SWM
915
Selective Wealth Management
Virginia
– -$235K -4,703 Closed
VST
916
Van Strum & Towne
California
– -$214K -4,260 Closed
SFO
917
Stokes Family Office
Louisiana
– -$211K -4,196 Closed
V
918
Veritable
Delaware
– -$209K -4,158 Closed
CIAS
919
CFS Investment Advisory Services
New Jersey
– -$208K -4,154 Closed
JBA
920
Johnson Bixby & Associates
Washington
– -$208K -4,140 Closed
PA
921
Prossimo Advisors
California
– -$205K -4,085 Closed
ACIM
922
Azimuth Capital Investment Management
Michigan
– -$201K -4,000 Closed
EK
923
Evensky & Katz
Florida
– -$172K -3,431 Closed
GFL
924
Granite FO LLC
New Hampshire
– -$136K -2,701 Closed
RI
925
Ridgewood Investments
New Jersey
– -$106K -2,118 Closed
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