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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 %
AAM
926
Advisors Asset Management
Colorado
– -$101K -2,010 Closed
FA
927
Fiduciary Alliance
South Carolina
– -$91.3K -1,819 Closed
RMA
928
Roffman Miller Associates
Pennsylvania
– -$89.1K -1,776 Closed
WFA
929
WestHill Financial Advisors
California
– -$76.1K -1,516 Closed
CFO
930
CVA Family Office
Colorado
– -$73.2K -1,459 Closed
S
931
SignatureFD
Georgia
– -$50.7K -1,010 Closed
JWA
932
JFS Wealth Advisors
Pennsylvania
– -$38.9K -776 Closed
BBHC
933
Brown Brothers Harriman & Co
New York
– -$38.4K -765 Closed
CFFP
934
Center for Financial Planning
Michigan
– -$30.1K -600 Closed
ODG
935
O'Dell Group
Ohio
– -$29.5K -588 Closed
FCT
936
Family Capital Trust
Massachusetts
– -$18.7K -373 Closed
IGWM
937
ICA Group Wealth Management
Colorado
– -$18.5K -369 Closed
HDIM
938
Hanson & Doremus Investment Management
Vermont
– -$18K -368 Closed
TCOV
939
Trust Company of Vermont
Vermont
– -$10K -200 Closed
GIA
940
GHP Investment Advisors
Colorado
– -$7.96K -159 Closed
GM
941
GeoWealth Management
Illinois
– -$5K -109 Closed
GWANC
942
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$1.81K -36 Closed
34 35 36 37
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