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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.

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
1
Dai-ichi Life Insurance Company
Japan
$407M
2
NI
2
NYL Investors
New York
$650M
3
EWA
3
EP Wealth Advisors
California
$132M
4
Northern Trust
4
Northern Trust
Illinois
$899M
5
WJWM
5
Williams Jones Wealth Management
New York
$56.9M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$926M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$742M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$39.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$546M
5
UBS Group
5
UBS Group
Switzerland
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$29M -$1.36M -27,266 -4%
AWM
77
AE Wealth Management
Kansas
$28.1M +$7.4M +148,554 +36%
OWP
78
Obermeyer Wealth Partners
Colorado
$27.6M -$1.12M -22,413 -4%
RVPG
79
Relative Value Partners Group
$27.5M +$4.35M +87,295 +19%
GC
80
Gilbert & Cook
Iowa
$27.4M +$2.51M +50,327 +10%
CW
81
Connectus Wealth
Ohio
$27.4M -$9.96M -199,721 -27%
PPW
82
Presilium Private Wealth
Pennsylvania
$26.4M +$3.07M +61,552 +13%
Prudential Financial
83
Prudential Financial
New Jersey
$26.2M +$25.9M +519,373 +9,333%
LFS
84
Lutz Financial Services
Nebraska
$25.7M +$519K +10,414 +2%
HighTower Advisors
85
HighTower Advisors
Illinois
$25.4M -$184K -3,693 -0.7%
HNB
86
Huntington National Bank
Ohio
$23.6M -$26.8M – –
FG
87
Fiduciary Group
Georgia
$23.6M +$202K +4,044 +0.9%
Lazard Asset Management
88
Lazard Asset Management
New York
$22.9M – – –
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$22.7M +$859K +17,230 +4%
PP
90
PDS Planning
Ohio
$22.7M +$971K +19,477 +4%
PJSIMP
91
P.J. Schmidt Investment Management (PJS)
Wisconsin
$22.7M -$353K -7,150 -2%
MCWS
92
McKinley Carter Wealth Services
West Virginia
$22.6M -$25.6M -514,480 -53%
AP
93
Atwood & Palmer
Missouri
$22M +$11.8M +236,515 +116%
DI
94
DDFG Inc
California
$22M +$7.71M +154,762 +54%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$21.9M +$20.9M +420,223 +2,112%
ST
96
Sabal Trust
Florida
$21.7M -$1.06M -21,201 -5%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$21.6M +$468K +9,396 +2%
MAS
98
Meeder Advisory Services
Ohio
$21.5M -$1.64M -32,999 -7%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$20.3M -$2.64M -52,947 -11%
NCM
100
Nelson Capital Management
California
$20.3M -$266K -5,339 -1%
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4
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