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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 %
CPIG
126
Chicago Partners Investment Group
Illinois
$15.5M +$1.71M +34,429 +12%
FTUS
127
Flow Traders U.S.
New York
$15.3M +$15.3M +307,653 New
RA
128
Riversedge Advisors
Delaware
$15.3M +$1.47M +29,579 +11%
SPC
129
Sigma Planning Corp
Michigan
$15M +$663K +13,306 +5%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$15M -$642K -12,890 -4%
NAG
131
Northstar Advisory Group
New Jersey
$14.7M +$7.9M +158,492 +116%
State Farm Mutual Automobile Insurance
132
State Farm Mutual Automobile Insurance
Illinois
$14.7M – – –
PI
133
Parkside Investments
Illinois
$14.6M +$100K +2,015 +0.7%
RMDI
134
R.M. Davis Inc
Maine
$14.6M -$3.18M -63,759 -18%
COCM
135
Charter Oak Capital Management
New Hampshire
$14.5M -$2.4M -48,209 -14%
GC
136
Guggenheim Capital
Illinois
$14.1M +$882K +17,700 +7%
VRM
137
Vectors Research Management
New York
$14M -$6.3M -127,109 -31%
CAG
138
Crestwood Advisors Group
Massachusetts
$13.9M +$13.1M +262,904 +1,626%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$13.9M – – –
Baird Financial Group
140
Baird Financial Group
Wisconsin
$13.8M -$530K -10,631 -4%
NB
141
NBT Bank
New York
$13.7M +$13.2M +265,136 +2,583%
JIR
142
James Investment Research
Ohio
$13.6M -$233K -4,678 -2%
BMD
143
Better Money Decisions
New Mexico
$13.5M -$991K -19,878 -7%
SWM
144
Stockman Wealth Management
Montana
$13.5M +$7.71M +154,678 +133%
AA
145
Argent Advisors
Louisiana
$13.4M +$193K +3,868 +1%
SRC
146
Shufro Rose & Co
New York
$13.3M +$279K +5,598 +2%
ACA
147
Anchor Capital Advisors
Massachusetts
$13.3M -$645K -12,945 -5%
LFG
148
Larson Financial Group
Missouri
$13.1M -$337K -6,764 -3%
FLA
149
Financial Life Advisors
Texas
$13M +$517K +10,385 +4%
CCA
150
Catalyst Capital Advisors
New York
$12.7M -$5.98K -120 -0%
4 5
6
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