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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 %
PFP
151
Pinnacle Financial Partners
Tennessee
$12.7M -$1.97M -39,607 -13%
GGS
152
Galvin Gaustad & Stein
Arizona
$12.6M +$67.4K +1,352 +0.5%
EFM
153
Eley Financial Management
Vermont
$12.4M -$30.6K -614 -0.2%
DCM
154
Dimension Capital Management
Florida
$12.4M -$3.52M -70,568 -22%
BMM
155
Buffington Mohr McNeal
Idaho
$12.1M -$6.32M -126,775 -34%
CA
156
Cetera Advisors
Colorado
$11.9M -$341K -6,834 -3%
KL
157
KWMG LLC
Kansas
$11.9M +$394K +7,900 +3%
FCM
158
Fortis Capital Management
Washington
$11.8M +$1.52M +30,406 +15%
CAN
159
Cetera Advisor Networks
California
$11.8M -$1.39M -27,861 -11%
WIC
160
Woodmont Investment Counsel
Tennessee
$11.8M -$610K -12,244 -5%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$11.8M -$2.99M -59,929 -20%
GIM
162
Goelzer Investment Management
Indiana
$11.6M -$9.12K -183 -0.1%
JSA
163
Jacobson & Schmitt Advisors
Wisconsin
$11.6M +$660K +13,238 +6%
MML Investors Services
164
MML Investors Services
Massachusetts
$11.5M -$965K -19,376 -8%
DLCIG
165
D.L. Carlson Investment Group
New Hampshire
$11.5M -$468K -9,386 -4%
RJT
166
Raymond James Trust
Florida
$11.4M -$14.3K -287 -0.1%
OMC
167
Old Mission Capital
Illinois
$11.3M +$11.3M +226,924 New
TWP
168
Total Wealth Planning
Ohio
$11.3M -$221K -4,433 -2%
Citigroup
169
Citigroup
New York
$11.3M +$1.11M +22,257 +11%
MPM
170
Meritage Portfolio Management
Kansas
$11.2M -$363K -7,279 -3%
BWA
171
BlueSky Wealth Advisors
North Carolina
$11.1M -$87.3K -1,752 -0.8%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$11M -$1.83M -36,246 -14%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$10.9M +$10.9M +219,160 New
SAS
174
Sage Advisory Services
Texas
$10.8M -$372K -7,469 -3%
SFG
175
StrategIQ Financial Group
Indiana
$10.5M -$898K -18,020 -8%
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