IGSB icon

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 %
TPCW
176
TD Private Client Wealth
New York
$10.1M +$2.75M +55,253 +37%
JFG
177
Jefferies Financial Group
New York
$9.97M +$9.97M +200,000 New
OC
178
Oppenheimer & Co
New York
$9.72M +$1.18M +23,761 +14%
PIMG
179
Patriot Investment Management Group
Tennessee
$9.36M +$285K +5,710 +3%
Cerity Partners
180
Cerity Partners
New York
$9.3M +$1.72M +34,491 +23%
ET
181
Equitable Trust
Tennessee
$9.21M -$1.26M -25,299 -12%
Creative Planning
182
Creative Planning
Kansas
$9.16M +$2.74M +54,911 +43%
MSWM
183
McGlone Suttner Wealth Management
Wisconsin
$9.13M -$6.02M -120,846 -40%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$9.12M -$2.18M -43,822 -19%
EDRH
185
Edmond de Rothschild Holding
Switzerland
$9.08M +$1.22M +24,402 +15%
MPW
186
MA Private Wealth
California
$8.74M +$8.74M +175,347 New
BFC
187
Blue Fin Capital
Rhode Island
$8.63M +$520K +10,431 +6%
PG
188
Proffitt & Goodson
Tennessee
$8.61M -$57.7K -1,157 -0.7%
SEM
189
Strategic Equity Management
Arizona
$8.58M +$94.7K +1,901 +1%
DAM
190
Delta Asset Management
Tennessee
$8.56M -$370K -7,425 -4%
PAG
191
Powers Advisory Group
Illinois
$8.51M +$380K +7,617 +5%
CWA
192
Core Wealth Advisors
Florida
$8.41M -$6.82M -136,908 -45%
WT
193
Whittier Trust
California
$8.32M -$664K -13,321 -7%
RC
194
Roundview Capital
New Jersey
$8.28M -$76.6K -1,538 -0.9%
IA
195
IFP Advisors
Florida
$8.24M +$76.9K +1,543 +0.9%
PP
196
Prosperity Planning
Missouri
$8.22M +$392K +7,863 +5%
TWC
197
TD Waterhouse Canada
Ontario, Canada
$8.15M +$3.86M +77,359 +90%
OPS
198
Orion Portfolio Solutions
Nebraska
$8.07M +$124K +2,486 +2%
BCI
199
Brinker Capital Investments
Pennsylvania
$8.07M +$124K +2,486 +2%
AWM
200
Aprio Wealth Management
Georgia
$8.01M -$21.3M -428,111 -73%
6 7
8
9 10