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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 %
PA
201
PFG Advisors
Arizona
$7.91M +$1.18M +23,728 +18%
DWM
202
Dakota Wealth Management
Florida
$7.77M +$1.06M +21,225 +16%
EBSAM
203
Eubel Brady & Suttman Asset Management
Ohio
$7.75M -$149K -2,989 -2%
TC
204
Telemus Capital
Michigan
$7.62M -$7.03M -141,113 -48%
HCC
205
Hirtle Callaghan & Co
Pennsylvania
$7.62M -$3.55M -71,165 -32%
UB
206
UMB Bank
Missouri
$7.49M -$1.36M -27,264 -15%
Corient Private Wealth
207
Corient Private Wealth
Florida
$7.48M -$34.1K -685 -0.5%
DCM
208
Disciplina Capital Management
Tennessee
$7.43M -$1.76M -35,410 -19%
FCIM
209
Fairview Capital Investment Management
California
$7.29M -$194K -3,900 -3%
FA
210
FDx Advisors
Illinois
$7.28M -$653K -13,106 -8%
CFGS
211
Concourse Financial Group Securities
Alabama
$7.22M +$181K +3,638 +3%
CA
212
CGN Advisors
Kansas
$7.21M +$586K +11,763 +9%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$7.19M +$203K +4,065 +3%
SC
214
Scotia Capital
Ontario, Canada
$6.88M +$872K +17,502 +15%
GL
215
Graypoint LLC
New York
$6.81M -$166K -3,340 -2%
IDBONY
216
Israel Discount Bank of New York
New York
$6.81M -$441K -8,858 -6%
AWS
217
Atria Wealth Solutions
New York
$6.79M +$115K +2,299 +2%
AI
218
Atria Investments
North Carolina
$6.75M +$403K +8,089 +6%
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$6.68M -$55K -1,104 -0.8%
RF
220
RHS Financial
California
$6.65M +$1.51M +30,273 +29%
CISOA
221
Capital Investment Services of America
Wisconsin
$6.64M -$289K -5,801 -4%
MAM
222
Meeder Asset Management
Ohio
$6.5M -$3.43M -68,751 -35%
NSG
223
Nalls Sherbakoff Group
Tennessee
$6.48M +$174K +3,487 +3%
B
224
Bailard
California
$6.42M +$4.27M +85,596 +198%
NWA
225
New World Advisors
Massachusetts
$6.4M +$2.6M +52,216 +69%
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