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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

910 hedge funds and large institutions have $16.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 266 increasing their positions, 381 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.34%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.22%
New
132
Increased
266
Reduced
381
Closed
74
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$415M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$57.7M
4
BlackRock
BlackRock
New York
+$44.4M
5
BB
Busey Bank
Illinois
+$40.2M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$449M
2
JSTA
Japan Science & Technology Agency
Japan
-$304M
3
AC
Allstate Corporation
Illinois
-$116M
4
NI
NYL Investors
New York
-$112M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
251
Martin Capital Partners
Oregon
$5.15M -$118K -2,294 -2%
RCM
252
Rain Capital Management
Oregon
$5.09M -$28.2K -549 -0.5%
SFG
253
Sage Financial Group
Pennsylvania
$5.08M +$867K +16,905 +21%
Betterment LLC
254
Betterment LLC
New York
$5.07M +$423K +8,251 +9%
WPC
255
White Pine Capital
Minnesota
$5.03M -$569K -11,090 -10%
MA
256
Mutual Advisors
Nebraska
$5.03M +$885K +17,255 +21%
Comerica Bank
257
Comerica Bank
Texas
$5.01M -$342K -6,673 -6%
DPI
258
Diversified Portfolios Inc
Michigan
$4.98M +$94.6K +1,845 +2%
CAWM
259
Capital Advisors Wealth Management
Washington
$4.89M -$138K -2,698 -3%
RWIA
260
Roger Wittlin Investment Advisory
California
$4.8M +$92.6K +1,806 +2%
PGFC
261
Peapack-Gladstone Financial Corp
New Jersey
$4.71M -$616K -12,025 -12%
SPA
262
Shore Point Advisors
New Jersey
$4.69M -$57.6K -1,123 -1%
IWC
263
Integrated Wealth Concepts
Massachusetts
$4.66M -$1.36M -26,591 -23%
CTA
264
Chesley Taft & Associates
Illinois
$4.6M -$148K -2,895 -3%
BSA
265
Bull Street Advisors
Georgia
$4.5M -$53.8K -1,050 -1%
PRS
266
Pinkerton Retirement Specialists
Idaho
$4.48M +$20.3K +396 +0.5%
PCA
267
Providence Capital Advisors
North Carolina
$4.44M -$83.4K -1,626 -2%
CGA
268
Crescent Grove Advisors
Illinois
$4.42M -$204K -3,978 -4%
PJSIMP
269
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.38M -$19.2M -374,372 -81%
HCC
270
Hirtle Callaghan & Co
Pennsylvania
$4.38M -$3.46M -67,509 -44%
APIM
271
Agate Pass Investment Management
Washington
$4.27M -$395K -7,706 -8%
WF
272
Welch & Forbes
Massachusetts
$4.2M -$396K -7,725 -9%
CICC
273
Capital Investment Counsel (Colorado)
Colorado
$4.11M +$4.11M +80,176 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$4.08M -$933K -18,193 -19%
MWM
275
MTC Wealth Management
Florida
$3.98M -$7.18K -140 -0.2%
9 10
11
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