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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 %
B
276
Barings
North Carolina
$3.94M – – –
HPC
277
HM Payson & Co
Maine
$3.93M -$5.13K -100 -0.1%
GM
278
GeoWealth Management
Illinois
$3.92M +$3.92M +76,504 New
BMM
279
Buffington Mohr McNeal
Idaho
$3.87M -$8.55M -166,729 -69%
SFA
280
Source Financial Advisors
New York
$3.83M +$558K +10,879 +17%
CCT
281
Capital City Trust
Florida
$3.77M – – –
KAS
282
Kestra Advisory Services
Texas
$3.73M -$639K -12,460 -15%
MAM
283
Meeder Asset Management
Ohio
$3.66M -$3.03M -59,084 -45%
WFA
284
Wellspring Financial Advisors
Ohio
$3.63M +$33.5K +653 +0.9%
LPAM
285
Lodestar Private Asset Management
California
$3.61M -$591K -11,529 -14%
MSWM
286
McGlone Suttner Wealth Management
Wisconsin
$3.6M -$5.79M -112,905 -62%
BF
287
BOK Financial
Oklahoma
$3.6M -$4.26K -83 -0.1%
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
$3.58M -$44K -859 -1%
RG
289
Rathbones Group
United Kingdom
$3.56M -$85.5K -1,668 -2%
GVAG
290
Great Valley Advisor Group
Delaware
$3.48M -$302K -5,896 -8%
AWM
291
Ameliora Wealth Management
Switzerland
$3.45M +$260K +5,061 +8%
JWS
292
Juncture Wealth Strategies
Arizona
$3.43M -$250K -4,877 -7%
FFN
293
Focus Financial Network
Minnesota
$3.43M -$1.44K -28 -0%
CCA
294
Checchi Capital Advisers
California
$3.4M +$1.16M +22,670 +52%
NSCM
295
New South Capital Management
Tennessee
$3.38M – – –
DSC
296
Duncker Streett & Co
Missouri
$3.38M -$5.08K -99 -0.2%
NAM
297
NTV Asset Management
West Virginia
$3.38M -$228K -4,442 -6%
LA
298
LVW Advisors
New York
$3.34M – – –
AC
299
AlphaCore Capital
California
$3.33M +$226K +4,401 +7%
GWM
300
GSB Wealth Management
Connecticut
$3.3M +$261K +5,089 +9%
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