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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 %
KFP
301
KMG Fiduciary Partners
Ohio
$3.29M -$42.1K -822 -1%
NFG
302
Nations Financial Group
Iowa
$3.27M +$7.23K +141 +0.2%
AIM
303
Aspen Investment Management
Michigan
$3.27M -$1.06M -20,668 -24%
IDA
304
Intelligence Driven Advisers
California
$3.27M -$593K -11,513 -15%
AWM
305
Aries Wealth Management
Maine
$3.25M -$105K -2,050 -3%
GWM
306
Graybill Wealth Management
Illinois
$3.24M +$98.8K +1,927 +3%
HCM
307
Hollencrest Capital Management
California
$3.24M -$375K -7,321 -10%
William Blair & Company
308
William Blair & Company
Illinois
$3.23M -$84.7K -1,651 -3%
BCM
309
Boltwood Capital Management
California
$3.22M +$259K +5,060 +9%
DC
310
Davenport & Co
Virginia
$3.17M +$1.15M +22,515 +57%
AIA
311
Ally Invest Advisors
North Carolina
$3.16M -$109K -2,123 -3%
TD Asset Management
312
TD Asset Management
Ontario, Canada
$3.14M +$1.2M +23,400 +62%
FA
313
Fermata Advisors
California
$3.11M -$35.5K -693 -1%
AAMC
314
Asset Allocation & Management Company
Illinois
$3.08M -$3.08M -60,000 -50%
WCM
315
Washington Capital Management
Washington
$3M – – –
MFG
316
Mendota Financial Group
Wisconsin
$2.98M +$1,000K +19,494 +50%
PA
317
Parallel Advisors
California
$2.98M -$126K -2,459 -4%
CCA
318
Cobblestone Capital Advisors
New York
$2.96M +$756K +14,741 +34%
First Trust Advisors
319
First Trust Advisors
Illinois
$2.94M +$6.15K +120 +0.2%
JWM
320
JPL Wealth Management
Colorado
$2.93M +$2.93M +57,125 New
AC
321
Abbrea Capital
California
$2.92M -$23.1K -450 -0.8%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$2.9M -$121K -2,351 -4%
HAIM
323
Hunter Associates Investment Management
Pennsylvania
$2.9M -$246K -4,800 -8%
GDP
324
Great Diamond Partners
Maine
$2.89M -$328K -6,398 -10%
C
325
Croban
Ohio
$2.88M +$2.88M +55,751 New
11 12
13
14 15