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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 %
WA
326
Wealthstar Advisors
Texas
$2.87M -$357K -6,956 -11%
SCA
327
Snowden Capital Advisors
New York
$2.87M -$109K -2,120 -4%
JWBC
328
J.W. Burns & Co
New York
$2.86M -$88.4K -1,725 -3%
AA
329
Alesco Advisors
New York
$2.81M +$279K +5,432 +11%
NA
330
NewEdge Advisors
Louisiana
$2.8M +$390K +7,611 +16%
AWE
331
Avidian Wealth Enterprises
Texas
$2.8M -$2.32M -45,155 -45%
IAG
332
Investment Advisory Group
Massachusetts
$2.8M -$106K -2,059 -4%
4WM
333
4J Wealth Management
Virginia
$2.78M -$1.28M -24,928 -31%
ANTB
334
AMG National Trust Bank
Colorado
$2.7M -$517K -10,074 -16%
VFPW
335
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.66M +$96.9K +1,889 +4%
EDRIA
336
Edmonds Duncan Registered Investment Advisors
Kansas
$2.65M -$2.66M -51,975 -50%
UCB
337
United Community Bank
South Carolina
$2.65M -$671K -13,095 -20%
ODIJL
338
One Day In July LLC
Vermont
$2.63M – – –
GAM
339
Gemmer Asset Management
California
$2.58M +$7.69K +150 +0.3%
GEA
340
Glen Eagle Advisors
New Jersey
$2.54M -$35.5K -693 -1%
AAS
341
Avantax Advisory Services
Texas
$2.54M -$166K -3,233 -6%
FWM
342
Forza Wealth Management
Florida
$2.53M -$1.98M -38,527 -44%
WFAG
343
Wescott Financial Advisory Group
Pennsylvania
$2.52M +$392K +7,642 +18%
AWM
344
Avior Wealth Management
Nebraska
$2.44M -$108K -2,099 -4%
EGA
345
Eagle Global Advisors
Texas
$2.42M +$948K +18,487 +64%
RA
346
RFG Advisory
Alabama
$2.42M -$1.29M -25,234 -35%
AC
347
Apella Capital
Connecticut
$2.41M -$155K -3,027 -6%
AG
348
Ascent Group
Virginia
$2.37M -$225K -4,399 -9%
JSL
349
JT Stratford LLC
Georgia
$2.35M -$19.9K -389 -0.8%
M&T Bank
350
M&T Bank
New York
$2.33M +$1.8M +35,200 +345%
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