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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 %
Citadel Advisors
426
Citadel Advisors
Florida
$1.48M +$1.48M +28,934 New
SHGA
427
Sand Hill Global Advisors
California
$1.47M +$1.47M +28,677 New
GWMR
428
GC Wealth Management RIA
Massachusetts
$1.47M +$1.47M +28,603 New
FPCG
429
Forum Private Client Group
Indiana
$1.46M +$1.46M +28,557 New
SWP
430
Strategic Wealth Partners
Ohio
$1.46M -$143K -2,787 -9%
ECM
431
Evergreen Capital Management
Washington
$1.46M – – –
SWM
432
Spire Wealth Management
Virginia
$1.45M +$521K +10,173 +56%
Allspring Global Investments
433
Allspring Global Investments
North Carolina
$1.44M – – –
Millennium Management
434
Millennium Management
New York
$1.44M +$1.44M +28,120 New
FA
435
Flagstar Advisors
New York
$1.43M -$84.8K -1,653 -6%
SAM
436
Strategy Asset Managers
California
$1.42M -$91.5K -1,784 -6%
KA
437
Kovack Advisors
Florida
$1.41M -$40.4K -788 -3%
CIP
438
Chartwell Investment Partners
Pennsylvania
$1.41M – – –
SFS
439
Strategic Financial Services
New York
$1.37M +$570K +11,121 +71%
PAA
440
Peregrine Asset Advisers
Oregon
$1.37M -$143K -2,789 -9%
BP
441
Ballentine Partners
Massachusetts
$1.37M – – –
FNBT
442
FineMark National Bank & Trust
Florida
$1.37M -$82K -1,600 -6%
IIC
443
Ironwood Investment Counsel
Arizona
$1.36M +$1.13M +22,125 +497%
MFG
444
Merit Financial Group
Georgia
$1.36M +$478K +9,323 +54%
RIL
445
Rothschild Investment LLC
Illinois
$1.34M +$1.34M +26,225 New
NFG
446
Northeast Financial Group
Pennsylvania
$1.33M +$319K +6,217 +31%
PW
447
Peninsula Wealth
California
$1.3M +$1.3M +25,349 New
WA
448
Waverly Advisors
Alabama
$1.28M +$60.7K +1,183 +5%
BWM
449
Baystate Wealth Management
Massachusetts
$1.27M +$580K +11,306 +84%
ISL
450
Ingalls & Snyder LLC
New York
$1.26M -$31.8K -620 -2%
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