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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 %
SI
451
Saxon Interests
Texas
$1.24M +$1.24M +24,271 New
WHC
452
Wulff, Hansen & Co
California
$1.23M -$47.4K -925 -4%
AEPWM
453
Atlantic Edge Private Wealth Management
Florida
$1.22M +$1.22M +23,890 New
NSB
454
Norway Savings Bank
Maine
$1.21M -$180K -3,520 -13%
PWM
455
Perigon Wealth Management
California
$1.2M -$34.8K -678 -3%
CIA
456
Capital Investment Advisors
Georgia
$1.18M +$40.8K +795 +4%
AO
457
Advisor OS
Illinois
$1.16M – – –
DWP
458
Daymark Wealth Partners
Ohio
$1.16M +$22.6K +440 +2%
KWM
459
Kingsview Wealth Management
Oregon
$1.15M -$44.9K -876 -4%
CIBC Asset Management
460
CIBC Asset Management
Ontario, Canada
$1.15M +$117K +2,290 +11%
LTI
461
Laffer Tengler Investments
Tennessee
$1.15M +$229K +4,463 +25%
HWMA
462
Heritage Wealth Management (Arizona)
Arizona
$1.14M +$1.14M +22,229 New
EB
463
Exchange Bank
California
$1.13M +$1.13M +22,029 New
AWM
464
Apollon Wealth Management
South Carolina
$1.12M +$667K +13,012 +146%
JE
465
JMAC Enterprises
Pennsylvania
$1.12M -$18.6K -363 -2%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$1.1M +$120K +2,350 +12%
BCM
467
Becker Capital Management
Oregon
$1.07M – – –
BCI
468
Brinker Capital Investments
Pennsylvania
$1.07M -$7.21M -141,049 -87%
OPS
469
Orion Portfolio Solutions
Nebraska
$1.07M -$7.21M -141,049 -87%
GWM
470
Grand Wealth Management
Michigan
$1.06M – – –
DIA
471
Dana Investment Advisors
Wisconsin
$1.05M +$57.8K +1,128 +6%
SAS
472
Stelac Advisory Services
New York
$1.05M +$153K +2,981 +17%
KCM
473
Kanawha Capital Management
Virginia
$1.04M – – –
LAM
474
Lewis Asset Management
California
$1.03M +$1.03M +20,135 New
MHS
475
M Holdings Securities
Oregon
$1.03M -$8.82K -172 -0.8%
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