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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.

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
1
Morgan Stanley
New York
$977M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$173M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$57.7M
4
BlackRock
4
BlackRock
New York
$337M
5
BB
5
Busey Bank
Illinois
$118M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$504M
2
JSTA
2
Japan Science & Technology Agency
Japan
$790M
3
AC
3
Allstate Corporation
Illinois
$284M
4
NI
4
NYL Investors
New York
$557M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$675M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$120M +$353K +6,885 +0.3%
BB
27
Busey Bank
Illinois
$118M +$40.2M +783,720 +52%
RJA
28
Raymond James & Associates
Florida
$118M +$5.31M +103,569 +5%
Stifel Financial
29
Stifel Financial
Missouri
$109M -$446K -8,693 -0.4%
Members Trust
30
Members Trust
Florida
$106M -$1.71M -33,390 -2%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$103M +$4.8M +93,591 +5%
QWP
32
Quotient Wealth Partners
Texas
$98.2M +$98.2M +1,916,115 New
HTC
33
Haverford Trust Company
Pennsylvania
$91.3M +$2.53M +49,312 +3%
KeyBank National Association
34
KeyBank National Association
Ohio
$79.3M -$1.63M -31,771 -2%
OCM
35
One Capital Management
California
$77.5M -$1.12M -21,839 -1%
SLF
36
Sun Life Financial
Ontario, Canada
$77.4M – – –
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$76.4M +$5.41M +105,544 +8%
MD
38
Money Design
Japan
$76M -$22.1M -431,757 -23%
FT
39
Fiduciary Trust
Massachusetts
$75.7M -$903K -17,614 -1%
LPL Financial
40
LPL Financial
California
$68.8M +$554K +10,795 +0.8%
WJWM
41
Williams Jones Wealth Management
New York
$62.6M +$4M +78,000 +7%
DWM
42
Destination Wealth Management
California
$61M -$3.23M -63,055 -5%
US Bancorp
43
US Bancorp
Minnesota
$60.7M -$4.05M -79,056 -6%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$58M +$7.64M +148,967 +15%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$57.7M +$57.7M +1,125,000 New
Mariner
46
Mariner
Kansas
$57.7M +$4.35M +84,810 +8%
AssetMark Inc
47
AssetMark Inc
California
$57.4M -$46.5M -907,311 -45%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$51.2M +$3.81M +74,386 +8%
BFM
49
Boston Financial Management
Massachusetts
$49.9M -$1.26M -24,577 -2%
Renaissance Technologies
50
Renaissance Technologies
New York
$49.4M +$32M +624,300 +184%
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