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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

914 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 133 funds opening new positions, 266 increasing their positions, 384 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 74

5% more funds holding

Funds holding: 872 → 914 (+42)

4.07% more ownership

Funds ownership: 74.67% → 78.74% (+4.1%)

0% less capital invested

Capital invested by funds: $16.9B → $16.8B (-$42.5M)

11% less funds holding in top 10

Funds holding in top 10: 93 → 83 (-10)

31% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 384

Holders
914
Holders Change
+42
Holders Change %
+4.82%
% of All Funds
13.33%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.21%
New
133
Increased
266
Reduced
384
Closed
74
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$406M
2
JP Morgan Chase
JP Morgan Chase
New York
+$130M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$56.5M
4
BlackRock
BlackRock
New York
+$43.4M
5
BB
Busey Bank
Illinois
+$39.4M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$440M
2
JSTA
Japan Science & Technology Agency
Japan
-$297M
3
AC
Allstate Corporation
Illinois
-$114M
4
NI
NYL Investors
New York
-$110M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$120M +$346K +6,885 +0.3%
BB
27
Busey Bank
Illinois
$118M +$39.4M +783,720 +52%
RJA
28
Raymond James & Associates
Florida
$118M +$5.2M +103,569 +5%
Stifel Financial
29
Stifel Financial
Missouri
$109M -$437K -8,693 -0.4%
Members Trust
30
Members Trust
Florida
$106M -$1.68M -33,390 -2%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$103M +$4.7M +93,591 +5%
QWP
32
Quotient Wealth Partners
Texas
$98.2M +$96.2M +1,916,115 New
HTC
33
Haverford Trust Company
Pennsylvania
$91.3M +$2.48M +49,312 +3%
KeyBank National Association
34
KeyBank National Association
Ohio
$79.3M -$1.6M -31,771 -2%
OCM
35
One Capital Management
California
$77.5M -$1.1M -21,839 -1%
SLF
36
Sun Life Financial
Ontario, Canada
$77.4M – – –
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$76.4M +$5.3M +105,544 +8%
MD
38
Money Design
Japan
$76M -$21.7M -431,757 -23%
FT
39
Fiduciary Trust
Massachusetts
$75.7M -$884K -17,614 -1%
LPL Financial
40
LPL Financial
California
$68.8M +$542K +10,795 +0.8%
WJWM
41
Williams Jones Wealth Management
New York
$62.6M +$3.92M +78,000 +7%
DWM
42
Destination Wealth Management
California
$61M -$3.17M -63,055 -5%
US Bancorp
43
US Bancorp
Minnesota
$60.7M -$3.97M -79,056 -6%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$58M +$7.48M +148,967 +15%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$57.7M +$56.5M +1,125,000 New
Mariner
46
Mariner
Kansas
$57.7M +$4.26M +84,810 +8%
AssetMark Inc
47
AssetMark Inc
California
$57.4M -$45.6M -907,311 -45%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$51.2M +$3.74M +74,386 +8%
BFM
49
Boston Financial Management
Massachusetts
$49.9M -$1.23M -24,577 -2%
Renaissance Technologies
50
Renaissance Technologies
New York
$49.4M +$31.3M +624,300 +184%
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IGSB Hedge Fund Activity: Q4 2023 in Review

914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2023, worth a combined $16.8B — down 0.25% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new IGSB positions and 74 closed out — a net gain of 59 holders — while 266 added to existing stakes and 384 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $406M. The largest seller was Johns Hopkins University, cutting an estimated $440M.

  • 914 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2023, up from 872 in Q3 2023.
  • Funds reported $16.8B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2023, down 0.25% quarter-over-quarter.
  • 133 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 74 closed out, a net change of +59 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $406M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Johns Hopkins University, an estimated $440M sold.

Based on aggregated 13F filings for Q4 2023.