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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 %
AG
501
AlTi Global
New York
$887K +$887K +17,300 New
SS
502
Simplicity Solutions
Minnesota
$879K +$120K +2,343 +16%
IA
503
IFG Advisory
Georgia
$877K +$81.4K +1,588 +10%
MIH
504
Meitav Investment House
Israel
$873K – – –
NP
505
NorthRock Partners
Minnesota
$872K +$872K +17,003 New
SCA
506
Stonebridge Capital Advisors
Minnesota
$869K -$53.8K -1,050 -6%
BCM
507
Brookstone Capital Management
Illinois
$862K +$314K +6,119 +57%
MW
508
MBL Wealth
North Carolina
$860K +$411K +8,015 +92%
MIA
509
MMBG Investment Advisors
Florida
$853K – – –
BFA
510
Beaumont Financial Advisors
Massachusetts
$850K +$42K +820 +5%
GC
511
Grimes & Company
Massachusetts
$847K -$35.5M -692,589 -98%
NS
512
NBC Securities
Alabama
$844K -$25.8K -504 -3%
SF
513
Summit Financial
New Jersey
$838K +$838K +16,349 New
FWM
514
Fonville Wealth Management
Virginia
$829K +$829K +16,167 New
HI
515
Harbour Investments
Wisconsin
$816K -$16K -312 -2%
GFWA
516
Grey Fox Wealth Advisors
Delaware
$815K -$129K -2,507 -14%
SAM
517
Smartleaf Asset Management
Massachusetts
$812K +$812K +15,841 New
KTA
518
Keeley-Teton Advisors
Illinois
$810K -$1.64M -31,935 -67%
MLA
519
My Legacy Advisors
Oregon
$804K -$117K -2,275 -13%
RCAG
520
Rehmann Capital Advisory Group
Michigan
$797K -$21.6K -421 -3%
MAS
521
Meeder Advisory Services
Ohio
$787K -$21.4M -416,384 -96%
CCMINC
522
Cardinal Capital Management Inc (North Carolina)
North Carolina
$787K – – –
VCA
523
Verdence Capital Advisors
Maryland
$783K +$39.8K +777 +5%
AIM
524
Alhambra Investment Management
Florida
$778K -$108K -2,108 -12%
HPM
525
Hudson Portfolio Management
New York
$775K -$25.6K -500 -3%
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