IGSB icon

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 %
FIM
526
Freedom Investment Management
Connecticut
$771K -$26.5K -516 -3%
PHS
527
Pekin Hardy Strauss
Illinois
$770K -$20.5K -400 -3%
FWIA
528
Fort Washington Investment Advisors
Ohio
$747K +$1.54K +30 +0.2%
1WM
529
1900 Wealth Management
Texas
$737K -$351K -6,854 -32%
GC
530
GFG Capital
Florida
$737K – – –
WSTAM
531
Wilbanks Smith & Thomas Asset Management
Virginia
$736K -$655K -12,783 -47%
HT
532
Headlands Technologies
Illinois
$733K +$733K +14,287 New
EFG
533
Ehrlich Financial Group
California
$729K +$729K +14,213 New
NPP
534
New Potomac Partners
Maryland
$724K -$1.14M -22,244 -61%
SFG
535
Sunburst Financial Group
Alabama
$721K – – –
CAM
536
Creekmur Asset Management
Illinois
$720K +$720K +14,045 New
AAS
537
Ameritas Advisory Services
Nebraska
$719K -$102K -1,999 -12%
BRWA
538
B. Riley Wealth Advisors
Florida
$714K -$201K -3,917 -22%
PS
539
Principal Securities
Iowa
$712K +$712K +13,878 New
SFFS
540
Stonehage Fleming Financial Services
Jersey
$710K – – –
BS
541
Banco Santander
Spain
$703K – – –
BFEC
542
Benjamin F. Edwards & Company
Missouri
$702K -$63.1K -1,231 -8%
FHA
543
First Horizon Advisors
Tennessee
$700K -$117K -2,285 -14%
ATI
544
ARK & TLK Investments
Oklahoma
$699K +$699K +13,629 New
AWA
545
Acorn Wealth Advisors
Michigan
$693K +$19.3K +377 +3%
WP
546
WealthSource Partners
California
$692K +$76.6K +1,494 +12%
SVWG
547
Shared Vision Wealth Group
United States
$690K +$690K +13,451 New
FPFS
548
First Personal Financial Services
North Carolina
$686K +$3.08K +60 +0.5%
PFM
549
Phillips Financial Management
Indiana
$677K +$64K +1,249 +10%
WS
550
Wedbush Securities
California
$675K +$167K +3,251 +33%
20 21
22
23 24