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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 %
AFA
551
American Financial Advisors
Georgia
$671K -$30.9K -602 -4%
BWA
552
BlueChip Wealth Advisors
Georgia
$653K +$653K +12,740 New
BWM
553
Bulltick Wealth Management
Florida
$652K +$103K +2,015 +19%
GRP
554
Global Retirement Partners
California
$646K -$82.8K -1,615 -11%
WIA
555
World Investment Advisors
California
$645K -$777K -15,151 -55%
LB
556
Legacy Bridge
Iowa
$637K -$175K -3,410 -22%
PL
557
Plancorp LLC
Missouri
$634K +$2.05K +40 +0.3%
LG
558
LaFleur & Godfrey
Michigan
$632K +$70K +1,365 +12%
Kovitz Investment Group Partners
559
Kovitz Investment Group Partners
Illinois
$632K +$17.6K +343 +3%
IWM
560
IHT Wealth Management
Illinois
$630K -$141K -2,751 -18%
FFP
561
FourThought Financial Partners
Florida
$625K -$359 -7 -0.1%
CCA
562
Criterion Capital Advisors
Tennessee
$623K +$623K +12,158 New
WAS
563
Wealth Advisory Solutions
Indiana
$623K -$674K -13,145 -52%
GW
564
GW & Wade
Massachusetts
$621K -$51.3K -1,000 -8%
BHPW
565
Beverly Hills Private Wealth
California
$612K +$612K +11,937 New
KFG
566
Kingdom Financial Group
Arizona
$611K +$149K +2,898 +32%
DADC
567
D.A. Davidson & Co
Montana
$608K -$41.4K -807 -6%
Fisher Asset Management
568
Fisher Asset Management
Washington
$590K -$43.2K -842 -7%
MBI
569
May Barnhard Investments
Maryland
$586K +$586K +11,421 New
WP
570
WMS Partners
Maryland
$576K -$199K -3,890 -26%
TPA
571
Trivium Point Advisory
Connecticut
$573K -$270K -5,259 -32%
1IA
572
1834 Investment Advisors
Wisconsin
$570K -$123K -2,400 -18%
KPWS
573
Kestra Private Wealth Services
Texas
$563K +$284K +5,534 +102%
CTWM
574
Cherry Tree Wealth Management
Minnesota
$562K -$138K -2,686 -20%
CPA
575
Cardiff Park Advisors
California
$559K +$13.5K +264 +2%
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