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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 %
PWS
576
Peloton Wealth Strategists
Indiana
$559K +$74.2K +1,446 +15%
CWP
577
Cyndeo Wealth Partners
Florida
$551K -$7.54K -147 -1%
ISWM
578
Independent Solutions Wealth Management
New York
$545K -$56.4K -1,100 -9%
National Bank of Canada
579
National Bank of Canada
Quebec, Canada
$542K -$32.3M -630,823 -98%
MLM
580
Mount Lucas Management
Pennsylvania
$541K -$10.9K -212 -2%
S
581
Sachetta
Massachusetts
$539K +$539K +10,520 New
FUBT
582
First United Bank & Trust
Maryland
$537K -$46.6K -909 -8%
SCA
583
SMH Capital Advisors
Texas
$531K +$531K +10,353 New
TC
584
TownSquare Capital
Utah
$521K +$302K +5,894 +138%
DI
585
Disciplined Investments
Oklahoma
$516K +$70.5K +1,374 +16%
RIA
586
Regal Investment Advisors
Michigan
$512K -$26K -508 -5%
FHB
587
First Hawaiian Bank
Hawaii
$510K -$54.8K -1,068 -10%
MFA
588
Mayflower Financial Advisors
Massachusetts
$509K -$47.6K -929 -9%
USCWA
589
U.S. Capital Wealth Advisors
Texas
$508K – – –
MSA
590
Marathon Strategic Advisors
Pennsylvania
$503K +$503K +9,814 New
LFAS
591
Level Four Advisory Services
Texas
$502K +$2.82K +55 +0.6%
CAL
592
Capital Analysts LLC
Pennsylvania
$501K -$21.6K -421 -4%
FCI
593
Financial Counselors Inc
Kansas
$501K +$27.2K +531 +6%
AWM
594
Able Wealth Management
New Jersey
$495K +$495K +9,648 New
RSVP
595
Ramsay Stattman Vela & Price
Colorado
$494K -$20.5K -400 -4%
WA
596
Wambolt & Associates
Colorado
$493K +$493K +9,616 New
C1AG
597
Client 1st Advisory Group
Florida
$492K -$13.9K -271 -3%
AWM
598
AllSquare Wealth Management
New York
$491K – – –
MMA
599
Miracle Mile Advisors
California
$489K -$477K -9,299 -49%
CA
600
Continuum Advisory
Idaho
$485K -$104K -2,038 -18%
22 23
24
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