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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 %
WC
601
Waterloo Capital
Texas
$483K +$483K +9,427 New
JCM
602
Janney Capital Management
Pennsylvania
$483K -$34.6K -674 -7%
CIBC World Market
603
CIBC World Market
Ontario, Canada
$482K +$263K +5,130 +120%
BFO
604
Boston Family Office
Massachusetts
$479K +$4.11K +80 +0.9%
GBT
605
Grove Bank & Trust
Florida
$477K – – –
GWM
606
Geneos Wealth Management
Colorado
$475K -$17.9K -349 -4%
PIA
607
Panoramic Investment Advisors
Colorado
$474K -$51.8K -1,011 -10%
SP
608
Successful Portfolios
Florida
$472K -$2.46K -48 -0.5%
BFW
609
Brady Family Wealth
Missouri
$471K -$28.2K -550 -6%
AIM
610
Astor Investment Management
Illinois
$471K +$104K +2,021 +28%
KWA
611
Kingswood Wealth Advisors
California
$471K +$134K +2,612 +40%
USB
612
Union Savings Bank
Connecticut
$467K -$117K -2,286 -20%
CCG
613
Cypress Capital Group
Florida
$466K -$451K -8,790 -49%
BJL
614
Brighton Jones LLC
Washington
$465K +$156K +3,033 +50%
WTC
615
WhitTier Trust Company
Nevada
$454K -$683K -13,315 -60%
BHB
616
Bank Hapoalim BM
Israel
$454K -$2.24M – –
SW
617
SlateStone Wealth
Florida
$454K +$12.8K +250 +3%
NW
618
NewEdge Wealth
Pennsylvania
$452K -$10.3K -200 -2%
TA
619
TFB Advisors
Kansas
$452K +$452K +8,817 New
MIC
620
Meridian Investment Counsel
California
$451K – – –
HCP
621
Hexagon Capital Partners
Arkansas
$438K -$179K -3,491 -29%
MFIMFI
622
Mesirow Financial Investment Management - Fixed Income
Illinois
$431K – – –
MRCM
623
M&R Capital Management
New Jersey
$431K – – –
Koshinski Asset Management
624
Koshinski Asset Management
Illinois
$430K -$253K -4,934 -37%
RZH
625
Relyea Zuckerberg Hanson
Connecticut
$422K -$1.23K -24 -0.3%
23 24
25
26 27