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 %
CWP
626
Corepath Wealth Partners
Arizona
$421K – – –
T
627
TrueFG
Texas
$421K +$1.95K +38 +0.5%
BHWM
628
Beaird Harris Wealth Management
Texas
$418K +$461 +9 +0.1%
CWP
629
CFM Wealth Partners
Texas
$417K -$308K -6,000 -42%
AR
630
Advisory Research
Illinois
$414K – – –
CCG
631
Ceeto Capital Group
Florida
$410K – – –
WAG
632
Windsor Advisory Group
Ohio
$409K +$102K +1,985 +33%
BWAM
633
Boyd Watterson Asset Management
Ohio
$408K -$4.72K -92 -1%
FPAS
634
Focus Partners Advisor Solutions
Missouri
$406K -$67.8K -1,322 -14%
AIP
635
Ameritas Investment Partners
Nebraska
$404K -$59.2K -1,155 -13%
DLHL
636
Donald L. Hagan LLC
Florida
$399K +$399K +7,773 New
CIA
637
Concurrent Investment Advisors
Florida
$397K +$397K +7,748 New
Nomura Asset Management
638
Nomura Asset Management
Japan
$395K +$395K +7,700 New
CWM
639
Congress Wealth Management
Massachusetts
$389K -$11.7K -229 -3%
EWA
640
Exencial Wealth Advisors
Oklahoma
$387K +$387K +7,538 New
Squarepoint
641
Squarepoint
New York
$385K -$4.38M -85,435 -92%
CA
642
CGN Advisors
Kansas
$379K -$7.04M -137,255 -95%
AWA
643
Arete Wealth Advisors
Illinois
$377K -$2.62K -51 -0.7%
WMA
644
West Michigan Advisors
Michigan
$375K -$57.4K -1,120 -13%
VWWMG
645
Vermillion & White Wealth Management Group
Pennsylvania
$373K +$373K +7,284 New
HFA
646
High Falls Advisors
New York
$372K -$35.1K -685 -9%
CAG
647
Csenge Advisory Group
Florida
$371K -$341K -6,642 -48%
SB
648
Sunflower Bank
Texas
$368K – – –
HWM
649
Howard Wealth Management
Connecticut
$367K -$83.9K -1,637 -19%
EH
650
Equitable Holdings
New York
$366K +$62.7K +1,223 +21%
24 25
26
27 28