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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 %
First Manhattan
676
First Manhattan
New York
$318K -$8.97K -175 -3%
TPWA
677
TRUE Private Wealth Advisors
Oregon
$316K – – –
MOS
678
MGO One Seven
Ohio
$314K +$34.3K +669 +12%
CPP
679
Capasso Planning Partners
South Carolina
$313K -$151K -2,944 -33%
AWM
680
Avaii Wealth Management
Wisconsin
$310K -$10.7K -208 -3%
ML
681
Mayport LLC
Massachusetts
$310K +$310K +6,039 New
SFP
682
Shepherd Financial Partners
Massachusetts
$309K – – –
AL
683
Aspiriant LLC
California
$308K +$923 +18 +0.3%
PCM
684
Parsons Capital Management
Rhode Island
$305K +$22.5K +438 +8%
GWAM
685
Guardian Wealth Advisors (Minnesota)
Minnesota
$305K -$22.6K -441 -7%
IIC
686
Integrated Investment Consultants
Michigan
$303K -$8.2K -160 -3%
GWCM
687
Godshalk Welsh Capital Management
Pennsylvania
$299K +$3.23K +63 +1%
FAFN
688
First Affirmative Financial Network
Colorado
$298K +$21.8K +426 +8%
HPM
689
Hoxton Planning & Management
West Virginia
$298K – – –
DWT
690
Dorsey & Whitney Trust
South Dakota
$297K – – –
SL
691
SWMG LLC
Texas
$290K -$113K -2,203 -28%
GJIA
692
Glass Jacobson Investment Advisors
Maryland
$289K +$461 +9 +0.2%
WDC
693
Woodward Diversified Capital
California
$287K +$43.3K +844 +18%
CAG
694
Curtis Advisory Group
California
$286K -$241K -4,700 -46%
AGP
695
Autumn Glory Partners
Texas
$281K – – –
CT
696
Colonial Trust
South Carolina
$281K -$224K -4,369 -44%
ONB
697
Old National Bancorp
Indiana
$281K -$13.5K -263 -5%
WAS
698
WESPAC Advisors SoCal
California
$278K -$4.69M -91,410 -94%
EWM
699
Evercore Wealth Management
New York
$274K – – –
DIA
700
Davidson Investment Advisors
Montana
$273K -$38K -741 -12%
26 27
28
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