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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 %
WPC
701
Waters Parkerson & Co
Louisiana
$273K -$37.2K -725 -12%
PWMAG
702
Pinnacle Wealth Management Advisory Group
New Jersey
$272K – – –
IP
703
Ignite Planners
California
$271K -$29.7K -580 -10%
VCAM
704
Van Cleef Asset Management
Ohio
$269K – – –
OWM
705
OneAscent Wealth Management
Alabama
$264K – – –
CWM
706
Centurion Wealth Management
Virginia
$264K -$51 -1 -0%
Fiera Capital (Canada)
707
Fiera Capital (Canada)
Quebec, Canada
$263K -$40K -781 -13%
AFO
708
Allie Family Office
Florida
$258K +$258K +5,040 New
BSW
709
Buckingham Strategic Wealth
Missouri
$258K +$258K +5,027 New
BMCM
710
Black Maple Capital Management
Wisconsin
$256K – – –
EAM
711
Evanson Asset Management
California
$256K +$3.08K +60 +1%
CW
712
CreativeOne Wealth
Kansas
$256K +$256K +4,987 New
FA
713
Fiduciary Alliance
South Carolina
$255K +$255K +4,969 New
CSIC
714
Clifford Swan Investment Counsel
California
$253K -$23.6K -461 -9%
PWG
715
Private Wealth Group
Florida
$252K – – –
MG
716
Mather Group
Illinois
$250K -$24.9K -486 -9%
IWA
717
Icon Wealth Advisors
Texas
$249K +$249K +4,857 New
RW
718
Rede Wealth
Virginia
$249K -$9.95K -194 -4%
LCGC
719
Legacy Capital Group California
California
$247K +$247K +4,821 New
1CM
720
1492 Capital Management
Wisconsin
$246K +$3.64K +71 +2%
ACP
721
Aviance Capital Partners
Florida
$245K – – –
CE
722
Cornerstone Enterprises
Wisconsin
$245K +$245K +4,771 New
MC
723
Middleton & Co
Massachusetts
$244K – – –
CWM
724
C2C Wealth Management
Arizona
$244K – – –
AFM
725
Armstrong Fleming & Moore
District of Columbia
$243K – – –
27 28
29
30 31