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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

914 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 133 funds opening new positions, 266 increasing their positions, 384 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 74

5% more funds holding

Funds holding: 872 → 914 (+42)

4.07% more ownership

Funds ownership: 74.67% → 78.74% (+4.1%)

0% less capital invested

Capital invested by funds: $16.9B → $16.8B (-$42.5M)

11% less funds holding in top 10

Funds holding in top 10: 93 → 83 (-10)

31% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 384

Holders
914
Holders Change
+42
Holders Change %
+4.82%
% of All Funds
13.33%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.21%
New
133
Increased
266
Reduced
384
Closed
74
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$406M
2
JP Morgan Chase
JP Morgan Chase
New York
+$130M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$56.5M
4
BlackRock
BlackRock
New York
+$43.4M
5
BB
Busey Bank
Illinois
+$39.4M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$440M
2
JSTA
Japan Science & Technology Agency
Japan
-$297M
3
AC
Allstate Corporation
Illinois
-$114M
4
NI
NYL Investors
New York
-$110M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
51
Ritholtz Wealth Management
New York
$49.1M +$8.27M +164,701 +21%
CCA
52
Clearwater Capital Advisors
Illinois
$47.9M +$4.05M +80,574 +9%
RCG
53
Resource Consulting Group
Florida
$45.8M +$384K +7,640 +0.9%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$45.5M -$8.23M -163,857 -16%
UCFA
55
United Capital Financial Advisors
Texas
$45.4M -$27.2M -542,397 -38%
AFG
56
Arkansas Financial Group
Arkansas
$44.3M +$71.4K +1,421 +0.2%
BSB
57
Bangor Savings Bank
Maine
$42.4M -$880K -17,526 -2%
GI
58
Gradient Investments
Minnesota
$41.8M -$11.9M -237,105 -23%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$41.7M +$40.9M +814,090 New
KFAA
60
Klaas Financial Asset Advisors
Illinois
$41.6M +$1.18M +23,468 +3%
AC
61
Adroit Compliance
$41.6M +$40.8M +811,596 New
SI
62
Stephens Inc
Arkansas
$41.5M -$688K -13,692 -2%
SMFG
63
Sumitomo Mitsui Financial Group
Japan
$38.9M -$11.2M -222,272 -23%
PA
64
Procyon Advisors
Connecticut
$38.6M +$36.1M +719,830 +2,178%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$37.8M +$2.97M +59,183 +9%
AAP
66
Arax Advisory Partners
Colorado
$36.9M +$3.19M +63,495 +10%
ZIG
67
Zurich Insurance Group
Switzerland
$34.8M – – –
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$34.6M +$4.62M +92,000 +16%
AFIMH
69
American Family Insurance Mutual Holding
Wisconsin
$34.4M – – –
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$33.9M +$33.2M +661,457 New
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$32.7M +$32.1M +638,300 New
AWM
72
AE Wealth Management
Kansas
$32.1M +$3.1M +61,711 +11%
CIC
73
Cutler Investment Counsel
Oregon
$31.9M +$678K +13,497 +2%
GG
74
Greenwood Gearhart
Arkansas
$31.9M -$505K -10,058 -2%
CW
75
Connectus Wealth
Ohio
$30.6M +$2.34M +46,638 +8%
1 2
3
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IGSB Hedge Fund Activity: Q4 2023 in Review

914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2023, worth a combined $16.8B — down 0.25% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new IGSB positions and 74 closed out — a net gain of 59 holders — while 266 added to existing stakes and 384 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $406M. The largest seller was Johns Hopkins University, cutting an estimated $440M.

  • 914 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2023, up from 872 in Q3 2023.
  • Funds reported $16.8B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2023, down 0.25% quarter-over-quarter.
  • 133 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 74 closed out, a net change of +59 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $406M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Johns Hopkins University, an estimated $440M sold.

Based on aggregated 13F filings for Q4 2023.