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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 %
RG
726
Retirement Group
California
$241K +$53.6K +1,045 +29%
ML
727
McAdam LLC
Pennsylvania
$240K -$28.9K -564 -11%
PO
728
Private Ocean
California
$238K -$1.17M -22,843 -83%
TCM
729
TD Capital Management
Tennessee
$236K – – –
VPI
730
Value Partners Investments
Manitoba, Canada
$233K +$233K +4,544 New
SFG
731
Seamount Financial Group
Colorado
$233K +$233K +4,543 New
CIS
732
Custom Index Systems
New York
$232K +$232K +4,525 New
LNWWM
733
Laird Norton Wetherby Wealth Management
California
$231K – – –
FIA
734
Foundations Investment Advisors
Arizona
$231K -$132K -2,560 -36%
HS
735
Horan Securities
United States
$231K +$2.77K +54 +1%
RCG
736
Regatta Capital Group
California
$231K -$25.6K -500 -10%
T
737
TNF
Montana
$231K -$10.2K -199 -4%
MSG
738
Main Street Group
Virginia
$231K +$231K +4,496 New
IAIM
739
International Assets Investment Management
Florida
$230K +$230K +4,478 New
SWM
740
SeaCrest Wealth Management
New York
$228K -$148K -2,898 -39%
DWP
741
Destiny Wealth Partners
Florida
$227K – – –
EIA
742
Edgemoor Investment Advisors
Maryland
$226K -$22.6K -440 -9%
AFP
743
Ausdal Financial Partners
Iowa
$226K -$16.1K -314 -7%
GCA
744
Greenwood Capital Associates
South Carolina
$225K -$74K -1,443 -25%
BBA
745
BLB&B Advisors
Pennsylvania
$224K -$65.4K -1,275 -23%
EWM
746
Empirical Wealth Management
Washington
$223K -$6.67K -130 -3%
CTA
747
Colonial Trust Advisors
South Carolina
$223K – – –
WI
748
Wintrust Investments
Illinois
$222K -$3.28K -64 -1%
FP
749
Financial Perspectives
Minnesota
$222K -$2.05K -40 -0.9%
LNB
750
Ledyard National Bank
$221K -$93.9K -1,832 -30%
28 29
30
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