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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 %
MW
751
Marcum Wealth
Ohio
$219K +$219K +4,277 New
VST
752
Van Strum & Towne
California
$218K +$218K +4,260 New
LEFP
753
Leading Edge Financial Planning
Tennessee
$215K -$225K -4,388 -51%
PWLP
754
Prio Wealth Limited Partnership
Massachusetts
$213K -$173K -3,375 -45%
CL
755
CIM LLC
New York
$213K +$213K +4,170 New
WB
756
Webster Bank
Connecticut
$213K – – –
JBA
757
Johnson Bixby & Associates
Washington
$213K +$213K +4,150 New
HIS
758
Horizon Investment Services
Indiana
$212K -$7.69K -150 -3%
CGFA
759
Colton Groome Financial Advisors
North Carolina
$212K +$212K +4,125 New
SAF
760
Smith Anglin Financial
Texas
$210K +$2.56K +50 +1%
SXL
761
Summit X LLC
Missouri
$208K +$208K +2,018 New
MCM
762
Mattern Capital Management
Colorado
$208K -$47.8K -933 -19%
IIM
763
Ipswich Investment Management
Massachusetts
$205K -$76.9K -1,500 -27%
MCA
764
Martin Capital Advisors
Texas
$203K +$203K +3,960 New
FHWM
765
Fox Hill Wealth Management
Massachusetts
$200K +$200K +3,902 New
PB
766
Pinnacle Bancorp
Nebraska
$197K -$36.6K -713 -16%
CBC
767
Coombe, Bender & Co
New York
$197K +$197K +3,834 New
APCM
768
Alaska Permanent Capital Management
Alaska
$192K – – –
CA
769
Crewe Advisors
Utah
$186K -$7.64K -149 -4%
PTC
770
Private Trust Company
Ohio
$185K +$9.74K +190 +6%
SR
771
Syntax Research
Florida
$183K -$4.26K -83 -2%
CTC
772
Central Trust Company
Missouri
$176K +$31.2K +609 +22%
AIC
773
Archer Investment Corporation
Indiana
$174K +$51 +1 +0%
CLOS
774
Compagnie Lombard Odier SCmA
Switzerland
$172K +$72.4K +1,411 +73%
OIA
775
Optimum Investment Advisors
Illinois
$168K -$772K -15,058 -82%
29 30
31
32 33