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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 %
AA
776
Ancora Advisors
Ohio
$159K -$71.8K -1,400 -31%
FRA
777
Front Row Advisors
California
$138K -$51.2K -999 -27%
FDCDDQ
778
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K -$15.6K -305 -10%
EWM
779
EPG Wealth Management
Georgia
$133K -$37.9K -744 -22%
MCM
780
MidAtlantic Capital Management
Virginia
$129K +$129K +2,514 New
SIM
781
Studio Investment Management
Illinois
$120K – – –
LPP
782
Life Planning Partners
Florida
$111K +$111K +2,172 New
FGAM
783
Financial Gravity Asset Management
Texas
$110K +$26.5K +529 +32%
SWC
784
Spectrum Wealth Counsel
Indiana
$110K +$110K +2,143 New
SNB
785
Security National Bank
Nebraska
$104K +$104K +2,030 New
CWP
786
Concord Wealth Partners
Virginia
$104K -$1.64K -32 -2%
CB
787
Community Bank
New York
$97.4K – – –
WPA
788
West Paces Advisors
Georgia
$95.7K -$106K -2,065 -53%
CSC
789
Caldwell Sutter Capital
California
$92.2K +$18.9K +368 +26%
WP
790
WealthShield Partners
North Carolina
$90K -$58.7K -1,144 -39%
FSWA
791
Financial Synergies Wealth Advisors
Texas
$89.9K +$51.6K +1,036 +135%
PWMG
792
Prestige Wealth Management Group
New Jersey
$89.2K – – –
LWANC
793
Laurel Wealth Advisors (North Carolina)
North Carolina
$88.9K +$1.08K +21 +1%
NFSG
794
Newbridge Financial Services Group
Florida
$87.2K – – –
CSWM
795
Cassady Schiller Wealth Management
Ohio
$87.2K – – –
TFGT
796
TS Financial Group (TSFG)
Illinois
$79K -$12.5K -245 -14%
AF
797
Allworth Financial
California
$76K -$385K -7,501 -83%
AA
798
AlphaCentric Advisors
Puerto Rico
$75.6K -$11K -215 -13%
RLIM
799
Red Lighthouse Investment Management
New York
$73K – – –
WCM
800
Wunderlich Capital Managemnt
Tennessee
$71.8K – – –
30 31
32
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