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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 %
LFA
801
LGT Financial Advisors
Texas
$71K +$718 +14 +1%
CFO
802
CVA Family Office
Colorado
$69.4K +$69.4K +1,353 New
VWM
803
Valley Wealth Managers
New Jersey
$69K -$103 -2 -0.1%
HI
804
Horizon Investments
North Carolina
$67.8K +$51.2K +1,002 +309%
PCMC
805
Private Capital Management (Colorado)
Colorado
$66.7K – – –
RP
806
Rice Partnership
Hawaii
$66.2K +$66.2K +1,292 New
HR
807
Howe & Rusling
New York
$64.9K +$31.5K +615 +95%
EWA
808
Elevate Wealth Advisory
Georgia
$64.3K +$64.3K +1,254 New
BWP
809
Baldwin Wealth Partners
Massachusetts
$61.5K – – –
BTI
810
Blue Trust Inc
Georgia
$61K -$6.67K -134 -10%
BLC
811
Brown, Lisle/Cummings
Rhode Island
$60.2K -$154K -3,000 -72%
TWM
812
Tradition Wealth Management
Minnesota
$58K +$205 +4 +0.4%
CTB
813
Country Trust Bank
Illinois
$57.6K – – –
CIA
814
Cape Investment Advisory
Georgia
$55.3K – – –
FCMT
815
Founders Capital Management (Texas)
Texas
$53.3K -$56.1K -1,095 -51%
GWANC
816
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.9K +$52.9K +1,032 New
AF
817
Advisornet Financial
Minnesota
$51.8K -$4.72K -92 -8%
NL
818
NVWM LLC
Pennsylvania
$51.3K – – –
CB
819
CNB Bank
Pennsylvania
$51.3K – – –
SSG
820
Summit Securities Group
New York
$51K – – –
OC
821
Oakworth Capital
Alabama
$49.2K – – –
TAM
822
Tucker Asset Management
Colorado
$48.8K – – –
ITIM
823
Indiana Trust & Investment Management
Indiana
$48.7K +$9.74K +190 +25%
T
824
Tidemark
California
$48.6K +$48.6K +948 New
NRC
825
New Republic Capital
North Carolina
$46.6K +$7.08K +138 +18%
31 32
33
34 35