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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 %
CP
826
Castleview Partners
Texas
$45.1K – – –
MIFH
827
Migdal Insurance & Financial Holdings
Israel
$45K +$3.07K +60 +7%
IBOK
828
Independence Bank of Kentucky
Kentucky
$44.3K – – –
IPW
829
Impact Partnership Wealth
Georgia
$43.5K -$4.91M -95,789 -99%
RFG
830
REAP Financial Group
Texas
$43.1K +$43.1K +840 New
BC
831
Barrett & Company
Rhode Island
$41K – – –
RFA
832
Resurgent Financial Advisors
Georgia
$40.6K -$4.26K -83 -9%
SIC
833
Salem Investment Counselors
North Carolina
$38.8K +$22.9K +446 +144%
FWP
834
FAS Wealth Partners
Kansas
$37.7K +$1.03K +20 +3%
IFAM
835
Institutional & Family Asset Management
Colorado
$36.4K +$410 +8 +1%
SA
836
Scarborough Advisors
Maryland
$35.2K +$35.2K +687 New
CPG
837
Cornerstone Planning Group
New Jersey
$35K -$91.8K -1,791 -72%
YDMI
838
Y.D. More Investments
Israel
$33.6K – – –
HWA
839
HHM Wealth Advisors
Tennessee
$33.2K +$2.77K +54 +9%
ODG
840
O'Dell Group
Ohio
$33.1K +$33.1K +646 New
MHR
841
Matthew Hamilton Rosenberg
$31.4K +$359 +7 +1%
Qube Research & Technologies (QRT)
842
Qube Research & Technologies (QRT)
United Kingdom
$30.8K -$656K -12,800 -96%
MA
843
Montag & Associates
Georgia
$29.2K – – –
NCM
844
Northwest Capital Management
Oregon
$28.4K – – –
HGERS
845
Householder Group Estate & Retirement Specialist
Arizona
$28K -$3.15K -62 -10%
CPA
846
Clear Point Advisors
New York
$27.7K +$27.7K +541 New
VAG
847
VisionPoint Advisory Group
Texas
$27.2K +$27.2K +531 New
BIA
848
Bell Investment Advisors
California
$25.7K +$25.7K +502 New
LF
849
Lee Financial
Texas
$25.7K – – –
CWC
850
Carolinas Wealth Consulting
North Carolina
$25.5K – – –
32 33
34
35 36