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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 %
ACA
876
Atlas Capital Advisors
Wyoming
$10.3K – – –
FIM
877
FWL Investment Management
Texas
$10.3K – – –
PCMC
878
Planning Capital Management Corporation
Pennsylvania
$10.3K +$10.3K +200 New
PAIM
879
Punch & Associates Investment Management
Minnesota
$10.2K -$10.2K -200 -50%
FFA
880
Founders Financial Alliance
North Carolina
$9.99K +$102 +2 +1%
MAWCM
881
Mine & Arao Wealth Creation & Management
California
$9.99K +$154 +3 +2%
CAS
882
Coppell Advisory Solutions
Texas
$9.28K -$40.5K -789 -81%
FPB
883
First PREMIER Bank
South Dakota
$9K – – –
RFA
884
Register Financial Advisors
Georgia
$7.97K +$51 +1 +0.6%
CCM
885
Chilton Capital Management
Texas
$7.54K – – –
PCM
886
Penserra Capital Management
California
$7K +$7K +145 New
BWL
887
Bogart Wealth LLC
Virginia
$6.2K -$461 -9 -7%
LC
888
Lindbrook Capital
California
$6.15K +$6.15K +120 New
FCAS
889
First Command Advisory Services
Texas
$6.1K -$974 -19 -14%
RCM
890
Raleigh Capital Management
North Carolina
$6.05K +$6.05K +118 New
TCPG
891
Trivant Custom Portfolio Group
California
$5.13K – – –
CFD
892
Creative Financial Designs
Indiana
$5.13K – – –
FWM
893
FSA Wealth Management
Massachusetts
$5K +$5K +100 New
SRCM
894
Signature Resources Capital Management
California
$4.36K +$4.36K +85 New
KA
895
Kozak & Associates
Colorado
$4.27K – – –
CIAS
896
Capital Investment Advisory Services
North Carolina
$4.05K – – –
S
897
SignatureFD
Georgia
$4.04K +$4.04K +79 New
CAL
898
Capital Advisors Ltd
Ohio
$4K – – –
RVM
899
Robinson Value Management
Texas
$3.85K – – –
VWM
900
Venturi Wealth Management
Texas
$3.59K – – –
34 35
36
37 38