iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
914 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 133 funds opening new positions, 266 increasing their positions, 384 reducing their positions, and 74 closing their positions.
80% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 74
5% more funds holding
Funds holding: 872 → 914 (+42)
4.07% more ownership
Funds ownership: 74.67% → 78.74% (+4.1%)
0% less capital invested
Capital invested by funds: $16.9B → $16.8B (-$42.5M)
11% less funds holding in top 10
Funds holding in top 10: 93 → 83 (-10)
31% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$406M |
| 2 |
JP Morgan Chase
New York
|
+$130M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$56.5M |
| 4 |
BlackRock
New York
|
+$43.4M |
| 5 |
BB
Busey Bank
Urbana,
Illinois
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$440M |
| 2 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
-$297M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$114M |
| 4 |
NI
NYL Investors
New York
|
-$110M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.4M |
IGSB Hedge Fund Activity: Q4 2023 in Review
914 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2023, worth a combined $16.8B — down 0.25% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new IGSB positions and 74 closed out — a net gain of 59 holders — while 266 added to existing stakes and 384 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $406M. The largest seller was Johns Hopkins University, cutting an estimated $440M.
- 914 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2023, up from 872 in Q3 2023.
- Funds reported $16.8B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2023, down 0.25% quarter-over-quarter.
- 133 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 74 closed out, a net change of +59 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $406M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2023 was Johns Hopkins University, an estimated $440M sold.
Based on aggregated 13F filings for Q4 2023.