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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 %
APC
901
Aspire Private Capital
North Carolina
$3.54K – – –
RFS
902
Richardson Financial Services
Massachusetts
$2.82K +$2.82K +55 New
TFG
903
Team Financial Group
California
$2.46K +$2.46K +48 New
BAM
904
Bellevue Asset Management
Washington
$2K – – –
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.79K – – –
KFI
906
Key Financial Inc
Pennsylvania
$1.64K – – –
MFIM
907
Mesirow Financial Investment Management
Illinois
$1.5K +$1.5K +29,222 New
DWA
908
Delos Wealth Advisors
Texas
$1.44K – – –
TC
909
Truvestments Capital
Florida
$1.38K – – –
TAM
910
Townsend Asset Management
North Carolina
$1.33K – – –
VF
911
VitalStone Financial
Texas
$1K – – –
WCM Investment Management
912
WCM Investment Management
California
$718 +$718 +14 New
OP
913
ORG Partners
Indiana
$297 -$81 – –
NMM
914
Naples Money Management
Florida
$103 +$103 +2 New
BL
915
BFSG LLC
California
$52 +$52 +1 New
Toronto Dominion Bank
916
Toronto Dominion Bank
Ontario, Canada
– -$40.6M -814,000 Closed
Jane Street
917
Jane Street
New York
– -$32.6M -654,996 Closed
FTUS
918
Flow Traders U.S.
New York
– -$15.3M -307,653 Closed
EFM
919
Eley Financial Management
Vermont
– -$12.4M -249,657 Closed
OMC
920
Old Mission Capital
Illinois
– -$11.3M -226,924 Closed
JFG
921
Jefferies Financial Group
New York
– -$9.97M -200,000 Closed
SEM
922
Strategic Equity Management
Arizona
– -$8.58M -172,168 Closed
CWM
923
Concentric Wealth Management
California
– -$5.56M -111,562 Closed
EW
924
Evoke Wealth
California
– -$4.57M -91,776 Closed
PWS
925
Precision Wealth Strategies
Missouri
– -$3.35M -67,146 Closed
35 36
37
38 39