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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
914
Holders Change
+42
Holders Change %
+4.82%
% of All Funds
13.33%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.21%
New
133
Increased
266
Reduced
384
Closed
74
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$249K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$406M
2
JP Morgan Chase
JP Morgan Chase
New York
+$130M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$56.5M
4
BlackRock
BlackRock
New York
+$43.4M
5
BB
Busey Bank
Illinois
+$39.4M

Top Sellers

Rank Fund Capital Flow
1
JHU
Johns Hopkins University
Maryland
-$440M
2
JSTA
Japan Science & Technology Agency
Japan
-$297M
3
AC
Allstate Corporation
Illinois
-$114M
4
NI
NYL Investors
New York
-$110M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$86.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
901
SignatureFD
Georgia
$4.04K +$3.97K +79 New
CAL
902
Capital Advisors Ltd
Ohio
$4K – – –
RVM
903
Robinson Value Management
Texas
$3.85K – – –
VWM
904
Venturi Wealth Management
Texas
$3.59K – – –
APC
905
Aspire Private Capital
North Carolina
$3.54K – – –
RFS
906
Richardson Financial Services
Massachusetts
$2.82K +$2.76K +55 New
TFG
907
Team Financial Group
California
$2.46K +$2.41K +48 New
BAM
908
Bellevue Asset Management
Washington
$2K – – –
BCMLT
909
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.79K – – –
KFI
910
Key Financial Inc
Pennsylvania
$1.64K – – –
MFIM
911
Mesirow Financial Investment Management
Illinois
$1.5K +$1.47M +29,222 New
DWA
912
Delos Wealth Advisors
Texas
$1.44K – – –
TC
913
Truvestments Capital
Florida
$1.38K – – –
TAM
914
Townsend Asset Management
North Carolina
$1.33K – – –
VF
915
VitalStone Financial
Texas
$1K – – –
WCM Investment Management
916
WCM Investment Management
California
$718 +$703 +14 New
OP
917
ORG Partners
Indiana
$297 – – –
NMM
918
Naples Money Management
Florida
$103 +$100 +2 New
BL
919
BFSG LLC
California
$52 +$50 +1 New
Toronto Dominion Bank
920
Toronto Dominion Bank
Ontario, Canada
– -$40.6M -814,000 Closed
Jane Street
921
Jane Street
New York
– -$32.6M -654,996 Closed
FTUS
922
Flow Traders U.S.
New York
– -$15.3M -307,653 Closed
EFM
923
Eley Financial Management
Vermont
– -$12.4M -249,657 Closed
OMC
924
Old Mission Capital
Illinois
– -$11.3M -226,924 Closed
JFG
925
Jefferies Financial Group
New York
– -$9.97M -200,000 Closed
35 36
37
38 39

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.