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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 %
DP
926
DDD Partners
Washington
– -$3.33M -67,076 Closed
OHWP
927
Oak Harbor Wealth Partners
North Carolina
– -$1.68M -33,625 Closed
SBH
928
Segall Bryant & Hamill
Illinois
– -$1.34M -26,962 Closed
AWM
929
Axxcess Wealth Management
California
– -$1.31M -26,234 Closed
WF
930
Wayfinding Financial
Washington
– -$931K -18,726 Closed
GT
931
Glenview Trust
Kentucky
– -$837K -16,797 Closed
FC
932
FCA Corp
Texas
– -$705K -14,155 Closed
B
933
Bellecapital
Switzerland
– -$668K -13,398 Closed
SFC
934
Strategic Financial Concepts
Texas
– -$606K -12,155 Closed
PCMC
935
Paragon Capital Management (Colorado)
Colorado
– -$576K -11,557 Closed
SWM
936
Seed Wealth Management
Illinois
– -$528K -10,600 Closed
CPSC
937
Carl P. Sherr & Co
Massachusetts
– -$455K -9,132 Closed
WWP
938
WR Wealth Planners
Missouri
– -$454K -9,108 Closed
SG
939
StoneX Group
New York
– -$427K -8,571 Closed
TSS
940
Two Sigma Securities
New York
– -$418K -8,388 Closed
IAA
941
Ironsides Asset Advisors
North Carolina
– -$416K -8,349 Closed
OPWM
942
Oxinas Partners Wealth Management
Indiana
– -$379K -7,613 Closed
VCM
943
Vivaldi Capital Management
Illinois
– -$364K -7,300 Closed
FCB
944
First County Bank
Connecticut
– -$338K -6,792 Closed
DI
945
DFPG Investments
Utah
– -$329K -6,603 Closed
LWA
946
Lineweaver Wealth Advisors
Ohio
– -$309K -6,200 Closed
PCWA
947
Pacific Capital Wealth Advisors
California
– -$306K -6,138 Closed
CWM
948
Cornerstone Wealth Management
Missouri
– -$291K -5,849 Closed
HWM
949
Hemington Wealth Management
Virginia
– -$270K -5,436 Closed
BIAS
950
Beacon Investment Advisory Services
New Jersey
– -$270K -5,415 Closed
36 37
38
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