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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

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

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
SEM
926
Strategic Equity Management
Arizona
– -$8.58M -172,168 Closed
CWM
927
Concentric Wealth Management
California
– -$5.56M -111,562 Closed
EW
928
Evoke Wealth
California
– -$4.57M -91,776 Closed
PWS
929
Precision Wealth Strategies
Missouri
– -$3.35M -67,146 Closed
DP
930
DDD Partners
Washington
– -$3.33M -67,076 Closed
OHWP
931
Oak Harbor Wealth Partners
North Carolina
– -$1.68M -33,625 Closed
SBH
932
Segall Bryant & Hamill
Illinois
– -$1.34M -26,962 Closed
AWM
933
Axxcess Wealth Management
California
– -$1.31M -26,234 Closed
WF
934
Wayfinding Financial
Washington
– -$931K -18,726 Closed
GT
935
Glenview Trust
Kentucky
– -$837K -16,797 Closed
FC
936
FCA Corp
Texas
– -$705K -14,155 Closed
B
937
Bellecapital
Switzerland
– -$668K -13,398 Closed
SFC
938
Strategic Financial Concepts
Texas
– -$606K -12,155 Closed
PCMC
939
Paragon Capital Management (Colorado)
Colorado
– -$576K -11,557 Closed
SWM
940
Seed Wealth Management
Illinois
– -$528K -10,600 Closed
CPSC
941
Carl P. Sherr & Co
Massachusetts
– -$455K -9,132 Closed
WWP
942
WR Wealth Planners
Missouri
– -$454K -9,108 Closed
SG
943
StoneX Group
New York
– -$427K -8,571 Closed
TSS
944
Two Sigma Securities
New York
– -$418K -8,388 Closed
IAA
945
Ironsides Asset Advisors
North Carolina
– -$416K -8,349 Closed
OPWM
946
Oxinas Partners Wealth Management
Indiana
– -$379K -7,613 Closed
VCM
947
Vivaldi Capital Management
Illinois
– -$364K -7,300 Closed
FCB
948
First County Bank
Connecticut
– -$338K -6,792 Closed
DI
949
DFPG Investments
Utah
– -$329K -6,603 Closed
LWA
950
Lineweaver Wealth Advisors
Ohio
– -$309K -6,200 Closed
36 37
38
39 40

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.