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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
PCWA
951
Pacific Capital Wealth Advisors
California
– -$306K -6,138 Closed
CWM
952
Cornerstone Wealth Management
Missouri
– -$291K -5,849 Closed
HWM
953
Hemington Wealth Management
Virginia
– -$270K -5,436 Closed
BIAS
954
Beacon Investment Advisory Services
New Jersey
– -$270K -5,415 Closed
AWM
955
Accurate Wealth Management
Florida
– -$259K -5,230 Closed
SPW
956
Sonoma Private Wealth
California
– -$253K -5,069 Closed
HCA
957
Horan Capital Advisors
Ohio
– -$246K -4,944 Closed
TF
958
Trek Financial
Arizona
– -$241K -4,828 Closed
FPCP
959
Fort Point Capital Partners
California
– -$228K -4,585 Closed
MGIA
960
Matthew Goff Investment Advisor
Texas
– -$213K -4,277 Closed
ICG
961
InterOcean Capital Group
Tennessee
– -$211K -4,243 Closed
PMG
962
ProVise Management Group
Florida
– -$209K -4,201 Closed
FMN
963
Financial Management Network
California
– -$208K -4,198 Closed
9WM
964
9258 Wealth Management
Ohio
– -$207K -4,153 Closed
AOWM
965
Alpha Omega Wealth Management
Virginia
– -$207K -4,145 Closed
RPA
966
Rock Point Advisors
Vermont
– -$204K -4,100 Closed
CAM
967
Concorde Asset Management
Michigan
– -$201K -4,034 Closed
FMII
968
Farmers & Merchants Investments Inc
Nebraska
– -$157K -3,152 Closed
HWP
969
Hibernia Wealth Partners
Louisiana
– -$112K -2,251 Closed
Legacy Financial Group (Iowa)
970
Legacy Financial Group (Iowa)
Iowa
– -$103K -2,057 Closed
RIA
971
Realta Investment Advisors
Delaware
– -$63.8K -1,272 Closed
BA
972
Ballast Advisors
Minnesota
– -$45.2K -908 Closed
BWS
973
Buck Wealth Strategies
Colorado
– -$39.9K -801 Closed
HL
974
HeadInvest LLC
Maine
– -$33.4K -673 Closed
BCM
975
BluePath Capital Management
Georgia
– -$29.6K -595 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.