IGSB icon

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 %
AWM
951
Accurate Wealth Management
Florida
– -$259K -5,230 Closed
SPW
952
Sonoma Private Wealth
California
– -$253K -5,069 Closed
HCA
953
Horan Capital Advisors
Ohio
– -$246K -4,944 Closed
TF
954
Trek Financial
Arizona
– -$241K -4,828 Closed
FPCP
955
Fort Point Capital Partners
California
– -$228K -4,585 Closed
MGIA
956
Matthew Goff Investment Advisor
Texas
– -$213K -4,277 Closed
ICG
957
InterOcean Capital Group
Tennessee
– -$211K -4,243 Closed
PMG
958
ProVise Management Group
Florida
– -$209K -4,201 Closed
FMN
959
Financial Management Network
California
– -$208K -4,198 Closed
9WM
960
9258 Wealth Management
Ohio
– -$207K -4,153 Closed
AOWM
961
Alpha Omega Wealth Management
Virginia
– -$207K -4,145 Closed
RPA
962
Rock Point Advisors
Vermont
– -$204K -4,100 Closed
CAM
963
Concorde Asset Management
Michigan
– -$201K -4,034 Closed
FMII
964
Farmers & Merchants Investments Inc
Nebraska
– -$157K -3,152 Closed
HWP
965
Hibernia Wealth Partners
Louisiana
– -$112K -2,251 Closed
Legacy Financial Group (Iowa)
966
Legacy Financial Group (Iowa)
Iowa
– -$103K -2,057 Closed
RIA
967
Realta Investment Advisors
Delaware
– -$63.8K -1,272 Closed
BA
968
Ballast Advisors
Minnesota
– -$45.2K -908 Closed
BWS
969
Buck Wealth Strategies
Colorado
– -$39.9K -801 Closed
HL
970
HeadInvest LLC
Maine
– -$33.4K -673 Closed
BCM
971
BluePath Capital Management
Georgia
– -$29.6K -595 Closed
FWM
972
Focused Wealth Management
New York
– -$24.3K -488 Closed
RA
973
Rise Advisors
New York
– -$24.2K -485 Closed
SSB
974
Sandy Spring Bank
Maryland
– -$19.1K -384 Closed
ANBT
975
American National Bank & Trust
Texas
– -$18.1K -364 Closed
36 37 38
39
40