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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.

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
1
Morgan Stanley
New York
$977M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$173M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$57.7M
4
BlackRock
4
BlackRock
New York
$337M
5
BB
5
Busey Bank
Illinois
$118M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$504M
2
JSTA
2
Japan Science & Technology Agency
Japan
$790M
3
AC
3
Allstate Corporation
Illinois
$284M
4
NI
4
NYL Investors
New York
$557M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$675M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
101
Bray Capital Advisors
Florida
$21M +$1.09M +21,185 +5%
ACA
102
Anchor Capital Advisors
Massachusetts
$20.8M +$7.12M +138,783 +52%
NCM
103
Nelson Capital Management
California
$20.5M -$315K -6,148 -2%
PCIA
104
Prime Capital Investment Advisors
Kansas
$20.4M +$2.26M +43,983 +12%
SWM
105
Stockman Wealth Management
Montana
$20.3M +$6.38M +124,421 +46%
HNB
106
Huntington National Bank
Ohio
$20.1M -$23.6M – –
BHWM
107
Bar Harbor Wealth Management
New Hampshire
$19.8M -$365K -7,121 -2%
AIM
108
Acropolis Investment Management
Missouri
$19.7M +$782K +15,245 +4%
FM
109
Family Management
New York
$19.5M +$19.5M +380,797 New
RIG
110
RiverFront Investment Group
Virginia
$19.5M +$17.7M +346,147 +1,036%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$19.2M -$1.71M -33,334 -8%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$19.1M +$7.97M +155,458 +71%
AFS
113
Amtrust Financial Services
New York
$18.9M – – –
CPIG
114
Chicago Partners Investment Group
Illinois
$18.4M +$2.45M +47,825 +15%
ASW
115
Astoria Strategic Wealth
Texas
$18.4M -$260K -5,064 -1%
FEG
116
Fund Evaluation Group
Ohio
$18.2M -$1.38K -27 -0%
Deutsche Bank
117
Deutsche Bank
Germany
$18.1M +$93K +1,813 +0.5%
OIA
118
OneDigital Investment Advisors
Kansas
$17.9M +$14.4M +281,594 +418%
SW
119
SVB Wealth
Massachusetts
$17.8M -$295K -5,750 -2%
AIMC
120
Alley Investment Management Company
Illinois
$17.6M +$1.04M +20,345 +6%
CMP
121
Courage Miller Partners
Virginia
$17.6M +$325K +6,333 +2%
DIP
122
DT Investment Partners
Pennsylvania
$17.1M +$379K +7,378 +2%
Creative Planning
123
Creative Planning
Kansas
$16.9M +$7.43M +144,996 +79%
MWA
124
MFA Wealth Advisors
Pennsylvania
$16.8M +$296K +5,767 +2%
SWP
125
Summit Wealth Partners
Florida
$16.4M -$321K -6,259 -2%
3 4
5
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