We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

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: 872914 (+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: 9383 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
101
Bray Capital Advisors
Florida
$21M +$1.06M +21,185 +5%
ACA
102
Anchor Capital Advisors
Massachusetts
$20.8M +$6.97M +138,783 +52%
NCM
103
Nelson Capital Management
California
$20.5M -$309K -6,148 -2%
PCIA
104
Prime Capital Investment Advisors
Kansas
$20.4M +$2.21M +43,983 +12%
SWM
105
Stockman Wealth Management
Montana
$20.3M +$6.25M +124,421 +46%
HNB
106
Huntington National Bank
Ohio
$20.1M
BHWM
107
Bar Harbor Wealth Management
New Hampshire
$19.8M -$358K -7,121 -2%
AIM
108
Acropolis Investment Management
Missouri
$19.7M +$766K +15,245 +4%
FM
109
Family Management
New York
$19.5M +$19.1M +380,797 New
RIG
110
RiverFront Investment Group
Virginia
$19.5M +$17.4M +346,147 +1,036%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$19.2M -$1.67M -33,334 -8%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$19.1M +$7.81M +155,458 +71%
AFS
113
Amtrust Financial Services
New York
$18.9M
CPIG
114
Chicago Partners Investment Group
Illinois
$18.4M +$2.4M +47,825 +15%
ASW
115
Astoria Strategic Wealth
Texas
$18.4M -$254K -5,064 -1%
FEG
116
Fund Evaluation Group
Ohio
$18.2M -$1.36K -27 -0%
Deutsche Bank
117
Deutsche Bank
Germany
$18.1M +$91K +1,813 +0.5%
OIA
118
OneDigital Investment Advisors
Kansas
$17.9M +$14.1M +281,594 +418%
SW
119
SVB Wealth
Massachusetts
$17.8M -$289K -5,750 -2%
AIMC
120
Alley Investment Management Company
Illinois
$17.6M +$1.02M +20,345 +6%
CMP
121
Courage Miller Partners
Virginia
$17.6M +$318K +6,333 +2%
DIP
122
DT Investment Partners
Pennsylvania
$17.1M +$370K +7,378 +2%
Creative Planning
123
Creative Planning
Kansas
$16.9M +$7.28M +144,996 +79%
MWA
124
MFA Wealth Advisors
Pennsylvania
$16.8M +$290K +5,767 +2%
SWP
125
Summit Wealth Partners
Florida
$16.4M -$314K -6,259 -2%

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.