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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.

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

Top Sellers

1
JHU
Johns Hopkins University
Maryland
$504M
2
JSTA
Japan Science & Technology Agency
Japan
$790M
3
AC
Allstate Corporation
Illinois
$284M
4
NI
NYL Investors
New York
$557M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$675M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
151
R.M. Davis Inc
Maine
$12.4M -$2.62M -51,086 -17%
GIM
152
Goelzer Investment Management
Indiana
$12.4M +$435K +8,482 +4%
FCM
153
Fortis Capital Management
Washington
$12.3M +$102K +1,989 +0.8%
KL
154
KWMG LLC
Kansas
$12.3M -$28.3K -551 -0.2%
RJT
155
Raymond James Trust
Florida
$12.2M +$446K +8,694 +4%
JIR
156
James Investment Research
Ohio
$12.1M -$1.88M -36,572 -13%
DLCIG
157
D.L. Carlson Investment Group
New Hampshire
$12.1M +$322K +6,308 +3%
WIC
158
Woodmont Investment Counsel
Tennessee
$12.1M -$25.8K -504 -0.2%
Citigroup
159
Citigroup
New York
$11.9M +$299K +5,835 +3%
BWA
160
BlueSky Wealth Advisors
North Carolina
$11.9M +$448K +8,730 +4%
PFP
161
Pinnacle Financial Partners
Tennessee
$11.7M -$1.42M -27,644 -11%
TPCW
162
TD Private Client Wealth
New York
$11.4M +$980K +19,116 +9%
GGS
163
Galvin Gaustad & Stein
Arizona
$11.3M -$1.62M -31,600 -13%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$11.1M +$1.75M +34,147 +19%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$11.1M -$98.4K -1,920 -0.9%
MPM
166
Meritage Portfolio Management
Kansas
$11.1M -$366K -7,138 -3%
TWP
167
Total Wealth Planning
Ohio
$11M -$571K -11,139 -5%
LIM
168
Leavell Investment Management
Alabama
$10.4M +$4.23M +82,495 +69%
CAG
169
Crestwood Advisors Group
Massachusetts
$10.3M -$4M -77,931 -28%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$10.3M -$5.15M -100,432 -33%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$10.3M +$10.3M +200,000 New
BFC
172
Blue Fin Capital
Rhode Island
$10.1M +$1.2M +23,431 +14%
Cerity Partners
173
Cerity Partners
New York
$10M +$458K +8,932 +5%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$9.92M -$2.18M -42,556 -18%
SFG
175
StrategIQ Financial Group
Indiana
$9.92M -$914K -17,823 -8%
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