iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
917 hedge funds and large institutions have $16.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 264 increasing their positions, 386 reducing their positions, and 74 closing their positions.
84% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 74
5% more funds holding
Funds holding: 872 → 917 (+45)
1.78% more ownership
Funds ownership: 74.67% → 76.45% (+1.8%)
3% less capital invested
Capital invested by funds: $16.9B → $16.4B (-$530M)
11% less funds holding in top 10
Funds holding in top 10: 93 → 83 (-10)
32% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 386
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$130M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$56.5M |
| 3 |
BlackRock
New York
|
+$43.4M |
| 4 |
BB
Busey Bank
Urbana,
Illinois
|
+$39.4M |
| 5 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$440M |
| 2 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
-$297M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$114M |
| 4 |
NI
NYL Investors
New York
|
-$110M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.4M |
IGSB Hedge Fund Activity: Q4 2023 in Review
917 of the 6,869 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 $16.4B — down 3.1% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new IGSB positions and 74 closed out — a net gain of 62 holders — while 264 added to existing stakes and 386 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Johns Hopkins University, cutting an estimated $440M.
- 917 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 $16.4B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2023, down 3.1% quarter-over-quarter.
- 136 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2023 and 74 closed out, a net change of +62 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $130M 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.