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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
+$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 %
ClearBridge Investments
651
ClearBridge Investments
New York
$365K +$108K +2,113 +42%
CF
652
Centaurus Financial
California
$357K +$46.2K +900 +15%
Empower Advisory Group
653
Empower Advisory Group
Colorado
$355K +$355K +6,922 New
CB
654
Commerce Bank
Missouri
$355K – – –
SS
655
Sunbelt Securities
Texas
$354K -$107K -2,083 -23%
SAM
656
Seelaus Asset Management
New Jersey
$354K – – –
AWM
657
Atticus Wealth Management
Florida
$351K -$57.8K -1,128 -14%
JWM
658
JGP Wealth Management
Oregon
$351K +$351K +6,842 New
CIBC Private Wealth Group
659
CIBC Private Wealth Group
Georgia
$351K +$351K +6,841 New
PG
660
Patten Group
Tennessee
$343K +$343K +6,696 New
EWA
661
EverSource Wealth Advisors
Alabama
$342K +$341K +6,654 +44,360%
CSA
662
Cottage Street Advisors
Massachusetts
$342K – – –
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$340K -$43.9K -856 -11%
GPA
664
Garrison Point Advisors
California
$340K – – –
SCM
665
Seascape Capital Management
New Hampshire
$338K – – –
WP
666
WealthPLAN Partners
Nebraska
$337K -$201K -3,918 -37%
ATC
667
Argent Trust Co
Tennessee
$335K -$92.3K -1,800 -22%
VWA
668
Visionary Wealth Advisors
Illinois
$335K +$14.4K +280 +4%
GA
669
Greytown Advisors
Florida
$329K – – –
JLBC
670
J.L. Bainbridge & Co
Florida
$328K -$15.8K -309 -5%
SFA
671
Sequoia Financial Advisors
Ohio
$326K -$29.8K -581 -8%
TA
672
Townsend & Associates
Colorado
$324K -$9.32K -182 -3%
PT
673
Plimoth Trust
Massachusetts
$320K -$13.3K -260 -4%
Lido Advisors
674
Lido Advisors
California
$320K +$320K +6,240 New
SAI
675
Savvy Advisors Inc
New York
$319K +$319K +6,216 New
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27
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