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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

945 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 299 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
12.58%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.08%
New
133
Increased
373
Reduced
299
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
NYL Investors
New York
+$497M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.3M
3
DWM
Dynasty Wealth Management
Florida
+$74.6M
4
EWA
EP Wealth Advisors
California
+$59.4M
5
MCM
MAI Capital Management
Ohio
+$59.2M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$468M
2
JSTA
Japan Science & Technology Agency
Japan
-$259M
3
Charles Schwab
Charles Schwab
California
-$118M
4
ACG
Arch Capital Group
Bermuda
-$88M
5
Morgan Stanley
Morgan Stanley
New York
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Hilton Capital Management
New York
$6.92M -$2.04M -39,553 -23%
FLA
227
Financial Life Advisors
Texas
$6.91M +$311K +6,018 +5%
AWM
228
Apollon Wealth Management
South Carolina
$6.87M +$820K +15,853 +14%
TNBTD
229
Trustmark National Bank Trust Department
Mississippi
$6.86M +$136K +2,633 +2%
ET
230
Equitable Trust
Tennessee
$6.8M +$647K +12,509 +11%
ST
231
Sabal Trust
Florida
$6.78M -$1.23M -23,849 -15%
WA
232
Wealthstar Advisors
Texas
$6.73M +$6.73M +130,262 New
CISOA
233
Capital Investment Services of America
Wisconsin
$6.72M +$9.82K +190 +0.1%
HCP
234
Holt Capital Partners
Texas
$6.69M +$1.55K +30 +0%
Deutsche Bank
235
Deutsche Bank
Germany
$6.69M -$2.22K -43 -0%
WBG
236
Wharton Business Group
Pennsylvania
$6.61M +$87.1K +1,685 +1%
OAM
237
Oppenheimer Asset Management
New York
$6.55M +$19.4K +376 +0.3%
DCM
238
Disciplina Capital Management
Tennessee
$6.52M -$1.07M -20,713 -14%
RC
239
Roundview Capital
New Jersey
$6.36M -$305K -5,900 -5%
PAG
240
Private Advisor Group
New Jersey
$6.15M -$880K -17,014 -13%
KWM
241
Kiker Wealth Management
Georgia
$6.14M +$6.14M +118,678 New
RFC
242
Regions Financial Corp
Alabama
$6.11M +$451K +8,719 +8%
SC
243
Savant Capital
Illinois
$6.09M +$3.76M +72,643 +161%
DC
244
Davenport & Co
Virginia
$6.07M +$875K +16,931 +17%
RCA
245
Resonant Capital Advisors
Wisconsin
$5.95M +$326K +6,298 +6%
Mirae Asset Global Investments
246
Mirae Asset Global Investments
South Korea
$5.95M +$982K +19,000 +20%
BIS
247
BG Investment Services
Guam
$5.93M +$5.93M +114,620 New
CICC
248
Capital Investment Counsel (Colorado)
Colorado
$5.84M -$675K -13,059 -10%
UB
249
UMB Bank
Missouri
$5.83M -$50.5K -977 -0.9%
CC
250
Courier Capital
New York
$5.74M -$2.16M -41,814 -27%
8 9
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