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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

870 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 304 increasing their positions, 354 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-12
Holders Change %
-1.36%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.06%
New
61
Increased
304
Reduced
354
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$624M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$56.5M
3
Stifel Financial
Stifel Financial
Missouri
$173M
4
Renaissance Technologies
Renaissance Technologies
New York
$54.1M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$51.2M

Top Sellers

1
DILIC
Dai-ichi Life Insurance Company
Japan
$0
2
NI
NYL Investors
New York
$5.37M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$123M
4
ACG
Arch Capital Group
Bermuda
$111M
5
Bank of America
Bank of America
North Carolina
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
276
Headlands Technologies
Illinois
$4.14M +$4.14M +80,849 New
NWA
277
New World Advisors
Massachusetts
$4.11M +$57.9K +1,129 +1%
GWM
278
Graybill Wealth Management
Illinois
$4.09M +$631K +12,319 +18%
HCC
279
Hirtle Callaghan & Co
Pennsylvania
$4.09M -$4.14M – –
APIM
280
Agate Pass Investment Management
Washington
$4.09M -$177K -3,451 -4%
FAM
281
Forte Asset Management
New York
$4.08M +$482K +9,399 +13%
SFA
282
Source Financial Advisors
New York
$4.06M -$90.4K -1,764 -2%
DC
283
Davenport & Co
Virginia
$3.99M +$586K +11,432 +17%
Betterment LLC
284
Betterment LLC
New York
$3.98M -$1.65M -32,253 -29%
HPC
285
HM Payson & Co
Maine
$3.93M – – –
GWM
286
GSB Wealth Management
Connecticut
$3.91M +$217K +4,243 +6%
JWM
287
JPL Wealth Management
Colorado
$3.88M +$306K +5,972 +9%
FA
288
FDx Advisors
Illinois
$3.87M -$1.88M -36,687 -33%
BMM
289
Buffington Mohr McNeal
Idaho
$3.84M -$264K -5,154 -6%
BCM
290
Boltwood Capital Management
California
$3.73M +$274K +5,355 +8%
CFGS
291
Concourse Financial Group Securities
Alabama
$3.7M -$3.02M -58,932 -45%
CCT
292
Capital City Trust
Florida
$3.69M -$66.8K -1,303 -2%
AAS
293
Avantax Advisory Services
Texas
$3.65M -$559K -10,901 -13%
MWM
294
MTC Wealth Management
Florida
$3.65M -$187K -3,647 -5%
TW
295
Trajan Wealth
Arizona
$3.62M -$311K -6,072 -8%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$3.61M -$931K -18,170 -20%
MSWM
297
McGlone Suttner Wealth Management
Wisconsin
$3.6M +$3.3M +64,285 +1,076%
BMMM
298
Boston Mountain Money Management
Arkansas
$3.59M +$120K +2,333 +3%
FFN
299
Focus Financial Network
Minnesota
$3.58M +$51.8K +1,004 +1%
AWM
300
Ameliora Wealth Management
Switzerland
$3.5M +$665K +12,979 +23%
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