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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

883 hedge funds and large institutions have $15.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 326 increasing their positions, 322 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.77%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.93%
New
76
Increased
326
Reduced
322
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$105M
2
MMA
Miracle Mile Advisors
California
+$72.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M
4
BlackRock
BlackRock
New York
+$53M
5
SEI Investments
SEI Investments
Pennsylvania
+$43.1M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$72.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$41.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$40.3M
4
AC
Allstate Corporation
Illinois
-$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODIJL
326
One Day In July LLC
Vermont
$2.73M -$28.1K -534 -1%
ANTB
327
AMG National Trust Bank
Colorado
$2.73M -$383K -7,279 -12%
JSL
328
JT Stratford LLC
Georgia
$2.7M +$119K +2,260 +5%
FA
329
Fiduciary Alliance
South Carolina
$2.67M +$2.33M +44,231 +674%
GC
330
Gilbert & Cook
Iowa
$2.64M -$2.43M -46,106 -48%
BMCM
331
Bryn Mawr Capital Management
Pennsylvania
$2.61M -$12.4K -235 -0.5%
BCM
332
Beaumont Capital Management
Massachusetts
$2.6M +$2.6M +49,319 New
FWM
333
Forza Wealth Management
Florida
$2.6M -$105 -2 -0%
CCA
334
Cobblestone Capital Advisors
New York
$2.56M -$641K -12,179 -20%
MWM
335
Mittelman Wealth Management
Massachusetts
$2.56M +$1.46M +27,794 +133%
Millennium Management
336
Millennium Management
New York
$2.56M +$1.91M +36,287 +294%
AG
337
Ascent Group
Virginia
$2.56M -$158K -2,997 -6%
NL
338
NWAM LLC
Washington
$2.56M +$2.56M +48,535 New
AG
339
AlTi Global
New York
$2.54M – – –
AIMU
340
Allianz Investment Management US
Minnesota
$2.53M -$527K -10,000 -17%
DSC
341
Duncker Streett & Co
Missouri
$2.52M – – –
WFAG
342
Wescott Financial Advisory Group
Pennsylvania
$2.52M -$46.2K -877 -2%
BIA
343
Bigelow Investment Advisors
Maine
$2.5M -$60.2K -1,143 -2%
EGA
344
Eagle Global Advisors
Texas
$2.47M -$20K -380 -0.8%
PGAM
345
Princeton Global Asset Management
New Jersey
$2.46M +$198K +3,756 +9%
AWE
346
Avidian Wealth Enterprises
Texas
$2.44M -$255K -4,847 -9%
SVWAG
347
Sound View Wealth Advisors Group
Georgia
$2.4M -$21K -399 -0.9%
SC
348
Savant Capital
Illinois
$2.37M +$84.9K +1,613 +4%
DG
349
DMC Group
Alabama
$2.37M +$5.9K +112 +0.2%
Lido Advisors
350
Lido Advisors
California
$2.35M -$1.21M -23,067 -34%
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