IGSB icon

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 %
NG
326
Novem Group
New York
$3.01M +$3.01M +58,272 New
MCP
327
Martin Capital Partners
Oregon
$3.01M -$1.3M -25,196 -30%
EP
328
Essential Planning
New Hampshire
$3M +$3M +57,631 New
IDBONY
329
Israel Discount Bank of New York
New York
$3M -$342K -6,609 -10%
JFL
330
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.93M – – –
VIA
331
Vantagepoint Investment Advisers
District of Columbia
$2.93M – – –
NAG
332
Northstar Advisory Group
New Jersey
$2.9M +$804K +15,559 +38%
C
333
Croban
Ohio
$2.88M +$2.88M +55,751 New
WAOTB
334
Wealth Advisors of Tampa Bay
Florida
$2.85M – – –
SCA
335
Snowden Capital Advisors
New York
$2.81M -$963K -18,630 -26%
AG
336
Ascent Group
Virginia
$2.81M +$294K +5,695 +12%
IAG
337
Investment Advisory Group
Massachusetts
$2.78M +$6.62K +128 +0.2%
FA
338
Fiduciary Alliance
South Carolina
$2.78M +$153K +2,953 +6%
ODIJL
339
One Day In July LLC
Vermont
$2.77M +$91.1K +1,762 +3%
VFPW
340
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.76M +$15.4K +298 +0.6%
CSP
341
Cary Street Partners
Virginia
$2.74M +$2.74M +52,933 New
AA
342
Argent Advisors
Louisiana
$2.73M -$612K -11,846 -18%
LBC
343
Lowe Brockenbrough & Co
Virginia
$2.73M +$519K +10,035 +24%
AWM
344
Aries Wealth Management
Maine
$2.7M -$111K -2,140 -4%
FCM
345
Fire Capital Management
California
$2.69M +$2.69M +52,037 New
EGA
346
Eagle Global Advisors
Texas
$2.68M +$259K +5,000 +11%
EGA
347
E&G Advisors
Texas
$2.65M +$432K +8,350 +19%
SAS
348
Sage Advisory Services
Texas
$2.63M -$4.4M -85,003 -63%
ANTB
349
AMG National Trust Bank
Colorado
$2.62M -$54.3K -1,050 -2%
CCA
350
Cobblestone Capital Advisors
New York
$2.6M +$80.5K +1,557 +3%
12 13
14
15 16