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 %
Lido Advisors
351
Lido Advisors
California
$2.56M +$252K +4,874 +11%
BMCM
352
Bryn Mawr Capital Management
Pennsylvania
$2.54M -$19.4K -375 -0.8%
PAS
353
Park Avenue Securities
New York
$2.54M -$259K -5,017 -9%
HAIM
354
Hunter Associates Investment Management
Pennsylvania
$2.52M -$202K -3,900 -7%
CCA
355
Checchi Capital Advisers
California
$2.5M +$219K +4,239 +10%
AIMU
356
Allianz Investment Management US
Minnesota
$2.49M – – –
DSC
357
Duncker Streett & Co
Missouri
$2.48M – – –
BCM
358
Beaumont Capital Management
Massachusetts
$2.47M -$80.3K -1,553 -3%
PGAM
359
Princeton Global Asset Management
New Jersey
$2.46M +$49.2K +951 +2%
BIA
360
Bigelow Investment Advisors
Maine
$2.46M +$414 +8 +0%
RPCA
361
Running Point Capital Advisors
California
$2.4M +$418K +8,090 +21%
UCB
362
United Community Bank
South Carolina
$2.38M +$219K +4,234 +10%
DG
363
DMC Group
Alabama
$2.37M +$47.5K +919 +2%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$2.37M -$1.65M -31,879 -41%
SVWAG
365
Sound View Wealth Advisors Group
Georgia
$2.36M – – –
AWE
366
Avidian Wealth Enterprises
Texas
$2.33M -$68.8K -1,331 -3%
CWM
367
Cabot Wealth Management
Massachusetts
$2.33M +$171K +3,314 +8%
MLA
368
My Legacy Advisors
Oregon
$2.31M +$1.14M +22,106 +98%
BHBT
369
Burke & Herbert Bank & Trust
Virginia
$2.28M -$1.03K -20 -0%
UIM
370
Unified Investment Management
Georgia
$2.27M +$2.27M +43,862 New
JWCA
371
J.W. Cole Advisors
Florida
$2.24M +$194K +3,747 +9%
IWA
372
IVC Wealth Advisors
Pennsylvania
$2.24M +$23.1K +447 +1%
FIBT
373
First International Bank & Trust
North Dakota
$2.24M +$51.4K +994 +2%
WIA
374
World Investment Advisors
California
$2.24M +$409K +7,920 +22%
AI
375
Atria Investments
North Carolina
$2.24M -$4.69M -90,622 -68%
13 14
15
16 17