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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 %
JC
376
JBGlobal.com
New York
$2.23M +$2.23M +43,228 New
National Bank of Canada
377
National Bank of Canada
Quebec, Canada
$2.22M +$329K +6,362 +17%
BCM
378
Becker Capital Management
Oregon
$2.21M +$160K +3,101 +8%
BWM
379
Bulltick Wealth Management
Florida
$2.18M +$258K +4,985 +13%
AA
380
Ancora Advisors
Ohio
$2.17M +$330K +6,377 +18%
PWA
381
Physician Wealth Advisors
Utah
$2.16M +$109K +2,102 +5%
SC
382
Sapient Capital
Indiana
$2.15M +$2.15M +41,630 New
TSS
383
Two Sigma Securities
New York
$2.13M +$1.2M +23,283 +130%
GEA
384
Glen Eagle Advisors
New Jersey
$2.13M +$32.6K +631 +2%
1IA
385
1620 Investment Advisors
Massachusetts
$2.1M +$31.3K +606 +2%
WSFS
386
Wilmington Savings Fund Society
Delaware
$2.08M -$102K -1,976 -5%
IFS
387
Ifrah Financial Services
Arkansas
$2.07M +$51K +987 +3%
HHRDM
388
H&H Retirement Design & Management
Nevada
$2.07M -$17K -327 -0.8%
SFG
389
Sage Financial Group
Pennsylvania
$2.05M +$215K +4,164 +12%
Wealthfront Advisers
390
Wealthfront Advisers
California
$2.04M +$2.04M +39,419 New
WFAG
391
Wescott Financial Advisory Group
Pennsylvania
$2.02M -$447K -8,648 -18%
SFS
392
Sowell Financial Services
Arkansas
$2.02M +$2.02M +39,081 New
WA
393
Wilshire Advisors
California
$2.01M -$39.9K -771 -2%
CA
394
Clune & Associates
Illinois
$2M +$2M +38,700 New
BWM
395
Buska Wealth Management
Wisconsin
$1.99M +$1.15M +22,296 +138%
AG
396
AlTi Global
New York
$1.98M -$517K -10,000 -21%
First Trust Advisors
397
First Trust Advisors
Illinois
$1.97M -$3.21K -62 -0.2%
SCM
398
Steele Capital Management
Iowa
$1.96M -$209K -4,048 -10%
AWM
399
Aprio Wealth Management
Georgia
$1.95M -$27.6K -533 -1%
TFP
400
Tilia Fiduciary Partners
North Carolina
$1.95M +$39.9K +772 +2%
14 15
16
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