IGSB icon

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
+$267M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$48.3M
3
Stifel Financial
Stifel Financial
Missouri
+$40.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$36M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$34.9M

Top Sellers

1
DILIC
Dai-ichi Life Insurance Company
Japan
-$419M
2
NI
NYL Investors
New York
-$271M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
4
ACG
Arch Capital Group
Bermuda
-$167M
5
Bank of America
Bank of America
North Carolina
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
426
Arkadios Wealth Advisors
Georgia
$1.38M +$295K +5,748 +27%
SM
427
Sweeney & Michel
California
$1.38M +$9.45K +184 +0.7%
BP
428
Ballentine Partners
Massachusetts
$1.37M – – –
CA
429
Clearstead Advisors
Ohio
$1.37M +$1.37M +26,684 New
PWM
430
Perigon Wealth Management
California
$1.37M -$34.9K -682 -2%
RIL
431
Rothschild Investment LLC
Illinois
$1.36M -$88.4K -1,726 -6%
PAA
432
Peregrine Asset Advisers
Oregon
$1.35M -$7.28K -142 -0.5%
AWM
433
Axxcess Wealth Management
California
$1.34M +$375K +7,320 +39%
SFS
434
Strategic Financial Services
New York
$1.33M – – –
SL
435
SWMG LLC
Texas
$1.33M +$694K +13,545 +109%
SWP
436
Strategic Wealth Partners
Ohio
$1.31M -$154K -2,998 -10%
PBO
437
Peoples Bank (Ohio)
Ohio
$1.3M +$19.4K +379 +2%
CWM
438
Calamos Wealth Management
Illinois
$1.29M -$625K -12,201 -33%
BMC
439
Bear Mountain Capital
Washington
$1.29M -$210K -4,075 -14%
YDMI
440
Y.D. More Investments
Israel
$1.27M – – –
AWM
441
Aprio Wealth Management
Georgia
$1.27M -$42.6K -832 -3%
FNBT
442
FineMark National Bank & Trust
Florida
$1.26M -$108K -2,100 -8%
ISL
443
Ingalls & Snyder LLC
New York
$1.26M – – –
SWM
444
Spire Wealth Management
Virginia
$1.26M -$311K -6,078 -20%
NFG
445
Northeast Financial Group
Pennsylvania
$1.22M -$97.5K -1,903 -7%
WHC
446
Wulff, Hansen & Co
California
$1.21M -$730K -14,255 -38%
DL
447
DOHJ LLC
Washington
$1.21M +$226K +4,403 +23%
PFS
448
Prospera Financial Services
Texas
$1.2M -$1.46M -28,465 -55%
FCA
449
FinTrust Capital Advisors
South Carolina
$1.2M +$93.5K +1,825 +8%
KWM
450
Kingsview Wealth Management
Oregon
$1.16M +$76.2K +1,488 +7%
16 17
18
19 20