IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
451
Prospera Financial Services
Texas
$1.33M +$134K +2,599 +11%
GC
452
Gilbert & Cook
Iowa
$1.33M -$1.26M -24,338 -49%
GGI
453
Godsey & Gibb Inc
Virginia
$1.33M +$146K +2,831 +12%
RCAG
454
Rehmann Capital Advisory Group
Michigan
$1.32M +$352K +6,799 +36%
PAA
455
Peregrine Asset Advisers
Oregon
$1.32M -$49.1K -950 -4%
CFS
456
Coordinated Financial Services
Colorado
$1.32M +$1.32M +25,473 New
YDMI
457
Y.D. More Investments
Israel
$1.3M +$17.8K +345 +1%
AO
458
Advisor OS
Illinois
$1.3M +$124K +2,399 +11%
FNBT
459
FineMark National Bank & Trust
Florida
$1.29M -$74.9K -1,448 -5%
VT
460
Vise Technologies
New York
$1.29M +$14.8K +287 +1%
GFM
461
GEN Financial Management
Minnesota
$1.25M +$1.25M +24,234 New
ECM
462
Evergreen Capital Management
Washington
$1.23M -$346K -6,697 -22%
SWM
463
Spire Wealth Management
Virginia
$1.23M -$46.3K -896 -4%
XPN
464
XY Planning Network
Montana
$1.22M +$1.22M +23,661 New
GWMR
465
GC Wealth Management RIA
Massachusetts
$1.22M -$200K -3,865 -14%
PPA
466
Pacific Point Advisors
California
$1.22M +$1.22M +23,476 New
PBO
467
Peoples Bank (Ohio)
Ohio
$1.22M +$21.8K +421 +2%
NGA
468
Naples Global Advisors
Florida
$1.21M +$277K +5,350 +30%
BPW
469
Bingham Private Wealth
California
$1.19M +$1.19M +23,022 New
SWP
470
Strategic Wealth Partners
Ohio
$1.18M -$87.1K -1,678 -7%
CWM
471
Calamos Wealth Management
Illinois
$1.16M
KPWS
472
Kestra Private Wealth Services
Texas
$1.15M +$382K +7,394 +49%
RI
473
Rinkey Investments
California
$1.15M -$705K -13,640 -38%
JE
474
JMAC Enterprises
Pennsylvania
$1.15M +$23.1K +446 +2%
Millennium Management
475
Millennium Management
New York
$1.15M -$1.37M -26,436 -54%