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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.79%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Barings
North Carolina
$355M
2
Northern Trust
Northern Trust
Illinois
$1.06B
3
Ameriprise
Ameriprise
Minnesota
$567M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$52.9M
5
EB
Eastern Bank
Massachusetts
$46.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$454M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$317M
3
NI
NYL Investors
New York
$277M
4
SGDR
SPX Gestao de Recursos
Brazil
$0
5
GI
Gradient Investments
Minnesota
$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$124M +$3.95M +77,069 +3%
Truist Financial
27
Truist Financial
North Carolina
$119M -$7.02M -136,953 -6%
RJA
28
Raymond James & Associates
Florida
$118M +$508K +9,897 +0.4%
BB
29
Busey Bank
Illinois
$118M -$364K -7,106 -0.3%
DWM
30
Dynasty Wealth Management
Florida
$116M +$116M +2,265,851 New
QWP
31
Quotient Wealth Partners
Texas
$112M +$14.2M +276,183 +14%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$107M +$4.7M +92,461 +5%
Members Trust
33
Members Trust
Florida
$95.7M -$10.3M -200,683 -10%
HTC
34
Haverford Trust Company
Pennsylvania
$94.7M +$3.41M +66,456 +4%
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$86.6M +$10.2M +199,309 +13%
OCM
36
One Capital Management
California
$81.6M +$4.06M +79,130 +5%
SLF
37
Sun Life Financial
Ontario, Canada
$77.4M – – –
FT
38
Fiduciary Trust
Massachusetts
$76.8M +$1.12M +21,931 +1%
KeyBank National Association
39
KeyBank National Association
Ohio
$73.7M -$5.66M -110,357 -7%
HighTower Advisors
40
HighTower Advisors
Illinois
$71.1M +$41.6M +810,582 +141%
LPL Financial
41
LPL Financial
California
$69.5M +$684K +13,329 +1%
DWM
42
Destination Wealth Management
California
$66.2M +$5.15M +100,345 +8%
Mariner
43
Mariner
Kansas
$65.7M +$7.99M +155,740 +14%
WJWM
44
Williams Jones Wealth Management
New York
$59.1M -$3.5M -68,180 -6%
AssetMark Inc
45
AssetMark Inc
California
$58M +$655K +12,770 +1%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$57.7M – – –
US Bancorp
47
US Bancorp
Minnesota
$54.9M -$5.83M -113,662 -10%
MD
48
Money Design
Japan
$54.7M -$21.2M -413,739 -28%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$53.9M +$2.75M +53,635 +5%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$53.6M +$20.9M +407,200 +64%
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