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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
12.66%
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
1
BlackRock
New York
$624M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$56.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$173M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$54.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$51.2M

Top Sellers

1
DILIC
1
Dai-ichi Life Insurance Company
Japan
$0
2
NI
2
NYL Investors
New York
$5.37M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$123M
4
ACG
4
Arch Capital Group
Bermuda
$111M
5
Bank of America
5
Bank of America
North Carolina
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$111M +$3.72M +72,604 +3%
ACG
27
Arch Capital Group
Bermuda
$111M -$167M -3,251,706 -60%
Truist Financial
28
Truist Financial
North Carolina
$111M -$8.84M -172,575 -7%
FLPIM
29
F.L. Putnam Investment Management
Massachusetts
$106M +$19.7M +384,814 +23%
HTC
30
Haverford Trust Company
Pennsylvania
$96.6M +$1.96M +38,178 +2%
Members Trust
31
Members Trust
Florida
$94.5M -$1.13M -22,146 -1%
FT
32
Fiduciary Trust
Massachusetts
$78.9M +$2.15M +41,949 +3%
SLF
33
Sun Life Financial
Ontario, Canada
$77.3M – – –
KeyBank National Association
34
KeyBank National Association
Ohio
$76.5M +$2.85M +55,529 +4%
HighTower Advisors
35
HighTower Advisors
Illinois
$75.4M +$4.31M +84,013 +6%
DWM
36
Dynasty Wealth Management
Florida
$72.4M -$43.7M -852,552 -38%
QWP
37
Quotient Wealth Partners
Texas
$69.9M -$42.5M -828,732 -38%
DWM
38
Destination Wealth Management
California
$67.5M +$1.31M +25,556 +2%
LPL Financial
39
LPL Financial
California
$66.7M -$2.69M -52,432 -4%
AssetMark Inc
40
AssetMark Inc
California
$63.7M +$5.74M +112,112 +10%
Mariner
41
Mariner
Kansas
$62.9M -$2.71M -52,887 -4%
OCM
42
One Capital Management
California
$60.8M -$20.7M -403,278 -25%
WJWM
43
Williams Jones Wealth Management
New York
$59.8M +$784K +15,307 +1%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$57.6M – – –
MD
45
Money Design
Japan
$56.8M +$2.12M +41,461 +4%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$56.5M +$48.3M +942,002 +588%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$55.2M +$1.32M +25,746 +2%
Renaissance Technologies
48
Renaissance Technologies
New York
$54.1M +$36M +702,997 +199%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$51.2M +$34.9M +679,643 +214%
CCA
50
Clearwater Capital Advisors
Illinois
$51.2M +$835K +16,298 +2%
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