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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

883 hedge funds and large institutions have $15.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 326 increasing their positions, 322 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.77%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.93%
New
76
Increased
326
Reduced
322
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$110M
2
MMA
2
Miracle Mile Advisors
California
$73.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$267M
4
BlackRock
4
BlackRock
New York
$694M
5
SEI Investments
5
SEI Investments
Pennsylvania
$43.1M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$0
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$10.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$155M
4
AC
4
Allstate Corporation
Illinois
$176M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
26
Arch Capital Group
Bermuda
$114M – – –
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$110M +$105M +1,989,500 +2,049%
FLPIM
28
F.L. Putnam Investment Management
Massachusetts
$107M -$1.84M -34,959 -2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$104M -$22.1M -420,526 -18%
HTC
30
Haverford Trust Company
Pennsylvania
$102M +$2.52M +47,794 +3%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$101M +$42.5M +806,503 +73%
RJA
32
Raymond James & Associates
Florida
$99.8M -$25.4M -481,540 -20%
LPL Financial
33
LPL Financial
California
$97.4M +$28.8M +546,088 +42%
HighTower Advisors
34
HighTower Advisors
Illinois
$79.8M +$2.35M +44,586 +3%
SLF
35
Sun Life Financial
Ontario, Canada
$79.5M – – –
AssetMark Inc
36
AssetMark Inc
California
$79.1M +$13.7M +259,539 +21%
KeyBank National Association
37
KeyBank National Association
Ohio
$78.6M +$47K +892 +0.1%
MMA
38
Miracle Mile Advisors
California
$73.9M +$72.3M +1,372,730 +4,417%
QWP
39
Quotient Wealth Partners
Texas
$73.2M +$1.41M +26,766 +2%
DWM
40
Destination Wealth Management
California
$71.8M +$2.52M +47,800 +4%
WJWM
41
Williams Jones Wealth Management
New York
$69.7M +$8.23M +156,300 +13%
Members Trust
42
Members Trust
Florida
$68.1M -$29M -551,429 -30%
FT
43
Fiduciary Trust
Massachusetts
$67.4M -$13.7M -260,173 -17%
OCM
44
One Capital Management
California
$61.9M -$644K -12,220 -1%
MD
45
Money Design
Japan
$61.3M +$2.9M +55,016 +5%
Mariner
46
Mariner
Kansas
$61.1M -$3.56M -67,571 -6%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$60.3M +$1.05M +20,000 +2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$58.9M +$2.12M +40,166 +4%
CCA
49
Clearwater Capital Advisors
Illinois
$54.3M +$1.72M +32,742 +3%
US Bancorp
50
US Bancorp
Minnesota
$51M +$2.27M +43,087 +5%
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