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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

944 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, 298 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+61
Holders Change %
+6.91%
% of All Funds
12.57%
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
298
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
1
NYL Investors
New York
$502M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M
3
DWM
3
Dynasty Wealth Management
Florida
$74.6M
4
EWA
4
EP Wealth Advisors
California
$267M
5
MCM
5
MAI Capital Management
Ohio
$59.2M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$41.9M
2
JSTA
2
Japan Science & Technology Agency
Japan
$538M
3
Charles Schwab
3
Charles Schwab
California
$1.09B
4
ACG
4
Arch Capital Group
Bermuda
$24.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$140M +$140M +2,713,318 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$130M -$11.9M -230,918 -8%
BB
28
Busey Bank
Illinois
$125M +$2.41M +46,635 +2%
Truist Financial
29
Truist Financial
North Carolina
$116M +$2.14M +41,404 +2%
HTC
30
Haverford Trust Company
Pennsylvania
$103M +$3.45M +66,679 +3%
LPL Financial
31
LPL Financial
California
$98.4M +$2.85M +55,061 +3%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$96.4M -$2.3M -44,469 -2%
FLPIM
33
F.L. Putnam Investment Management
Massachusetts
$94.3M -$11.1M -215,664 -11%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$92.9M +$35.1M +678,990 +61%
AssetMark Inc
35
AssetMark Inc
California
$89.5M +$11.8M +227,854 +15%
HighTower Advisors
36
HighTower Advisors
Illinois
$83.3M +$4.9M +94,723 +6%
KeyBank National Association
37
KeyBank National Association
Ohio
$79.6M +$2.37M +45,799 +3%
WJWM
38
Williams Jones Wealth Management
New York
$79.1M +$10.6M +205,500 +16%
SLF
39
Sun Life Financial
Ontario, Canada
$78M – – –
MMA
40
Miracle Mile Advisors
California
$76.3M +$3.74M +72,283 +5%
DWM
41
Dynasty Wealth Management
Florida
$74.6M +$74.6M +1,442,118 New
QWP
42
Quotient Wealth Partners
Texas
$73.5M +$1.58M +30,594 +2%
DWM
43
Destination Wealth Management
California
$71.5M +$933K +18,054 +1%
Members Trust
44
Members Trust
Florida
$64.6M -$2.25M -43,449 -3%
MD
45
Money Design
Japan
$63.5M +$3.32M +64,258 +6%
Mariner
46
Mariner
Kansas
$63.5M +$3.51M +67,917 +6%
OCM
47
One Capital Management
California
$61.9M +$1.12M +21,740 +2%
MCM
48
MAI Capital Management
Ohio
$59.2M +$59.2M +1,145,505 New
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$58.2M -$1.03M -20,000 -2%
CCA
50
Clearwater Capital Advisors
Illinois
$55.4M +$2.07M +40,076 +4%
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