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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
D.E. Shaw & Co
New York
+$105M
2
MMA
Miracle Mile Advisors
California
+$72.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M
4
BlackRock
BlackRock
New York
+$53M
5
SEI Investments
SEI Investments
Pennsylvania
+$43.1M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$72.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$41.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$40.3M
4
AC
Allstate Corporation
Illinois
-$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
476
Transatlantique Private Wealth
New York
$1.01M -$2.13M -40,539 -68%
CIBC Asset Management
477
CIBC Asset Management
Ontario, Canada
$1M – – –
ZIM
478
Zacks Investment Management
Illinois
$999K +$125K +2,379 +14%
KP
479
Keel Point
Alabama
$990K -$211 -4 -0%
VWA
480
Visionary Wealth Advisors
Illinois
$989K -$441K -8,372 -31%
RCAG
481
Rehmann Capital Advisory Group
Michigan
$988K -$4.11K -78 -0.4%
WA
482
Wambolt & Associates
Colorado
$978K +$93.3K +1,776 +11%
LAM
483
Lewis Asset Management
California
$973K -$56.8K -1,078 -6%
AIM
484
Acropolis Investment Management
Missouri
$967K -$24M -456,516 -96%
QC
485
Quadrature Capital
United Kingdom
$953K -$10.2M -193,409 -91%
WLIM
486
White Lighthouse Investment Management
Massachusetts
$949K – – –
NGA
487
Naples Global Advisors
Florida
$947K +$122K +2,320 +15%
TSS
488
Two Sigma Securities
New York
$946K -$997K -18,931 -51%
AR
489
Advisory Research
Illinois
$939K – – –
FWM
490
Fonville Wealth Management
Virginia
$904K -$18.4K -350 -2%
LMKC
491
L.M. Kohn & Company
Ohio
$901K +$901K +17,119 New
AIFAIM
492
American Institute for Advanced Investment Management
Arizona
$898K -$19.3K -367 -2%
SI
493
Stonekeep Investments
New Mexico
$887K – – –
IA
494
IFG Advisory
Georgia
$882K -$49.2K -934 -5%
DWP
495
Daymark Wealth Partners
Ohio
$879K -$299K -5,684 -25%
MIA
496
MMBG Investment Advisors
Florida
$876K – – –
CIA
497
Concurrent Investment Advisors
Florida
$867K +$273K +5,185 +46%
AF
498
Advisornet Financial
Minnesota
$865K +$818K +15,530 +1,741%
CAM
499
Cresset Asset Management
Illinois
$864K -$39.3K -747 -4%
HCA
500
Heck Capital Advisors
Wisconsin
$856K +$136K +2,581 +19%
18 19
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