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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 %
SW
501
SkyOak Wealth
Michigan
$854K -$14.4K -274 -2%
BWM
502
Buska Wealth Management
Wisconsin
$849K +$849K +16,123 New
WWM
503
WJ Wealth Management
Arizona
$848K -$29K -550 -3%
DL
504
DOHJ LLC
Washington
$847K -$394K -7,504 -32%
SIA
505
Schechter Investment Advisors
Michigan
$843K -$52.7K -1,000 -6%
SAI
506
Savvy Advisors Inc
New York
$834K +$85.8K +1,630 +11%
CWM
507
Congress Wealth Management
Massachusetts
$828K +$439K +8,335 +113%
SC
508
Saiph Capital
New Jersey
$822K -$28.4K -539 -3%
FPCG
509
Forum Private Client Group
Indiana
$818K -$25.8K -490 -3%
HI
510
Harbour Investments
Wisconsin
$813K +$8.22K +156 +1%
CCMINC
511
Cardinal Capital Management Inc (North Carolina)
North Carolina
$808K – – –
BPC
512
Banque Pictet & Cie
Switzerland
$806K – – –
GFWA
513
Grey Fox Wealth Advisors
Delaware
$803K -$29.2K -554 -4%
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$801K -$40.3K -766 -5%
BFA
515
Beaumont Financial Advisors
Massachusetts
$801K +$31.8K +603 +4%
ACA
516
Aptus Capital Advisors
Alabama
$797K +$741K +14,074 +1,335%
KPWS
517
Kestra Private Wealth Services
Texas
$787K +$26.8K +508 +4%
TA
518
TFB Advisors
Kansas
$781K +$4K +76 +0.5%
FWIA
519
Fort Washington Investment Advisors
Ohio
$766K -$111K -2,108 -13%
PHS
520
Pekin Hardy Strauss
Illinois
$766K -$11.8K -225 -2%
AWA
521
Acorn Wealth Advisors
Michigan
$759K +$36.1K +685 +5%
VCA
522
Verdence Capital Advisors
Maryland
$752K – – –
MLM
523
Mount Lucas Management
Pennsylvania
$748K +$31.1K +590 +4%
SW
524
SlateStone Wealth
Florida
$745K +$65K +1,235 +10%
WS
525
Wedbush Securities
California
$744K +$31.7K +602 +4%
19 20
21
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