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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
12.65%
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
BlackRock
New York
+$267M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$48.3M
3
Stifel Financial
Stifel Financial
Missouri
+$40.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$36M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$34.9M

Top Sellers

1
DILIC
Dai-ichi Life Insurance Company
Japan
-$419M
2
NI
NYL Investors
New York
-$271M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
4
ACG
Arch Capital Group
Bermuda
-$167M
5
Bank of America
Bank of America
North Carolina
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
526
Stonebridge Capital Advisors
Minnesota
$700K – – –
HCA
527
Heck Capital Advisors
Wisconsin
$700K +$511K +9,969 +269%
ATI
528
ARK & TLK Investments
Oklahoma
$698K – – –
MLM
529
Mount Lucas Management
Pennsylvania
$697K -$30K -585 -4%
WIA
530
World Investment Advisors
California
$696K +$696K +13,587 New
WS
531
Wedbush Securities
California
$693K -$12.1K -237 -2%
LG
532
LaFleur & Godfrey
Michigan
$692K -$8.15K -159 -1%
EAM
533
Eagle Asset Management
Florida
$685K -$47.3K -928 -6%
NS
534
NBC Securities
Alabama
$684K -$146K -2,856 -18%
OWA
535
Octavia Wealth Advisors
Ohio
$683K +$159K +3,102 +30%
PCM
536
Parsons Capital Management
Rhode Island
$682K +$295K +5,748 +76%
AFA
537
American Financial Advisors
Georgia
$680K +$5.84K +114 +0.9%
FHA
538
First Horizon Advisors
Tennessee
$679K -$42.5K -829 -6%
RA
539
RFG Advisory
Alabama
$667K +$163K +3,179 +32%
PS
540
Principal Securities
Iowa
$663K +$3.18K +62 +0.5%
SW
541
SlateStone Wealth
Florida
$662K +$70.5K +1,375 +12%
GC
542
Grimes & Company
Massachusetts
$650K +$666 +13 +0.1%
FIM
543
Freedom Investment Management
Connecticut
$642K -$159K -3,100 -20%
FFP
544
FourThought Financial Partners
Florida
$635K +$17.4K +339 +3%
Millennium Management
545
Millennium Management
New York
$633K -$4.9M -95,595 -89%
PFM
546
Phillips Financial Management
Indiana
$626K -$33.1K -646 -5%
AIA
547
Alera Investment Advisors
Illinois
$625K +$625K +12,202 New
MWM
548
Mascoma Wealth Management
New Hampshire
$623K -$346K -6,762 -36%
AFO
549
Allie Family Office
Florida
$617K +$359K +7,000 +139%
FA
550
Faithward Advisors
Pennsylvania
$614K -$26.9K -524 -4%
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