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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 %
SFG
526
Sunburst Financial Group
Alabama
$740K – – –
EAM
527
Eagle Asset Management
Florida
$735K +$37.5K +721 +5%
SFFS
528
Stonehage Fleming Financial Services
Jersey
$729K – – –
BP
529
BNP Paribas
France
$724K +$631K +11,984 +676%
BS
530
Banco Santander
Spain
$722K – – –
ATI
531
ARK & TLK Investments
Oklahoma
$718K – – –
MBI
532
May Barnhard Investments
Maryland
$717K -$5.53K -105 -0.8%
KTA
533
Keeley-Teton Advisors
Illinois
$713K -$16.9K -320 -2%
FPFS
534
First Personal Financial Services
North Carolina
$710K -$18K -342 -2%
FAM
535
Family Asset Management
South Carolina
$707K -$410K -7,782 -37%
OWA
536
Octavia Wealth Advisors
Ohio
$700K -$2.11K -40 -0.3%
FCI
537
Financial Counselors Inc
Kansas
$696K +$181K +3,441 +35%
LG
538
LaFleur & Godfrey
Michigan
$695K -$15.9K -301 -2%
FHA
539
First Horizon Advisors
Tennessee
$692K -$5.64K -107 -0.8%
AIA
540
Alera Investment Advisors
Illinois
$691K +$48.7K +925 +8%
SL
541
SWMG LLC
Texas
$683K -$662K -12,765 -49%
WC
542
Wynn Capital
Georgia
$679K +$679K +12,900 New
AFA
543
American Financial Advisors
Georgia
$672K -$27.2K -516 -4%
FFP
544
FourThought Financial Partners
Florida
$671K +$18.1K +344 +3%
EWA
545
Exencial Wealth Advisors
Oklahoma
$669K +$297K +5,631 +80%
PS
546
Principal Securities
Iowa
$666K -$15.5K -294 -2%
NS
547
NBC Securities
Alabama
$651K -$51.6K -982 -7%
FIM
548
Freedom Investment Management
Connecticut
$649K -$10.3K -195 -2%
GC
549
Grimes & Company
Massachusetts
$644K -$23.5K -447 -4%
PFM
550
Phillips Financial Management
Indiana
$644K +$105 +2 +0%
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