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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 %
Fisher Asset Management
551
Fisher Asset Management
Washington
$612K -$56.5K -1,103 -8%
FCT
552
Family Capital Trust
Massachusetts
$607K -$301K -5,879 -33%
BRWA
553
B. Riley Wealth Advisors
Florida
$596K -$318K -6,207 -35%
1IA
554
1834 Investment Advisors
Wisconsin
$579K +$9.07K +177 +2%
CIA
555
Concurrent Investment Advisors
Florida
$578K +$228K +4,453 +65%
WAS
556
Wealth Advisory Solutions
Indiana
$578K -$26.2K -512 -4%
BWA
557
BlueChip Wealth Advisors
Georgia
$578K -$18.4K -359 -3%
LB
558
Legacy Bridge
Iowa
$570K -$37.9K -740 -6%
CWS
559
Confluence Wealth Services
Pennsylvania
$568K +$358K +6,987 +171%
CCA
560
Criterion Capital Advisors
Tennessee
$567K -$46.1K -900 -8%
CAWM
561
Capital Advisors Wealth Management
Washington
$564K -$13.6K -266 -2%
EFS
562
Essex Financial Services
Connecticut
$564K +$564K +10,877 New
EDRIA
563
Edmonds Duncan Registered Investment Advisors
Kansas
$564K -$1.71M -33,415 -75%
CPA
564
Cardiff Park Advisors
California
$560K +$871 +17 +0.2%
SVWG
565
Shared Vision Wealth Group
United States
$557K +$3.43K +67 +0.6%
EWA
566
EverSource Wealth Advisors
Alabama
$554K +$119K +2,285 +27%
BHB
567
Bank Hapoalim BM
Israel
$549K -$347K – –
WC
568
Waterloo Capital
Texas
$542K +$156K +3,040 +40%
PWS
569
Peloton Wealth Strategists
Indiana
$541K -$33K -645 -6%
LFAS
570
Level Four Advisory Services
Texas
$538K +$36.5K +713 +7%
IWM
571
IHT Wealth Management
Illinois
$537K +$34.5K +674 +7%
DADC
572
D.A. Davidson & Co
Montana
$534K -$6.61K -129 -1%
FFA
573
Farther Finance Advisors
California
$534K +$27.2K +534 +5%
CFAM
574
Center For Asset Management
Florida
$519K -$1.83M -35,700 -78%
CWA
575
Cascade Wealth Advisors
Washington
$516K – – –
21 22
23
24 25