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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 %
GLA
551
Good Life Advisors
Pennsylvania
$642K +$642K +12,180 New
FCT
552
Family Capital Trust
Massachusetts
$623K – – –
DW
553
Dodds Wealth
Colorado
$619K +$118K +2,251 +23%
FA
554
Faithward Advisors
Pennsylvania
$615K -$16.3K -309 -3%
HPM
555
Hudson Portfolio Management
New York
$609K +$609K +11,568 New
BWA
556
BlueChip Wealth Advisors
Georgia
$604K +$9.37K +178 +2%
1IA
557
1834 Investment Advisors
Wisconsin
$603K +$7.74K +147 +1%
CFA
558
Cahill Financial Advisors
Minnesota
$601K +$601K +11,410 New
CB
559
Commerce Bank
Missouri
$598K -$140K -2,655 -19%
PWS
560
Peloton Wealth Strategists
Indiana
$598K +$41.8K +793 +8%
FFA
561
Farther Finance Advisors
California
$596K +$45.2K +858 +8%
WAS
562
Wealth Advisory Solutions
Indiana
$589K -$5.79K -110 -1%
C1AG
563
Client 1st Advisory Group
Florida
$583K +$158K +3,000 +37%
SVWG
564
Shared Vision Wealth Group
United States
$578K +$4.74K +90 +0.8%
CP
565
Cumberland Partners
Ontario, Canada
$577K +$356K +6,755 +160%
CPA
566
Cardiff Park Advisors
California
$577K +$948 +18 +0.2%
EFS
567
Essex Financial Services
Connecticut
$567K +$261 +5 +0%
CCA
568
Criterion Capital Advisors
Tennessee
$567K – – –
LB
569
Legacy Bridge
Iowa
$561K -$25K -475 -4%
BHB
570
Bank Hapoalim BM
Israel
$558K -$549K – –
BRWA
571
B. Riley Wealth Advisors
Florida
$554K -$58.1K -1,105 -9%
DADC
572
D.A. Davidson & Co
Montana
$549K -$685 -13 -0.1%
EH
573
Equitable Holdings
New York
$536K +$183K +3,478 +52%
LFAS
574
Level Four Advisory Services
Texas
$534K -$12.3K -236 -2%
EDRIA
575
Edmonds Duncan Registered Investment Advisors
Kansas
$533K -$46.1K -875 -8%
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