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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 %
USCWA
576
U.S. Capital Wealth Advisors
Texas
$508K -$2.72K -53 -0.5%
FHB
577
First Hawaiian Bank
Hawaii
$504K +$2.97K +58 +0.6%
FUBT
578
First United Bank & Trust
Maryland
$503K -$24.6K -480 -5%
FCI
579
Financial Counselors Inc
Kansas
$500K – – –
MSA
580
Marathon Strategic Advisors
Pennsylvania
$500K +$500K +9,765 New
CTWM
581
Cherry Tree Wealth Management
Minnesota
$493K – – –
DW
582
Dodds Wealth
Colorado
$493K +$493K +9,611 New
AWM
583
AllSquare Wealth Management
New York
$490K – – –
OWA
584
Outlook Wealth Advisors
Texas
$487K +$15K +2,725 +3%
IC
585
Innealta Capital
Texas
$485K +$485K +9,470 New
MFA
586
Mayflower Financial Advisors
Massachusetts
$485K -$20.5K -400 -4%
BFO
587
Boston Family Office
Massachusetts
$478K – – –
S
588
Sachetta
Massachusetts
$476K -$68.3K -1,320 -13%
DI
589
Disciplined Investments
Oklahoma
$473K -$48.7K -950 -9%
BJL
590
Brighton Jones LLC
Washington
$472K +$7.33K +143 +2%
SP
591
Successful Portfolios
Florida
$464K -$1.64K -32 -0.4%
First Manhattan
592
First Manhattan
New York
$459K -$33.7K -657 -7%
CWG
593
Cornerstone Wealth Group
North Carolina
$458K – – –
JCM
594
Janney Capital Management
Pennsylvania
$457K -$16.7K -325 -4%
M&T Bank
595
M&T Bank
New York
$456K -$706K -13,785 -61%
CWP
596
Cyndeo Wealth Partners
Florida
$455K +$57.2K +1,117 +14%
GWM
597
Geneos Wealth Management
Colorado
$455K +$29.9K +584 +7%
ISWM
598
Independent Solutions Wealth Management
New York
$453K -$60.3K -1,177 -12%
WTC
599
WhitTier Trust Company
Nevada
$443K -$11K -215 -2%
USB
600
Union Savings Bank
Connecticut
$442K -$16.7K -325 -4%
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