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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 %
RW
601
Rede Wealth
Virginia
$442K -$12.8K -249 -3%
KWA
602
Kingswood Wealth Advisors
California
$434K -$45.5K -888 -9%
WP
603
WMS Partners
Maryland
$432K – – –
MFIMFI
604
Mesirow Financial Investment Management - Fixed Income
Illinois
$431K – – –
BFW
605
Brady Family Wealth
Missouri
$430K -$30.3K -592 -7%
RZH
606
Relyea Zuckerberg Hanson
Connecticut
$430K +$13.2K +258 +3%
CAM
607
Creekmur Asset Management
Illinois
$423K -$57.6K -1,124 -12%
NW
608
NewEdge Wealth
Pennsylvania
$420K -$31.4K -612 -7%
AEPWM
609
Atlantic Edge Private Wealth Management
Florida
$419K -$102K -1,985 -20%
BHWM
610
Beaird Harris Wealth Management
Texas
$418K +$359 +7 +0.1%
AWA
611
Arete Wealth Advisors
Illinois
$416K +$416K +8,123 New
C1AG
612
Client 1st Advisory Group
Florida
$414K -$34.3K -670 -8%
CCG
613
Ceeto Capital Group
Florida
$410K – – –
LCM
614
Lazari Capital Management
California
$409K +$409K +7,991 New
AF
615
Arrow Financial
New York
$407K -$1.15M -22,377 -74%
BCM
616
Becker Capital Management
Oregon
$406K -$666K -12,990 -62%
HCP
617
Hexagon Capital Partners
Arkansas
$406K -$10.4K -202 -2%
AFP
618
Ausdal Financial Partners
Iowa
$403K +$3.23K +63 +0.8%
MW
619
MBL Wealth
North Carolina
$400K -$317K -6,195 -44%
T
620
TrueFG
Texas
$390K -$55K -1,074 -12%
OPWM
621
Oxinas Partners Wealth Management
Indiana
$385K +$154 +3 +0%
AIP
622
Ameritas Investment Partners
Nebraska
$382K +$1.44K +28 +0.4%
GDP
623
Great Diamond Partners
Maine
$381K +$307 +6 +0.1%
CA
624
CGN Advisors
Kansas
$379K – – –
CAAS
625
Capital Asset Advisory Services
Michigan
$379K +$1.34K +26 +0.4%
23 24
25
26 27