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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 %
CWM
626
Congress Wealth Management
Massachusetts
$379K -$33.2K -648 -8%
IIC
627
Ironwood Investment Counsel
Arizona
$376K -$556K -10,856 -60%
SFA
628
Sequoia Financial Advisors
Ohio
$376K -$25.1K -490 -6%
CCG
629
Cypress Capital Group
Florida
$375K -$109K -2,120 -22%
DBRC
630
D.B. Root & Company
Pennsylvania
$368K +$368K +7,190 New
SB
631
Sunflower Bank
Texas
$368K – – –
GPA
632
Garrison Point Advisors
California
$366K +$26.6K +520 +8%
EWA
633
Exencial Wealth Advisors
Oklahoma
$363K +$62.4K +1,217 +21%
CWP
634
CFM Wealth Partners
Texas
$361K – – –
ClearBridge Investments
635
ClearBridge Investments
New York
$359K -$5.33K -104 -1%
HFA
636
High Falls Advisors
New York
$354K -$11.6K -227 -3%
1WM
637
1900 Wealth Management
Texas
$347K -$27.5K -537 -7%
CF
638
Centaurus Financial
California
$345K – – –
EH
639
Equitable Holdings
New York
$343K -$17.5K -342 -5%
CSA
640
Cottage Street Advisors
Massachusetts
$342K – – –
HWM
641
HB Wealth Management
Georgia
$339K – – –
SCM
642
Seascape Capital Management
New Hampshire
$338K – – –
FA
643
Fiduciary Alliance
South Carolina
$335K +$6.13K +120 +2%
VPI
644
Value Partners Investments
Manitoba, Canada
$335K – – –
ATC
645
Argent Trust Co
Tennessee
$335K – – –
4WM
646
4J Wealth Management
Virginia
$330K -$22.1K -432 -6%
GA
647
Greytown Advisors
Florida
$328K – – –
TA
648
Townsend & Associates
Colorado
$327K – – –
SS
649
Sunbelt Securities
Texas
$327K +$76.8K +1,498 +31%
VWWMG
650
Vermillion & White Wealth Management Group
Pennsylvania
$327K – – –
24 25
26
27 28