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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 %
AWM
651
Avaii Wealth Management
Wisconsin
$318K -$6.97K -136 -2%
CPP
652
Capasso Planning Partners
South Carolina
$313K – – –
WMA
653
West Michigan Advisors
Michigan
$313K +$7.12K +139 +2%
MRCM
654
M&R Capital Management
New Jersey
$313K – – –
PG
655
Patten Group
Tennessee
$311K – – –
SAM
656
Seelaus Asset Management
New Jersey
$310K +$6.2K +121 +2%
ML
657
McAdam LLC
Pennsylvania
$307K +$22.6K +441 +8%
TCM
658
TD Capital Management
Tennessee
$305K – – –
CAG
659
Curtis Advisory Group
California
$303K +$6.92K +135 +2%
IIC
660
Integrated Investment Consultants
Michigan
$302K – – –
DWT
661
Dorsey & Whitney Trust
South Dakota
$301K -$102 -2 -0%
HPM
662
Hoxton Planning & Management
West Virginia
$298K – – –
PI
663
PFG Investments
New York
$297K +$297K +5,799 New
JLBC
664
J.L. Bainbridge & Co
Florida
$293K -$11.4K -222 -4%
AWM
665
Able Wealth Management
New Jersey
$292K -$131K -2,550 -31%
WDC
666
Woodward Diversified Capital
California
$291K -$1.38K -27 -0.5%
WCM
667
WealthBridge Capital Management
Ohio
$287K +$287K +5,604 New
NP
668
NorthRock Partners
Minnesota
$285K -$285K -5,567 -50%
AGP
669
Autumn Glory Partners
Texas
$281K – – –
GJIA
670
Glass Jacobson Investment Advisors
Maryland
$279K +$410 +8 +0.1%
MOS
671
MGO One Seven
Ohio
$279K -$15.1K -295 -5%
AL
672
Aspiriant LLC
California
$278K -$6.66K -130 -2%
WPC
673
Waters Parkerson & Co
Louisiana
$278K +$5.13K +100 +2%
NPP
674
New Potomac Partners
Maryland
$277K -$5.12K -100 -2%
PT
675
Plimoth Trust
Massachusetts
$275K -$42.5K -830 -13%
25 26
27
28 29