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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 %
SFA
651
Sequoia Financial Advisors
Ohio
$350K -$36.4K -691 -9%
SCM
652
Seascape Capital Management
New Hampshire
$348K – – –
HWM
653
HB Wealth Management
Georgia
$348K -$1.11K -21 -0.3%
CAG
654
Curtis Advisory Group
California
$345K +$34.4K +654 +11%
ATC
655
Argent Trust Co
Tennessee
$344K – – –
BPAMU
656
BTG Pactual Asset Management US
New York
$344K +$344K +6,407 New
Ninety One (UK)
657
Ninety One (UK)
United Kingdom
$343K +$343K +6,520 New
SS
658
Sunbelt Securities
Texas
$343K +$6.74K +128 +2%
4WM
659
4J Wealth Management
Virginia
$340K +$263 +5 +0.1%
ISWM
660
Independent Solutions Wealth Management
New York
$337K -$129K -2,443 -28%
WMA
661
West Michigan Advisors
Michigan
$335K +$14K +266 +4%
ML
662
McAdam LLC
Pennsylvania
$334K +$17.7K +336 +6%
HFA
663
High Falls Advisors
New York
$334K -$30.1K -571 -8%
KWA
664
Kingswood Wealth Advisors
California
$333K -$113K -2,154 -25%
1WM
665
1900 Wealth Management
Texas
$331K -$25.5K -484 -7%
VWWMG
666
Vermillion & White Wealth Management Group
Pennsylvania
$331K -$5.27K -100 -2%
TA
667
Townsend & Associates
Colorado
$330K – – –
LA
668
Lifeworks Advisors
Michigan
$325K +$325K +6,181 New
MW
669
MBL Wealth
North Carolina
$325K -$86.9K -1,650 -21%
CPP
670
Capasso Planning Partners
South Carolina
$322K – – –
VA
671
Valmark Advisers
Ohio
$321K +$321K +6,093 New
PG
672
Patten Group
Tennessee
$320K – – –
SAM
673
Seelaus Asset Management
New Jersey
$319K – – –
TCM
674
TD Capital Management
Tennessee
$313K – – –
HBS
675
Howard Bailey Securities
Indiana
$312K +$312K +5,920 New
25 26
27
28 29