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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 %
PWMAG
676
Pinnacle Wealth Management Advisory Group
New Jersey
$272K -$359 -7 -0.1%
IWA
677
Icon Wealth Advisors
Texas
$270K +$8.25K +159 +3%
GWAM
678
Guardian Wealth Advisors (Minnesota)
Minnesota
$270K -$20.4K -398 -7%
IP
679
Ignite Planners
California
$270K – – –
DIA
680
Davidson Investment Advisors
Montana
$264K -$12.5K -244 -5%
GBT
681
Grove Bank & Trust
Florida
$263K -$214K -4,170 -45%
IAS
682
Insigneo Advisory Services
Florida
$262K +$262K +5,042 New
AP
683
Americana Partners
Texas
$262K – – –
EAM
684
Evanson Asset Management
California
$260K +$2.56K +50 +1%
CAL
685
Capital Analysts LLC
Pennsylvania
$259K -$511K -9,952 -66%
SWM
686
SigFig Wealth Management
California
$258K +$13.4K +262 +5%
BMCM
687
Black Maple Capital Management
Wisconsin
$256K – – –
CIAS
688
CFS Investment Advisory Services
New Jersey
$255K +$255K +4,981 New
CSIC
689
Clifford Swan Investment Counsel
California
$253K – – –
1CM
690
1492 Capital Management
Wisconsin
$252K – – –
PWG
691
Private Wealth Group
Florida
$252K – – –
FAFN
692
First Affirmative Financial Network
Colorado
$251K -$28.9K -565 -10%
P
693
&Partners
Tennessee
$249K +$249K +4,867 New
RSVP
694
Ramsay Stattman Vela & Price
Colorado
$249K – – –
ACP
695
Aviance Capital Partners
Florida
$245K – – –
MC
696
Middleton & Co
Massachusetts
$244K – – –
CWM
697
C2C Wealth Management
Arizona
$243K – – –
SFG
698
Seamount Financial Group
Colorado
$243K +$7.17K +140 +3%
AWM
699
Accurate Wealth Management
Florida
$241K +$241K +4,672 New
ML
700
Mayport LLC
Massachusetts
$241K -$68.6K -1,339 -22%
26 27
28
29 30