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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 %
HPM
676
Hoxton Planning & Management
West Virginia
$310K +$4.21K +80 +1%
WDC
677
Woodward Diversified Capital
California
$310K +$10.8K +206 +4%
DWT
678
Dorsey & Whitney Trust
South Dakota
$310K +$105 +2 +0%
IIC
679
Integrated Investment Consultants
Michigan
$301K -$8.48K -161 -3%
PWPS
680
Pinnacle Wealth Planning Services
Ohio
$300K +$300K +5,700 New
JLBC
681
J.L. Bainbridge & Co
Florida
$297K -$3.58K -68 -1%
Financial Engines Advisors
682
Financial Engines Advisors
California
$295K +$295K +5,597 New
CW
683
CreativeOne Wealth
Kansas
$293K +$293K +5,565 New
WB
684
WesBanco Bank
West Virginia
$292K +$292K +5,536 New
GJIA
685
Glass Jacobson Investment Advisors
Maryland
$287K +$369 +7 +0.1%
AL
686
Aspiriant LLC
California
$286K – – –
EIA
687
Edgemoor Investment Advisors
Maryland
$285K +$52.7K +1,000 +23%
MOS
688
MGO One Seven
Ohio
$280K -$6.48K -123 -2%
NPP
689
New Potomac Partners
Maryland
$280K -$5.27K -100 -2%
CAL
690
Capital Analysts LLC
Pennsylvania
$278K +$12.6K +240 +5%
KDA
691
Kraft Davis & Associates
Missouri
$277K +$277K +5,339 New
IP
692
Ignite Planners
California
$277K – – –
IAS
693
Insigneo Advisory Services
Florida
$273K +$7.69K +146 +3%
AGP
694
Autumn Glory Partners
Texas
$272K -$16.7K -317 -6%
SAW
695
Signal Advisors Wealth
Michigan
$272K +$272K +5,160 New
CWM
696
Centurion Wealth Management
Virginia
$271K +$271K +5,148 New
GBT
697
Grove Bank & Trust
Florida
$271K – – –
PT
698
Plimoth Trust
Massachusetts
$270K -$12.6K -240 -4%
EAM
699
Evanson Asset Management
California
$270K +$2.79K +53 +1%
AP
700
Americana Partners
Texas
$269K – – –
26 27
28
29 30