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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 %
BW
701
Bison Wealth
Georgia
$237K – – –
ONB
702
Old National Bancorp
Indiana
$235K – – –
HS
703
Horan Securities
United States
$234K +$2.31K +45 +1%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$231K – – –
FIA
705
Foundations Investment Advisors
Arizona
$231K +$231K +4,503 New
RCG
706
Regatta Capital Group
California
$231K – – –
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$230K +$230K +4,486 New
EIA
708
Edgemoor Investment Advisors
Maryland
$226K – – –
FP
709
Financial Perspectives
Minnesota
$225K +$1.79K +35 +0.8%
BBA
710
BLB&B Advisors
Pennsylvania
$224K – – –
MIC
711
Meridian Investment Counsel
California
$224K -$76.9K -1,500 -26%
MG
712
Mather Group
Illinois
$221K -$18.5K -361 -8%
CAI
713
Capital Advisors Inc
Oklahoma
$221K -$4.92K -96 -2%
WB
714
Webster Bank
Connecticut
$221K +$5.07K +99 +2%
EWM
715
Empirical Wealth Management
Washington
$219K -$231K -4,511 -51%
TC
716
TAGStone Capital
North Carolina
$218K +$218K +4,260 New
PCA
717
Prosperity Capital Advisors
Ohio
$216K +$216K +4,223 New
SHGA
718
Sand Hill Global Advisors
California
$216K -$103K -2,006 -32%
CP
719
Cumberland Partners
Ontario, Canada
$216K +$216K +4,210 New
MGIA
720
Matthew Goff Investment Advisor
Texas
$213K -$922 -18 -0.4%
CAG
721
Csenge Advisory Group
Florida
$210K -$90.3K -1,762 -30%
GM
722
GeoWealth Management
Illinois
$210K -$15.7K -306 -7%
HIS
723
Horizon Investment Services
Indiana
$209K -$1.03K -20 -0.5%
IIM
724
Ipswich Investment Management
Massachusetts
$208K +$3.28K +64 +2%
WAS
725
WESPAC Advisors SoCal
California
$208K -$56.1K -1,095 -21%
27 28
29
30 31