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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
1
D.E. Shaw & Co
New York
$110M
2
MMA
2
Miracle Mile Advisors
California
$73.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$267M
4
BlackRock
4
BlackRock
New York
$694M
5
SEI Investments
5
SEI Investments
Pennsylvania
$43.1M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$0
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$10.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$155M
4
AC
4
Allstate Corporation
Illinois
$176M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$49.4M +$2.03M +38,557 +4%
KFAA
52
Klaas Financial Asset Advisors
Illinois
$49.3M +$414K +7,867 +0.8%
EB
53
Eastern Bank
Massachusetts
$49.2M +$687K +13,054 +1%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$49.1M +$4.07M +77,915 +9%
MML Investors Services
55
MML Investors Services
Massachusetts
$48.9M +$34.7M +659,684 +246%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$47.2M +$12.2M +231,115 +35%
BFM
57
Boston Financial Management
Massachusetts
$45.5M +$2.88M +54,713 +7%
SWM
58
Stockman Wealth Management
Montana
$44.5M +$10.3M +194,804 +30%
SMFG
59
Sumitomo Mitsui Financial Group
Japan
$44.4M +$9.85K +187 +0%
SEI Investments
60
SEI Investments
Pennsylvania
$43.1M +$43.1M +818,331 New
SI
61
Stephens Inc
Arkansas
$42.2M -$559K -10,623 -1%
AFG
62
Arkansas Financial Group
Arkansas
$41.9M -$1.44M -27,280 -3%
Renaissance Technologies
63
Renaissance Technologies
New York
$40.4M -$15.2M -287,823 -27%
AAP
64
Arax Advisory Partners
Colorado
$39.2M -$1.04M -19,764 -3%
PI
65
Parkside Investments
Illinois
$39.1M +$2.47M +46,980 +7%
BSB
66
Bangor Savings Bank
Maine
$37.9M -$2.02M -38,333 -5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$36.7M +$1.01M +19,218 +3%
UCFA
68
United Capital Financial Advisors
Texas
$36.3M +$2.3M +43,615 +7%
ZIG
69
Zurich Insurance Group
Switzerland
$35.8M – – –
AFI
70
American Family Investments
Wisconsin
$35.3M – – –
CIC
71
Cutler Investment Counsel
Oregon
$35.2M +$2.02M +38,399 +6%
MAS
72
Meeder Advisory Services
Ohio
$35M +$1.8M +34,253 +5%
GG
73
Greenwood Gearhart
Arkansas
$34.3M +$895K +16,987 +3%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$34.1M -$3.84M -72,877 -10%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$33.6M +$214K +4,070 +0.6%
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