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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

944 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 298 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+61
Holders Change %
+6.91%
% of All Funds
12.57%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.08%
New
133
Increased
373
Reduced
298
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
1
NYL Investors
New York
$502M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M
3
DWM
3
Dynasty Wealth Management
Florida
$74.6M
4
EWA
4
EP Wealth Advisors
California
$267M
5
MCM
5
MAI Capital Management
Ohio
$59.2M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$41.9M
2
JSTA
2
Japan Science & Technology Agency
Japan
$538M
3
Charles Schwab
3
Charles Schwab
California
$1.09B
4
ACG
4
Arch Capital Group
Bermuda
$24.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
51
Greenwood Gearhart
Arkansas
$53.8M +$20.1M +389,339 +60%
MML Investors Services
52
MML Investors Services
Massachusetts
$53M +$4.99M +96,522 +10%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$52.6M +$3.94M +76,224 +8%
FT
54
Fiduciary Trust
Massachusetts
$52.3M -$13.8M -267,306 -21%
SI
55
Stephens Inc
Arkansas
$52.1M +$10.7M +206,758 +26%
US Bancorp
56
US Bancorp
Minnesota
$51.7M +$1.57M +30,369 +3%
Renaissance Technologies
57
Renaissance Technologies
New York
$49.8M +$10.1M +196,223 +26%
KFAA
58
Klaas Financial Asset Advisors
Illinois
$48.9M +$548K +10,591 +1%
SWM
59
Stockman Wealth Management
Montana
$47.9M +$4.3M +83,082 +10%
EB
60
Eastern Bank
Massachusetts
$47M -$1.33M -25,636 -3%
BFM
61
Boston Financial Management
Massachusetts
$44.7M -$26.2K -507 -0.1%
SEI Investments
62
SEI Investments
Pennsylvania
$44M +$1.66M +32,036 +4%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$43M -$3.38M -65,282 -7%
SMFG
64
Sumitomo Mitsui Financial Group
Japan
$42.8M -$744K -14,394 -2%
Legal & General Group
65
Legal & General Group
United Kingdom
$42.1M +$42.1M +814,040 New
JHU
66
Johns Hopkins University
Maryland
$41.9M -$468M -9,051,841 -92%
PI
67
Parkside Investments
Illinois
$41.2M +$2.82M +54,503 +7%
AFG
68
Arkansas Financial Group
Arkansas
$40M -$1.17M -22,584 -3%
AAP
69
Arax Advisory Partners
Colorado
$39.7M +$1.13M +21,850 +3%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$39.3M +$28.7M +555,053 +270%
BSB
71
Bangor Savings Bank
Maine
$38.3M +$1.14M +22,143 +3%
MAS
72
Meeder Advisory Services
Ohio
$37.7M +$3.33M +64,427 +10%
MCA
73
Maryland Capital Advisors
Maryland
$37.6M +$7.09M +137,227 +23%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$37M +$11.1M +214,787 +43%
CIC
75
Cutler Investment Counsel
Oregon
$36.5M +$1.87M +36,258 +5%
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