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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 %
LCGC
726
Legacy Capital Group California
California
$208K -$24.9K -485 -11%
DTL
727
Dynamic Technology Lab
Singapore
$205K +$205K +3,997 New
AP
728
Adero Partners
California
$205K +$205K +4,000 New
AAS
729
Annex Advisory Services
Wisconsin
$205K +$205K +4,000 New
TWCA
730
Two West Capital Advisors
Kansas
$204K +$204K +3,987 New
CIBC World Market
731
CIBC World Market
Ontario, Canada
$204K +$204K +3,981 New
AWM
732
Atticus Wealth Management
Florida
$204K -$141K -2,758 -41%
CWP
733
Concord Wealth Partners
Virginia
$204K -$359 -7 -0.2%
MCA
734
Martin Capital Advisors
Texas
$203K – – –
FMWA
735
Forvis Mazars Wealth Advisors
Missouri
$201K +$201K +3,930 New
FHWM
736
Fox Hill Wealth Management
Massachusetts
$201K -$1.54K -30 -0.8%
GWCM
737
Godshalk Welsh Capital Management
Pennsylvania
$200K -$99.8K -1,948 -33%
PB
738
Pinnacle Bancorp
Nebraska
$197K – – –
APCM
739
Alaska Permanent Capital Management
Alaska
$192K – – –
PPC
740
Park Place Capital
Alabama
$186K +$110K +2,144 +145%
CA
741
Crewe Advisors
Utah
$186K – – –
Jones Financial Companies
742
Jones Financial Companies
Missouri
$172K +$121K +2,355 +236%
AIC
743
Archer Investment Corporation
Indiana
$172K -$2.67K -52 -2%
OIA
744
Optimum Investment Advisors
Illinois
$168K – – –
CBC
745
Coombe, Bender & Co
New York
$167K – – –
CTA
746
Colonial Trust Advisors
South Carolina
$166K – – –
CT
747
Colonial Trust
South Carolina
$165K -$141K -2,743 -46%
IAIM
748
International Assets Investment Management
Florida
$164K -$53.6K -1,046 -25%
WWP
749
WR Wealth Planners
Missouri
$158K -$5.02K -98 -3%
ZB
750
Zions Bancorporation
Utah
$154K +$154K +3,000 New
28 29
30
31 32