IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

945 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, 299 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
12.58%
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
299
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
726
Pinnacle Wealth Planning Services
Ohio
$295K
KF
727
K2 Financial
California
$294K +$294K +5,705 New
WB
728
WesBanco Bank
West Virginia
$291K +$5.02K +97 +2%
FCT
729
Family Capital Trust
Massachusetts
$290K -$322K -6,228 -53%
SW
730
SteelPeak Wealth
California
$284K +$61.1K +1,182 +27%
RI
731
Ridgewood Investments
New Jersey
$284K +$83.1K +1,608 +41%
PAS
732
PKS Advisory Services
New York
$283K +$283K +5,475 New
GJIA
733
Glass Jacobson Investment Advisors
Maryland
$282K +$569 +11 +0.2%
AL
734
Aspiriant LLC
California
$281K
IPW
735
Intergy Private Wealth
Colorado
$280K +$27.6K +534 +11%
EIA
736
Edgemoor Investment Advisors
Maryland
$280K
CFP
737
Cascade Financial Partners
California
$278K +$278K +5,378 New
KDA
738
Kraft Davis & Associates
Missouri
$278K +$1.4K +27 +0.5%
MW
739
MBL Wealth
North Carolina
$277K -$41.6K -805 -13%
SG
740
StoneX Group
New York
$273K +$273K +5,274 New
ISWM
741
Independent Solutions Wealth Management
New York
$272K -$58.7K -1,135 -18%
IP
742
Ignite Planners
California
$271K
EAM
743
Evanson Asset Management
California
$270K +$4.55K +88 +2%
AFP
744
Ausdal Financial Partners
Iowa
$269K -$123K -2,387 -31%
CAL
745
Capital Analysts LLC
Pennsylvania
$269K -$4.61K -89 -2%
CWM
746
C2C Wealth Management
Arizona
$269K +$23.3K +450 +9%
PWMAG
747
Pinnacle Wealth Management Advisory Group
New Jersey
$268K +$20.1K +389 +8%
CP
748
Clarendon Private
Massachusetts
$268K +$268K +5,176 New
BWA
749
BlueChip Wealth Advisors
Georgia
$267K -$325K -6,291 -55%
CWM
750
Centurion Wealth Management
Virginia
$266K