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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
D.E. Shaw & Co
New York
+$105M
2
MMA
Miracle Mile Advisors
California
+$72.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M
4
BlackRock
BlackRock
New York
+$53M
5
SEI Investments
SEI Investments
Pennsylvania
+$43.1M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$72.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$41.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$40.3M
4
AC
Allstate Corporation
Illinois
-$39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
751
Dana Investment Advisors
Wisconsin
$203K +$203K +3,848 New
PCMC
752
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +3,847 New
HWM
753
Hemington Wealth Management
Virginia
$202K +$202K +3,895 New
HFS
754
Howard Financial Services
Texas
$201K +$201K +3,814 New
TCPW
755
Twin City Private Wealth
North Carolina
$200K +$200K +3,803 New
APCM
756
Alaska Permanent Capital Management
Alaska
$197K – – –
AWM
757
Atticus Wealth Management
Florida
$196K -$13.3K -253 -6%
PPC
758
Park Place Capital
Alabama
$191K – – –
MFT
759
Moisand Fitzgerald Tamayo
Florida
$183K +$183K +3,483 New
NP
760
NorthRock Partners
Minnesota
$182K -$111K -2,099 -38%
JFGIW
761
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$177K +$168K +3,199 +1,987%
AIC
762
Archer Investment Corporation
Indiana
$176K +$53 +1 +0%
CA
763
Continuum Advisory
Idaho
$176K +$64.5K +1,246 +58%
OIA
764
Optimum Investment Advisors
Illinois
$173K – – –
CTA
765
Colonial Trust Advisors
South Carolina
$171K – – –
WWP
766
WR Wealth Planners
Missouri
$161K -$1.05K -20 -0.6%
CT
767
Colonial Trust
South Carolina
$159K -$10.6K -201 -6%
MRCM
768
M&R Capital Management
New Jersey
$158K -$163K -3,100 -51%
ZB
769
Zions Bancorporation
Utah
$158K – – –
FRA
770
Front Row Advisors
California
$141K +$53 +1 +0%
EWM
771
EPG Wealth Management
Georgia
$130K +$130K +2,461 New
SIM
772
Studio Investment Management
Illinois
$124K – – –
CFO
773
CVA Family Office
Colorado
$119K +$47.6K +904 +67%
SWC
774
Spectrum Wealth Counsel
Indiana
$116K – – –
OP
775
ORG Partners
Indiana
$116K +$116K +2,193 New
29 30
31
32 33