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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 %
CA
776
CoreCap Advisors
Michigan
$112K +$112K +2,130 New
FPB
777
First PREMIER Bank
South Dakota
$112K +$82.8K +1,575 +283%
MSG
778
Main Street Group
Virginia
$105K – – –
FFWM
779
Future Financial Wealth Management
Ohio
$104K +$104K +1,974 New
SC
780
Steph & Co
Wisconsin
$102K +$102K +1,933 New
AA
781
AlphaCentric Advisors
Puerto Rico
$101K -$579 -11 -0.6%
CB
782
Community Bank
New York
$100K – – –
LWANC
783
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.8K – – –
FDCDDQ
784
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91K -$35.6K -676 -28%
ABWM
785
Alpine Bank Wealth Management
Colorado
$90.6K +$90.6K +1,720 New
CSWM
786
Cassady Schiller Wealth Management
Ohio
$89.5K – – –
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.2K +$19K +365 +29%
CWC
788
Carolinas Wealth Consulting
North Carolina
$80.7K – – –
FFA
789
Founders Financial Alliance
North Carolina
$80.7K +$158 +3 +0.2%
WP
790
WealthShield Partners
North Carolina
$79.9K – – –
WPA
791
West Paces Advisors
Georgia
$79.3K – – –
CA
792
Crewe Advisors
Utah
$79K -$112K -2,125 -59%
CLOS
793
Compagnie Lombard Odier SCmA
Switzerland
$78.5K -$10.5K -200 -12%
AF
794
Allworth Financial
California
$75.9K -$14.9K -283 -16%
RLIM
795
Red Lighthouse Investment Management
New York
$74.9K – – –
CSC
796
Caldwell Sutter Capital
California
$70.8K – – –
EWA
797
Elevate Wealth Advisory
Georgia
$66K – – –
SNB
798
Security National Bank
Nebraska
$65.6K – – –
CTC
799
Central Trust Company
Missouri
$65.2K -$2.63K -50 -4%
TFGT
800
TS Financial Group (TSFG)
Illinois
$65K – – –
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