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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

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
–

Top Buyers

1
NI
NYL Investors
New York
+$497M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.3M
3
DWM
Dynasty Wealth Management
Florida
+$74.6M
4
EWA
EP Wealth Advisors
California
+$59.4M
5
MCM
MAI Capital Management
Ohio
+$59.2M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$468M
2
JSTA
Japan Science & Technology Agency
Japan
-$259M
3
Charles Schwab
Charles Schwab
California
-$118M
4
ACG
Arch Capital Group
Bermuda
-$88M
5
Morgan Stanley
Morgan Stanley
New York
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
776
Strategic Financial Concepts
Texas
$232K +$232K +4,479 New
ONB
777
Old National Bancorp
Indiana
$229K -$8.48K -164 -4%
FP
778
Financial Perspectives
Minnesota
$226K +$569 +11 +0.3%
CAG
779
Csenge Advisory Group
Florida
$226K -$11.5K -223 -5%
AWM
780
Able Wealth Management
New Jersey
$225K -$27.2K -527 -11%
GFA
781
Gallagher Fiduciary Advisors
Illinois
$223K -$4.86M -94,069 -96%
AG
782
AmeriFlex Group
Nevada
$222K +$222K +4,274 New
TIP
783
Tandem Investment Partners
New Jersey
$222K +$222K +4,297 New
EWM
784
Empirical Wealth Management
Washington
$221K – – –
AF
785
Allworth Financial
California
$220K +$146K +2,811 +195%
VA
786
Valmark Advisers
Ohio
$219K -$96.2K -1,860 -31%
1WM
787
1900 Wealth Management
Texas
$218K -$107K -2,069 -33%
SHGA
788
Sand Hill Global Advisors
California
$217K -$982 -19 -0.5%
PFA
789
Portland Financial Advisors
New York
$217K +$217K +4,190 New
OPWM
790
Oxinas Partners Wealth Management
Indiana
$216K -$45.9K -888 -18%
MGIA
791
Matthew Goff Investment Advisor
Texas
$212K -$362 -7 -0.2%
IAIM
792
International Assets Investment Management
Florida
$211K +$211K +4,076 New
HIS
793
Horizon Investment Services
Indiana
$211K – – –
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K +$34.7K +667 +20%
ECA
795
Elevated Capital Advisors
Utah
$208K +$208K +4,020 New
IIM
796
Ipswich Investment Management
Massachusetts
$207K – – –
RFA
797
Resurgent Financial Advisors
Georgia
$205K +$205K +3,966 New
LCGC
798
Legacy Capital Group California
California
$205K -$5.17K -100 -2%
MCA
799
Martin Capital Advisors
Texas
$205K – – –
RB
800
Renasant Bank
Mississippi
$204K +$204K +3,938 New
30 31
32
33 34