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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 %
DZ Bank
826
DZ Bank
Germany
$21K – – –
WIM
827
Westside Investment Management
California
$20.5K – – –
MIA
828
MeadowBrook Investment Advisors
Michigan
$18.7K – – –
TWP
829
Triad Wealth Partners
Kansas
$18.1K +$18.1K +354 New
HIA
830
Harbor Investment Advisory
Maryland
$17.9K – – –
SIS
831
Sound Income Strategies
Florida
$17.5K – – –
FFL
832
Financial Freedom LLC
Ohio
$16.4K +$154 +3 +0.9%
JAM
833
JCIC Asset Management
Ontario, Canada
$16.4K – – –
SA
834
SRH Advisors
Kansas
$15.4K – – –
KFS
835
Kelly Financial Services
Massachusetts
$14.2K +$154 +3 +1%
TJHA
836
Thomas J. Herzfeld Advisors
Florida
$13.9K +$13.9K +272 New
CA
837
Centerpoint Advisors
Massachusetts
$13K – – –
TSWM
838
Tyler-Stone Wealth Management
Ohio
$12.9K +$103 +2 +0.8%
RFS
839
Richardson Financial Services
Massachusetts
$12.1K -$66.5K -1,297 -85%
IGWM
840
ICA Group Wealth Management
Colorado
$11.5K -$13K -254 -53%
LFA
841
LGT Financial Advisors
Texas
$10.7K -$60.6K -1,183 -85%
FIM
842
FWL Investment Management
Texas
$10.2K – – –
FFA
843
Frazier Financial Advisors
Ohio
$10.1K -$160K -3,121 -94%
CAS
844
Coppell Advisory Solutions
Texas
$9.27K +$9.27K +181 New
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.25K +$8.25K +161 New
OWA
846
Opal Wealth Advisors
New York
$7.79K +$7.79K +152 New
RFA
847
Register Financial Advisors
Georgia
$7.57K +$102 +2 +1%
KWAG
848
Kiely Wealth Advisory Group
North Carolina
$6.54K +$6.54K +126 New
BWL
849
Bogart Wealth LLC
Virginia
$6.2K – – –
BIM
850
Breakwater Investment Management
Washington
$5.43K – – –
32 33
34
35 36