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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.79%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Barings
North Carolina
$355M
2
Northern Trust
Northern Trust
Illinois
$1.06B
3
Ameriprise
Ameriprise
Minnesota
$567M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$52.9M
5
EB
Eastern Bank
Massachusetts
$46.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$454M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$317M
3
NI
NYL Investors
New York
$277M
4
SGDR
SPX Gestao de Recursos
Brazil
$0
5
GI
Gradient Investments
Minnesota
$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
851
Wolff Wiese Magana
California
$13.9K – – –
CA
852
Centerpoint Advisors
Massachusetts
$13K – – –
MA
853
MCF Advisors
Kentucky
$12.9K +$12.9K +252 New
TSWM
854
Tyler-Stone Wealth Management
Ohio
$12.8K +$12.8K +250 New
AWM
855
Aspire Wealth Management
Massachusetts
$12.4K -$514 -10 -4%
PCMC
856
Planning Capital Management Corporation
Pennsylvania
$10.3K – – –
FIM
857
FWL Investment Management
Texas
$10.3K – – –
MAWCM
858
Mine & Arao Wealth Creation & Management
California
$10K +$51 +1 +0.5%
LF
859
LifeSteps Financial
California
$8.1K +$8.1K +158 New
IPW
860
Impact Partnership Wealth
Georgia
$7.64K -$35.8K -699 -82%
CCM
861
Chilton Capital Management
Texas
$7.54K – – –
RFA
862
Register Financial Advisors
Georgia
$7.5K -$462 -9 -6%
BWL
863
Bogart Wealth LLC
Virginia
$6.21K – – –
BIM
864
Breakwater Investment Management
Washington
$5.44K +$5.44K +106 New
FWM
865
FSA Wealth Management
Massachusetts
$5.15K – – –
TCPG
866
Trivant Custom Portfolio Group
California
$5.13K – – –
CFD
867
Creative Financial Designs
Indiana
$5.13K – – –
TRCT
868
Tower Research Capital (TRC)
New York
$4.72K +$4.72K +92 New
SRCM
869
Signature Resources Capital Management
California
$4.36K – – –
CIAS
870
Capital Investment Advisory Services
North Carolina
$4.05K – – –
CAL
871
Capital Advisors Ltd
Ohio
$4K – – –
RVM
872
Robinson Value Management
Texas
$3.85K – – –
VWM
873
Venturi Wealth Management
Texas
$3.59K – – –
CB
874
CNB Bank
Pennsylvania
$3.54K -$47.7K -931 -93%
APC
875
Aspire Private Capital
North Carolina
$3.11K -$357 -7 -10%
33 34
35
36 37