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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 %
CFD
851
Creative Financial Designs
Indiana
$5.12K – – –
TCPG
852
Trivant Custom Portfolio Group
California
$5.12K – – –
DCM
853
Disciplina Capital Management
Tennessee
$4.91K -$7.34M -139,129 -100%
GI
854
GAMMA Investing
California
$4.66K +$4.66K +91 New
NCM
855
Northwest Capital Management
Oregon
$4.56K -$21.7K -424 -83%
CSS
856
Cubist Systematic Strategies
Connecticut
$4.56K +$4.56K +89 New
SRCM
857
Signature Resources Capital Management
California
$4.36K – – –
CIAS
858
Capital Investment Advisory Services
North Carolina
$4.05K – – –
CAL
859
Capital Advisors Ltd
Ohio
$4K – – –
RVM
860
Robinson Value Management
Texas
$3.84K – – –
VWM
861
Venturi Wealth Management
Texas
$3.59K – – –
CB
862
CNB Bank
Pennsylvania
$3.54K – – –
CIAS
863
CBIZ Investment Advisory Services
Ohio
$3.02K +$51 +1 +2%
PA
864
PSI Advisors
Florida
$2.82K +$2.82K +55 New
LI
865
LRI Investments
Florida
$2.51K – – –
BAM
866
Bellevue Asset Management
Washington
$2.02K – – –
BCMLT
867
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K – – –
KFI
868
Key Financial Inc
Pennsylvania
$1.64K – – –
TAM
869
Townsend Asset Management
North Carolina
$1.33K – – –
AWM
870
Aspire Wealth Management
Massachusetts
$1.29K -$11.1K -216 -90%
FWP
871
FAS Wealth Partners
Kansas
$667 – – –
APC
872
Aspire Private Capital
North Carolina
$445 -$2.57K -52 -85%
OP
873
ORG Partners
Indiana
$140 – – –
NMM
874
Naples Money Management
Florida
$102 – – –
BL
875
BFSG LLC
California
$52 – – –
33 34
35
36 37