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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 %
RFA
851
Register Financial Advisors
Georgia
$7.86K +$53 +1 +0.7%
MA
852
Montag & Associates
Georgia
$7.37K -$22.6K -430 -75%
BA
853
Bristlecone Advisors
Washington
$6.74K +$6.74K +128 New
KWAG
854
Kiely Wealth Advisory Group
North Carolina
$6.53K – – –
BWL
855
Bogart Wealth LLC
Virginia
$6.37K – – –
BIM
856
Breakwater Investment Management
Washington
$5.58K – – –
NFA
857
Northwest Financial Advisors
Virginia
$5.42K +$5.42K +103 New
TCPG
858
Trivant Custom Portfolio Group
California
$5.27K – – –
HIIFS
859
Harel Insurance Investments & Financial Services
Israel
$5K – – –
FWM
860
FSA Wealth Management
Massachusetts
$4.97K +$4.97K +94 New
NCM
861
Northwest Capital Management
Oregon
$4.69K – – –
SRCM
862
Signature Resources Capital Management
California
$4.27K -$211 -4 -5%
CIAS
863
Capital Investment Advisory Services
North Carolina
$4.17K – – –
CAL
864
Capital Advisors Ltd
Ohio
$4K – – –
RVM
865
Robinson Value Management
Texas
$3.95K – – –
WWM
866
Wolff Wiese Magana
California
$3.79K -$18.2K -345 -83%
CB
867
CNB Bank
Pennsylvania
$3.63K – – –
BBHC
868
Brown Brothers Harriman & Co
New York
$3.42K +$3.42K +65 New
CIAS
869
CBIZ Investment Advisory Services
Ohio
$3.14K – – –
LI
870
LRI Investments
Florida
$2.54K – – –
GI
871
GAMMA Investing
California
$2.53K -$2.27K -43 -47%
S
872
SignatureFD
Georgia
$2.23K -$133K -2,500 -98%
TAM
873
Tucker Asset Management
Colorado
$2.21K -$47.9K -910 -96%
BAM
874
Bellevue Asset Management
Washington
$2.1K – – –
CPG
875
Cornerstone Planning Group
New Jersey
$1.94K -$34.3K -655 -95%
33 34
35
36 37