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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 %
CIAS
876
CBIZ Investment Advisory Services
Ohio
$2.99K +$2.99K +58 New
CWM
877
CarsonAllaria Wealth Management
Illinois
$2.92K +$2.92K +57 New
LI
878
LRI Investments
Florida
$2.51K +$2.51K +49 New
BAM
879
Bellevue Asset Management
Washington
$2K – – –
BCMLT
880
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K – – –
KFI
881
Key Financial Inc
Pennsylvania
$1.64K – – –
TAM
882
Townsend Asset Management
North Carolina
$1.33K – – –
FWP
883
FAS Wealth Partners
Kansas
$667 -$37K -722 -98%
NMM
884
Naples Money Management
Florida
$103 – – –
BL
885
BFSG LLC
California
$52 – – –
SGDR
886
SPX Gestao de Recursos
Brazil
– -$254M -4,950,070 Closed
CW
887
Connectus Wealth
Ohio
– -$30.6M -595,416 Closed
CCM
888
Canal Capital Management
Virginia
– -$16.1M -314,253 Closed
EL
889
EWA LLC
Pennsylvania
– -$7.56M -147,580 Closed
MAG
890
MRA Advisory Group
New Jersey
– -$6.3M -122,780 Closed
AC
891
AlphaCore Capital
California
– -$3.33M -64,863 Closed
SAM
892
SP Asset Management
California
– -$1.88M -36,618 Closed
Vanguard Group
893
Vanguard Group
Pennsylvania
– -$1.66M -32,330 Closed
WCM
894
Winthrop Capital Management
Indiana
– -$1.64M -32,000 Closed
Citadel Advisors
895
Citadel Advisors
Florida
– -$1.48M -28,934 Closed
KA
896
Kovack Advisors
Florida
– -$1.41M -27,526 Closed
DIA
897
Dana Investment Advisors
Wisconsin
– -$1.05M -20,543 Closed
AFAS
898
Acorn Financial Advisory Services
Virginia
– -$1.03M -20,172 Closed
SP
899
Sarasin & Partners
United Kingdom
– -$931K -18,162 Closed
MIH
900
Meitav Investment House
Israel
– -$873K -17,034 Closed
34 35
36
37 38