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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 %
RS
876
Rakuten Securities
Japan
$51 -$89.3K -1,750 -100%
DILIC
877
Dai-ichi Life Insurance Company
Japan
– -$419M -8,165,000 Closed
Nisa Investment Advisors
878
Nisa Investment Advisors
Missouri
– -$52.9M -1,031,126 Closed
RVPG
879
Relative Value Partners Group
– -$28.1M -545,762 Closed
MWM
880
Meridian Wealth Management
Kentucky
– -$8.09M -157,780 Closed
WWS
881
Wellington Wealth Strategies
Indiana
– -$5.92M -115,536 Closed
MAM
882
Meeder Asset Management
Ohio
– -$5.77M -112,461 Closed
WA
883
Wealthstar Advisors
Texas
– -$4.58M -89,361 Closed
QFA
884
Quattro Financial Advisors
Texas
– -$3.41M -66,559 Closed
LNC
885
Lincoln National Corp
Pennsylvania
– -$2.54M -49,455 Closed
NL
886
NWAM LLC
Washington
– -$2.02M -39,583 Closed
MHS
887
M Holdings Securities
Oregon
– -$1.96M -38,202 Closed
SI
888
Saxon Interests
Texas
– -$1.24M -24,273 Closed
LTI
889
Laffer Tengler Investments
Tennessee
– -$1.22M -23,805 Closed
HWMA
890
Heritage Wealth Management (Arizona)
Arizona
– -$1.14M -22,314 Closed
NSB
891
Norway Savings Bank
Maine
– -$1.09M -21,233 Closed
CSIA
892
Charles Schwab Investment Advisory
California
– -$872K -17,002 Closed
BCV
893
Banque Cantonale Vaudoise
Switzerland
– -$868K -16,925 Closed
WAG
894
Windsor Advisory Group
Ohio
– -$858K -16,736 Closed
JWM
895
JGP Wealth Management
Oregon
– -$565K -11,009 Closed
CW
896
CreativeOne Wealth
Kansas
– -$561K -10,946 Closed
MFG
897
Merit Financial Group
Georgia
– -$431K -8,454 Closed
FA
898
Fermata Advisors
California
– -$407K -7,929 Closed
ECA
899
Elevated Capital Advisors
Utah
– -$351K -6,851 Closed
AIM
900
Astor Investment Management
Illinois
– -$326K -6,359 Closed
34 35
36
37 38