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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 %
BCMLT
876
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.9K – – –
KFI
877
Key Financial Inc
Pennsylvania
$1.69K – – –
VWM
878
Venturi Wealth Management
Texas
$1.58K -$2.11K -40 -57%
TAM
879
Townsend Asset Management
North Carolina
$1.37K – – –
AWM
880
Aspire Wealth Management
Massachusetts
$1.27K -$53 -1 -4%
FCM
881
Fourpath Capital Management
Oklahoma
$685 +$685 +13 New
APC
882
Aspire Private Capital
North Carolina
$462 – – –
CPA
883
Capital Performance Advisors
California
$369 +$369 +7 New
NMM
884
Naples Money Management
Florida
$105 – – –
CSS
885
Cubist Systematic Strategies
Connecticut
$53 -$4.66K -88 -99%
RS
886
Rakuten Securities
Japan
$53 – – –
BL
887
BFSG LLC
California
$53 – – –
MFA
888
McClarren Financial Advisors
Pennsylvania
$33 +$33 +157 New
DWM
889
Dynasty Wealth Management
Florida
– -$72.4M -1,413,299 Closed
Citadel Advisors
890
Citadel Advisors
Florida
– -$23.5M -458,503 Closed
SW
891
SVB Wealth
Massachusetts
– -$18.5M -361,874 Closed
FEG
892
Fund Evaluation Group
Ohio
– -$18.1M -354,128 Closed
CWA
893
Core Wealth Advisors
Florida
– -$8.9M -173,664 Closed
RA
894
Riversedge Advisors
Delaware
– -$7.65M -149,299 Closed
SFC
895
Strategic Financial Concepts
Texas
– -$142K -120,273 Closed
OMC
896
Old Mission Capital
Illinois
– -$4.93M -96,232 Closed
CPO
897
Cerity Partners OCIO
New York
– -$4.76M -92,803 Closed
HT
898
Headlands Technologies
Illinois
– -$4.14M -80,849 Closed
MSWM
899
McGlone Suttner Wealth Management
Wisconsin
– -$3.6M -70,262 Closed
LWM
900
Liberty Wealth Management
California
– -$65K -52,924 Closed
34 35
36
37 38