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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

944 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 298 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+61
Holders Change %
+6.91%
% of All Funds
12.57%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.08%
New
133
Increased
373
Reduced
298
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
NYL Investors
New York
$502M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
3
DWM
Dynasty Wealth Management
Florida
$74.6M
4
EWA
EP Wealth Advisors
California
$267M
5
MCM
MAI Capital Management
Ohio
$59.2M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
$41.9M
2
JSTA
Japan Science & Technology Agency
Japan
$538M
3
Charles Schwab
Charles Schwab
California
$1.09B
4
ACG
Arch Capital Group
Bermuda
$24.3M
5
Morgan Stanley
Morgan Stanley
New York
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
876
Smartleaf Asset Management
Massachusetts
$34K -$13.8K -267 -29%
SR
877
Syntax Research
Florida
$33.9K – – –
WA
878
WPG Advisers
Maryland
$33K +$33K +638 New
PWM
879
Parkworth Wealth Management
California
$32.7K +$32.7K +633 New
BA
880
Bellwether Advisors
Nebraska
$32.6K +$32.6K +631 New
ME
881
McIlrath & Eck
Washington
$31.2K – – –
CAS
882
Coppell Advisory Solutions
Texas
$30K +$5.12K +99 +21%
T
883
Transce3nd
Texas
$29.3K +$29.3K +567 New
RA
884
Rise Advisors
New York
$29K +$413 +8 +1%
RDFA
885
Ritter Daniher Financial Advisory
Ohio
$25.9K +$25.9K +500 New
CHC
886
City Holding Co
West Virginia
$25.3K – – –
NMG
887
New Millennium Group
Utah
$25.3K +$25.3K +489 New
CTB
888
Country Trust Bank
Illinois
$25K – – –
PA
889
PSI Advisors
Florida
$24.9K +$10.7K +206 +75%
GIP
890
Granite Investment Partners
California
$24.6K +$24.6K +476 New
BLC
891
Brown, Lisle/Cummings
Rhode Island
$23.3K – – –
FLP
892
Financial Life Planners
Arizona
$21.8K +$21.8K +421 New
WIM
893
Westside Investment Management
California
$20.7K – – –
KFI
894
Key Financial Inc
Pennsylvania
$20.5K +$18.9K +365 +1,141%
HIA
895
Harbor Investment Advisory
Maryland
$18.1K – – –
SIS
896
Sound Income Strategies
Florida
$17.7K – – –
WA
897
Whipplewood Advisors
Colorado
$17.1K +$17.1K +330 New
CFG
898
CKW Financial Group
Hawaii
$17K +$17K +333 New
FFL
899
Financial Freedom LLC
Ohio
$17K +$258 +5 +2%
JAM
900
JCIC Asset Management
Ontario, Canada
$16.5K – – –
34 35
36
37 38