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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 %
AIM
901
Alhambra Investment Management
Florida
– -$778K -15,175 Closed
HT
902
Headlands Technologies
Illinois
– -$733K -14,287 Closed
EFG
903
Ehrlich Financial Group
California
– -$729K -14,213 Closed
AAS
904
Ameritas Advisory Services
Nebraska
– -$719K -14,020 Closed
SFFS
905
Stonehage Fleming Financial Services
Jersey
– -$710K -13,848 Closed
WIA
906
World Investment Advisors
California
– -$645K -12,571 Closed
BHPW
907
Beverly Hills Private Wealth
California
– -$612K -11,937 Closed
KFG
908
Kingdom Financial Group
Arizona
– -$611K -11,921 Closed
SCA
909
SMH Capital Advisors
Texas
– -$531K -10,353 Closed
TC
910
TownSquare Capital
Utah
– -$521K -10,161 Closed
MSA
911
Marathon Strategic Advisors
Pennsylvania
– -$503K -9,814 Closed
CIBC World Market
912
CIBC World Market
Ontario, Canada
– -$482K -9,400 Closed
CWP
913
Corepath Wealth Partners
Arizona
– -$421K -8,247 Closed
DLHL
914
Donald L. Hagan LLC
Florida
– -$399K -7,773 Closed
AWA
915
Arete Wealth Advisors
Illinois
– -$377K -7,358 Closed
Empower Advisory Group
916
Empower Advisory Group
Colorado
– -$355K -6,922 Closed
WP
917
WealthPLAN Partners
Nebraska
– -$337K -6,572 Closed
TPWA
918
TRUE Private Wealth Advisors
Oregon
– -$316K -6,167 Closed
SFP
919
Shepherd Financial Partners
Massachusetts
– -$309K -6,035 Closed
OWM
920
OneAscent Wealth Management
Alabama
– -$264K -5,150 Closed
Fiera Capital (Canada)
921
Fiera Capital (Canada)
Quebec, Canada
– -$263K -5,134 Closed
CE
922
Cornerstone Enterprises
Wisconsin
– -$245K -4,771 Closed
AFM
923
Armstrong Fleming & Moore
District of Columbia
– -$243K -4,735 Closed
FIA
924
Foundations Investment Advisors
Arizona
– -$231K -4,494 Closed
SWM
925
SeaCrest Wealth Management
New York
– -$228K -4,465 Closed
35 36
37
38 39