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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 %
HWM
901
Howard Wealth Management
Connecticut
– -$319K -6,218 Closed
RIA
902
Regal Investment Advisors
Michigan
– -$290K -5,655 Closed
BSW
903
Buckingham Strategic Wealth
Missouri
– -$276K -5,379 Closed
VCAM
904
Van Cleef Asset Management
Ohio
– -$269K -5,250 Closed
EWM
905
Evercore Wealth Management
New York
– -$254K -4,950 Closed
BF
906
Brooklyn FI
New York
– -$249K -4,856 Closed
CIS
907
Custom Index Systems
New York
– -$232K -4,525 Closed
T
908
TNF
Montana
– -$229K -4,499 Closed
GCA
909
Greenwood Capital Associates
South Carolina
– -$230K -4,482 Closed
WI
910
Wintrust Investments
Illinois
– -$223K -4,355 Closed
MW
911
Marcum Wealth
Ohio
– -$218K -4,252 Closed
LNB
912
Ledyard National Bank
– -$216K -4,214 Closed
Allspring Global Investments
913
Allspring Global Investments
North Carolina
– -$216K -4,210 Closed
CL
914
CIM LLC
New York
– -$214K -4,170 Closed
ST
915
Spinnaker Trust
Maine
– -$204K -3,983 Closed
FFWM
916
Future Financial Wealth Management
Ohio
– -$142K -2,774 Closed
CA
917
CoreCap Advisors
Michigan
– -$80.3K -1,565 Closed
HR
918
Howe & Rusling
New York
– -$76.4K -1,489 Closed
TCPW
919
Twin City Private Wealth
North Carolina
– -$74.8K -1,458 Closed
NL
920
NVWM LLC
Pennsylvania
– -$51.3K -1,000 Closed
ITIM
921
Indiana Trust & Investment Management
Indiana
– -$48.7K -949 Closed
RP
922
Rice Partnership
Hawaii
– -$47.3K -922 Closed
RFG
923
REAP Financial Group
Texas
– -$43.4K -846 Closed
FSWA
924
Financial Synergies Wealth Advisors
Texas
– -$39.4K -768 Closed
NCTC
925
New Covenant Trust Company
Indiana
– -$36.5K -712 Closed
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