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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 %
SA
901
SRH Advisors
Kansas
$15.5K – – –
BOJHT
902
Bank of Jackson Hole Trust
Wyoming
$15.4K +$15.4K +298 New
DRP
903
Decker Retirement Planning
Utah
$14.6K +$14.6K +283 New
SWM
904
Sanctuary Wealth Management
Idaho
$13.8K +$13.8K +266 New
KBFS
905
Kohmann Bosshard Financial Services
Ohio
$13.5K +$13.5K +261 New
WP
906
WealthShield Partners
North Carolina
$13.1K -$65.3K -1,264 -83%
CA
907
Centerpoint Advisors
Massachusetts
$13K – – –
PSFG
908
Park Square Financial Group
Georgia
$12.7K +$12.7K +245 New
EPW
909
Endeavor Private Wealth
Kansas
$12.6K +$12.6K +244 New
RFS
910
Richardson Financial Services
Massachusetts
$11.8K -$11.8K -228 -50%
NWMP
911
Noble Wealth Management PBC
Colorado
$11.4K +$11.4K +220 New
VHAM
912
Van Hulzen Asset Management
California
$10.5K +$10.5K +202 New
FIM
913
FWL Investment Management
Texas
$10.3K – – –
FFA
914
Frazier Financial Advisors
Ohio
$10.2K – – –
FWM
915
FLP Wealth Management
Arkansas
$9.62K +$9.62K +186 New
OFG
916
Oxford Financial Group
Indiana
$8.12K – – –
RFA
917
Register Financial Advisors
Georgia
$7.82K +$104 +2 +1%
MA
918
Montag & Associates
Georgia
$7.24K – – –
BA
919
Bristlecone Advisors
Washington
$6.62K – – –
KWAG
920
Kiely Wealth Advisory Group
North Carolina
$6.53K – – –
JFA
921
JNBA Financial Advisors
Minnesota
$5.89K +$5.89K +114 New
MIA
922
MeadowBrook Investment Advisors
Michigan
$5.67K -$13.1K -254 -70%
TCPG
923
Trivant Custom Portfolio Group
California
$5.17K – – –
HIIFS
924
Harel Insurance Investments & Financial Services
Israel
$5K -$5K – –
FWM
925
FSA Wealth Management
Massachusetts
$4.88K – – –
35 36
37
38 39