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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 %
DWP
926
Destiny Wealth Partners
Florida
– -$227K -4,452 Closed
VST
927
Van Strum & Towne
California
– -$218K -4,260 Closed
LEFP
928
Leading Edge Financial Planning
Tennessee
– -$215K -4,203 Closed
PWLP
929
Prio Wealth Limited Partnership
Massachusetts
– -$213K -4,161 Closed
JBA
930
Johnson Bixby & Associates
Washington
– -$213K -4,150 Closed
CGFA
931
Colton Groome Financial Advisors
North Carolina
– -$212K -4,125 Closed
SAF
932
Smith Anglin Financial
Texas
– -$210K -4,104 Closed
MCM
933
Mattern Capital Management
Colorado
– -$208K -4,057 Closed
LPP
934
Life Planning Partners
Florida
– -$111K -2,172 Closed
SXL
935
Summit X LLC
Missouri
– -$208K -2,018 Closed
PWMG
936
Prestige Wealth Management Group
New Jersey
– -$89.2K -1,740 Closed
TWM
937
Tradition Wealth Management
Minnesota
– -$58K -1,129 Closed
GWANC
938
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$52.9K -1,032 Closed
SSG
939
Summit Securities Group
New York
– -$51K -1,000 Closed
RFA
940
Resurgent Financial Advisors
Georgia
– -$40.6K -791 Closed
SIC
941
Salem Investment Counselors
North Carolina
– -$38.8K -756 Closed
IFAM
942
Institutional & Family Asset Management
Colorado
– -$36.4K -710 Closed
SA
943
Scarborough Advisors
Maryland
– -$35.2K -687 Closed
HWA
944
HHM Wealth Advisors
Tennessee
– -$33.2K -647 Closed
ODG
945
O'Dell Group
Ohio
– -$33.1K -646 Closed
Qube Research & Technologies (QRT)
946
Qube Research & Technologies (QRT)
United Kingdom
– -$30.8K -600 Closed
LF
947
Lee Financial
Texas
– -$25.7K -502 Closed
FFO
948
Fortitude Family Office
Arizona
– -$20.8K -406 Closed
ZB
949
Zions Bancorporation
Utah
– -$19.5K -380 Closed
TCWA
950
Turtle Creek Wealth Advisors
Texas
– -$16K -313 Closed
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