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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

945 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, 299 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
12.58%
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
299
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
NYL Investors
New York
+$497M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.3M
3
DWM
Dynasty Wealth Management
Florida
+$74.6M
4
EWA
EP Wealth Advisors
California
+$59.4M
5
MCM
MAI Capital Management
Ohio
+$59.2M

Top Sellers

1
JHU
Johns Hopkins University
Maryland
-$468M
2
JSTA
Japan Science & Technology Agency
Japan
-$259M
3
Charles Schwab
Charles Schwab
California
-$118M
4
ACG
Arch Capital Group
Bermuda
-$88M
5
Morgan Stanley
Morgan Stanley
New York
-$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
926
FSA Wealth Management
Massachusetts
$4.88K – – –
NCM
927
Northwest Capital Management
Oregon
$4.6K – – –
SRCM
928
Signature Resources Capital Management
California
$4.19K – – –
CIAS
929
Capital Investment Advisory Services
North Carolina
$4.09K – – –
CAL
930
Capital Advisors Ltd
Ohio
$4K – – –
WWM
931
Wolff Wiese Magana
California
$3.72K – – –
CB
932
CNB Bank
Pennsylvania
$3.57K – – –
FWA
933
Flagship Wealth Advisors
Massachusetts
$3.52K +$3.52K +68 New
Q1WB
934
Quest 10 Wealth Builders
Virginia
$3.4K +$3.4K +66 New
CIAS
935
CBIZ Investment Advisory Services
Ohio
$3.12K +$52 +1 +2%
RIA
936
Realta Investment Advisors
Delaware
$2.93K -$20K -390 -87%
CFD
937
Creative Financial Designs
Indiana
$2.9K +$2.9K +56 New
LI
938
LRI Investments
Florida
$2.53K – – –
GI
939
GAMMA Investing
California
$2.48K – – –
TAM
940
Tucker Asset Management
Colorado
$2.17K – – –
BAM
941
Bellevue Asset Management
Washington
$2.09K +$52 +1 +3%
CPG
942
Cornerstone Planning Group
New Jersey
$1.96K +$52 +1 +3%
BCMLT
943
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.86K – – –
HNW
944
High Note Wealth
Minnesota
$1.78K +$1.78K +34 New
MAS
945
MPWM Advisory Solutions
Georgia
$827 +$827 +16 New
CWM
946
Centricity Wealth Management
Ohio
$776 +$776 +15 New
RS
947
Rakuten Securities
Japan
$569 +$517 +10 +1,000%
NS
948
NBC Securities
Alabama
$498 -$684K -12,370 -100%
BL
949
BFSG LLC
California
$52 – – –
CSS
950
Cubist Systematic Strategies
Connecticut
$52 – – –
36 37
38
39 40