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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 %
AAMC
951
Asset Allocation & Management Company
Illinois
– -$3.33M -63,138 Closed
CSPIA
952
Cary Street Partners Investment Advisory
Virginia
– -$2.75M -52,284 Closed
FWM
953
Forza Wealth Management
Florida
– -$2.6M -49,291 Closed
MNBTD
954
Moody National Bank Trust Division
Texas
– -$1.74M -32,949 Closed
QC
955
Quadrature Capital
United Kingdom
– -$953K -18,095 Closed
WWM
956
WJ Wealth Management
Arizona
– -$848K -16,113 Closed
BS
957
Banco Santander
Spain
– -$722K -13,714 Closed
GLA
958
Good Life Advisors
Pennsylvania
– -$642K -12,180 Closed
FA
959
Faithward Advisors
Pennsylvania
– -$615K -11,677 Closed
SVWG
960
Shared Vision Wealth Group
United States
– -$578K -10,969 Closed
PA
961
Probity Advisors
Texas
– -$436K -8,287 Closed
SB
962
Sunflower Bank
Texas
– -$378K -7,180 Closed
HFA
963
High Falls Advisors
New York
– -$334K -6,336 Closed
CPP
964
Capasso Planning Partners
South Carolina
– -$322K -6,105 Closed
WDC
965
Woodward Diversified Capital
California
– -$310K -5,891 Closed
IWA
966
Icon Wealth Advisors
Texas
– -$269K -5,099 Closed
ML
967
Mayport LLC
Massachusetts
– -$248K -4,700 Closed
CIAS
968
CFS Investment Advisory Services
New Jersey
– -$245K -4,654 Closed
PCA
969
Prosperity Capital Advisors
Ohio
– -$239K -4,533 Closed
RCG
970
Regatta Capital Group
California
– -$237K -4,500 Closed
MIC
971
Meridian Investment Counsel
California
– -$230K -4,367 Closed
CCM
972
Canal Capital Management
Virginia
– -$218K -4,141 Closed
CWS
973
Confluence Wealth Services
Pennsylvania
– -$217K -4,125 Closed
PWS
974
Proactive Wealth Strategies
Georgia
– -$213K -4,042 Closed
PCMC
975
Paragon Capital Management (Colorado)
Colorado
– -$203K -3,847 Closed
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