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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 %
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$27.9M -$6.68M -130,345 -19%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$27.7M +$3.74M +73,006 +16%
PP
78
PDS Planning
Ohio
$27.3M +$1.4M +27,232 +5%
Prudential Financial
79
Prudential Financial
New Jersey
$26.9M +$12.3K +240 +0%
SGAM
80
Stephens Group Asset Management
Arkansas
$26.8M +$332K +6,481 +1%
UBV
81
United Bank (Virginia)
Virginia
$26.6M +$2.54M +49,530 +11%
SWM
82
Stockman Wealth Management
Montana
$25.9M +$5.64M +109,974 +28%
RWM
83
Ritholtz Wealth Management
New York
$25.5M -$23.6M -459,622 -48%
OWP
84
Obermeyer Wealth Partners
Colorado
$25M -$1.38M -26,942 -5%
Osaic Holdings
85
Osaic Holdings
Arizona
$24.9M -$5.34M -104,050 -18%
LFS
86
Lutz Financial Services
Nebraska
$24.8M -$800K -15,608 -3%
RIG
87
RiverFront Investment Group
Virginia
$24.7M +$5.26M +102,655 +27%
AP
88
Atwood & Palmer
Missouri
$24.6M +$1.51M +29,505 +7%
Lazard Asset Management
89
Lazard Asset Management
New York
$24.6M -$24.2M – –
FG
90
Fiduciary Group
Georgia
$24.5M +$943K +18,387 +4%
MCWS
91
McKinley Carter Wealth Services
West Virginia
$23.2M +$1.08M +21,049 +5%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$23M +$3.85M +75,005 +20%
DI
93
DDFG Inc
California
$22.9M +$412K +8,028 +2%
FM
94
Family Management
New York
$22.5M +$2.96M +57,724 +15%
AIM
95
Acropolis Investment Management
Missouri
$21.8M +$2.09M +40,791 +11%
Kayne Anderson Rudnick Investment Management
96
Kayne Anderson Rudnick Investment Management
California
$21.7M -$563K -10,991 -3%
AI
97
Atria Investments
North Carolina
$21.6M +$6.35M +123,893 +42%
GFA
98
Gallagher Fiduciary Advisors
Illinois
$21.3M +$281K +5,478 +1%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$21.1M +$1.81M +35,185 +9%
PCIA
100
Prime Capital Investment Advisors
Kansas
$21.1M +$699K +13,633 +3%
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4
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