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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

883 hedge funds and large institutions have $15.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 326 increasing their positions, 322 reducing their positions, and 51 closing their positions.

Holders
883
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.77%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.93%
New
76
Increased
326
Reduced
322
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$110M
2
MMA
2
Miracle Mile Advisors
California
$73.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$267M
4
BlackRock
4
BlackRock
New York
$694M
5
SEI Investments
5
SEI Investments
Pennsylvania
$43.1M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$0
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$10.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$155M
4
AC
4
Allstate Corporation
Illinois
$176M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
76
NewSquare Capital
Pennsylvania
$33.4M +$2.36M +44,871 +8%
PP
77
PDS Planning
Ohio
$32.9M +$2.84M +54,017 +9%
DIP
78
DT Investment Partners
Pennsylvania
$32.6M +$1.2M +22,777 +4%
BWAM
79
Boyd Watterson Asset Management
Ohio
$31.4M +$60.9K +1,157 +0.2%
RWM
80
Ritholtz Wealth Management
New York
$31.3M +$1.77M +33,679 +6%
MCA
81
Maryland Capital Advisors
Maryland
$31.1M +$7.87M +149,528 +34%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$30.9M +$1.87M +35,557 +6%
OIA
83
OneDigital Investment Advisors
Kansas
$28.5M +$9.9M +188,035 +53%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$28.5M -$22.4K -425 -0.1%
Osaic Holdings
85
Osaic Holdings
Arizona
$28.5M +$863K +16,382 +3%
Envestnet Portfolio Solutions
86
Envestnet Portfolio Solutions
Illinois
$27.8M +$15.9M +301,624 +133%
Prudential Financial
87
Prudential Financial
New Jersey
$27.8M +$214K +4,066 +0.8%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$26.4M -$8.6M -163,080 -25%
AP
89
Atwood & Palmer
Missouri
$26.2M +$586K +11,127 +2%
BEI
90
Benjamin Edwards Inc
Missouri
$26M +$23.9M +454,155 +1,160%
LFS
91
Lutz Financial Services
Nebraska
$25.1M -$265K -5,034 -1%
Lazard Asset Management
92
Lazard Asset Management
New York
$24.5M -$24.3M – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$24M +$12M +227,278 +99%
RIG
94
RiverFront Investment Group
Virginia
$23.2M +$3.08M +58,443 +15%
CPIG
95
Chicago Partners Investment Group
Illinois
$22.6M +$494K +9,497 +2%
NCM
96
Nelson Capital Management
California
$22.6M +$1.42M +26,914 +7%
PA
97
Procyon Advisors
Connecticut
$21.8M +$269K +5,117 +1%
DWM
98
Dakota Wealth Management
Florida
$21.6M +$4.63M +87,876 +27%
FG
99
Fiduciary Group
Georgia
$21.4M -$1.18M -22,450 -5%
TPCW
100
TD Private Client Wealth
New York
$21.1M +$4.21M +79,919 +25%
2 3
4
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