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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
1
NYL Investors
New York
$502M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M
3
DWM
3
Dynasty Wealth Management
Florida
$74.6M
4
EWA
4
EP Wealth Advisors
California
$267M
5
MCM
5
MAI Capital Management
Ohio
$59.2M

Top Sellers

1
JHU
1
Johns Hopkins University
Maryland
$41.9M
2
JSTA
2
Japan Science & Technology Agency
Japan
$538M
3
Charles Schwab
3
Charles Schwab
California
$1.09B
4
ACG
4
Arch Capital Group
Bermuda
$24.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$35.3M +$11.7M +225,912 +49%
ZIG
77
Zurich Insurance Group
Switzerland
$35.1M – – –
AFI
78
American Family Investments
Wisconsin
$34.7M – – –
PP
79
PDS Planning
Ohio
$34.3M +$1.98M +38,228 +6%
Osaic Holdings
80
Osaic Holdings
Arizona
$34.1M +$14M +377,160 +70%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$33.6M -$2.46M -47,503 -7%
UCFA
82
United Capital Financial Advisors
Texas
$33.1M -$2.46M -47,625 -7%
RWM
83
Ritholtz Wealth Management
New York
$32.7M +$2.02M +39,079 +7%
NC
84
NewSquare Capital
Pennsylvania
$32.6M -$238K -4,610 -0.7%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$32.5M +$2.22M +42,946 +7%
DIP
86
DT Investment Partners
Pennsylvania
$32.4M +$402K +7,774 +1%
PA
87
Procyon Advisors
Connecticut
$28.5M +$7.14M +138,036 +33%
OIA
88
OneDigital Investment Advisors
Kansas
$28.1M +$54K +1,045 +0.2%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$27.2M -$797K -15,411 -3%
Prudential Financial
90
Prudential Financial
New Jersey
$26.9M -$404K -7,807 -1%
AP
91
Atwood & Palmer
Missouri
$26.5M +$804K +15,556 +3%
BWAM
92
Boyd Watterson Asset Management
Ohio
$26.1M -$4.76M -91,981 -15%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$25.6M -$1.72M -33,240 -6%
LFS
94
Lutz Financial Services
Nebraska
$24.9M +$313K +6,050 +1%
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$24.7M -$23.9M -461,958 -49%
CPIG
96
Chicago Partners Investment Group
Illinois
$24.3M +$1.82M +35,198 +8%
ACG
97
Arch Capital Group
Bermuda
$24.3M -$88M -1,701,855 -78%
DWM
98
Dakota Wealth Management
Florida
$24.2M +$2.98M +57,619 +14%
Lazard Asset Management
99
Lazard Asset Management
New York
$24M -$24.5M – –
NCM
100
Nelson Capital Management
California
$23.7M +$1.58M +30,619 +7%
2 3
4
5 6