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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 %
HFS
976
Howard Financial Services
Texas
– -$201K -3,814 Closed
MFT
977
Moisand Fitzgerald Tamayo
Florida
– -$183K -3,483 Closed
SC
978
Steph & Co
Wisconsin
– -$102K -1,933 Closed
CA
979
Crewe Advisors
Utah
– -$79K -1,500 Closed
BWP
980
Baldwin Wealth Partners
Massachusetts
– -$63.2K -1,200 Closed
OC
981
Oakworth Capital
Alabama
– -$50.6K -960 Closed
SOS
982
Silver Oak Securities
Tennessee
– -$39.9K -758 Closed
NRC
983
New Republic Capital
North Carolina
– -$33.2K -630 Closed
HGERS
984
Householder Group Estate & Retirement Specialist
Arizona
– -$30K -572 Closed
CPA
985
Clear Point Advisors
New York
– -$29.3K -556 Closed
JIP
986
Jaffetilchin Investment Partners
Florida
– -$18.4K -350 Closed
RWM
987
Reston Wealth Management
Virginia
– -$15.8K -300 Closed
LFA
988
LGT Financial Advisors
Texas
– -$11K -209 Closed
GSEP
989
Golden State Equity Partners
California
– -$8.69K -165 Closed
MFA
990
McClarren Financial Advisors
Pennsylvania
– -$33 -157 Closed
BIM
991
Breakwater Investment Management
Washington
– -$5.58K -106 Closed
NFA
992
Northwest Financial Advisors
Virginia
– -$5.42K -103 Closed
RVM
993
Robinson Value Management
Texas
– -$3.95K -75 Closed
BBHC
994
Brown Brothers Harriman & Co
New York
– -$3.42K -65 Closed
S
995
SignatureFD
Georgia
– -$2.23K -42 Closed
VWM
996
Venturi Wealth Management
Texas
– -$1.58K -30 Closed
TAM
997
Townsend Asset Management
North Carolina
– -$1.37K -26 Closed
FCM
998
Fourpath Capital Management
Oklahoma
– -$685 -13 Closed
APC
999
Aspire Private Capital
North Carolina
– -$462 -9 Closed
CPA
1000
Capital Performance Advisors
California
– -$369 -7 Closed
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