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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.

New
Increased
Maintained
Reduced
Closed
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 %
BCA
101
Bray Capital Advisors
Florida
$20.9M -$632K -12,000 -3%
BHWM
102
Bar Harbor Wealth Management
New Hampshire
$20.6M +$193K +3,665 +0.9%
CMP
103
Courage Miller Partners
Virginia
$20.4M +$1.49M +28,316 +8%
FM
104
Family Management
New York
$20.3M -$2.87M -54,479 -12%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$19.9M -$186K -3,533 -0.9%
Kayne Anderson Rudnick Investment Management
106
Kayne Anderson Rudnick Investment Management
California
$19.9M -$1.19M -22,536 -6%
AIMC
107
Alley Investment Management Company
Illinois
$19.9M +$815K +15,479 +4%
ASW
108
Astoria Strategic Wealth
Texas
$19.6M -$172K -3,272 -0.9%
SGAM
109
Stephens Group Asset Management
Arkansas
$19.6M -$8.42M -159,969 -30%
AFS
110
Amtrust Financial Services
New York
$19.4M – – –
PPW
111
Presilium Private Wealth
Pennsylvania
$18.9M +$1.14M +21,736 +6%
MWA
112
MFA Wealth Advisors
Pennsylvania
$18.8M -$258K -4,898 -1%
Sumitomo Mitsui Trust Group
113
Sumitomo Mitsui Trust Group
Japan
$18.8M -$9.5M -180,322 -34%
LIM
114
Leavell Investment Management
Alabama
$18.5M +$2.85M +54,035 +18%
GI
115
Gradient Investments
Minnesota
$18.1M +$18M +341,130 +19,327%
ACA
116
Anchor Capital Advisors
Massachusetts
$17.8M -$213K -4,044 -1%
SWP
117
Summit Wealth Partners
Florida
$17M -$199K -3,781 -1%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$16.9M +$960K +18,231 +6%
MWA
119
Monograph Wealth Advisors
California
$16.9M +$8.71M +165,383 +106%
Creative Planning
120
Creative Planning
Kansas
$16.6M -$713K -13,535 -4%
Principal Financial Group
121
Principal Financial Group
Iowa
$16.6M +$4.48M +85,000 +37%
Cerity Partners
122
Cerity Partners
New York
$16.1M +$4.88M +92,632 +44%
FCBT
123
First Citizens Bank & Trust
North Carolina
$16M +$16M +304,681 New
SF
124
Schaeffer Financial
Maryland
$15.9M +$291K +5,528 +2%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$15.8M – – –
3 4
5
6 7