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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.

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 %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$23.4M -$9.58M -185,341 -29%
TPCW
102
TD Private Client Wealth
New York
$22.9M +$2.14M +41,381 +10%
LIM
103
Leavell Investment Management
Alabama
$22M +$3.81M +73,653 +21%
Sumitomo Mitsui Trust Group
104
Sumitomo Mitsui Trust Group
Japan
$21.6M +$3.11M +60,177 +17%
FG
105
Fiduciary Group
Georgia
$21.3M +$327K +6,324 +2%
BEI
106
Benjamin Edwards Inc
Missouri
$21.3M -$4.19M -81,084 -16%
CMP
107
Courage Miller Partners
Virginia
$20.5M +$525K +10,162 +3%
MWA
108
MFA Wealth Advisors
Pennsylvania
$19.9M +$1.38M +26,777 +7%
GI
109
Gradient Investments
Minnesota
$19.8M +$2.08M +40,265 +12%
PPW
110
Presilium Private Wealth
Pennsylvania
$19.8M +$1.21M +23,385 +7%
ASW
111
Astoria Strategic Wealth
Texas
$19.6M +$352K +6,818 +2%
AIMC
112
Alley Investment Management Company
Illinois
$19.6M +$72.7K +1,407 +0.4%
SGAM
113
Stephens Group Asset Management
Arkansas
$19.5M +$279K +5,395 +1%
BHWM
114
Bar Harbor Wealth Management
New Hampshire
$19.5M -$723K -13,982 -4%
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$19.1M -$419K -8,108 -2%
AFS
116
Amtrust Financial Services
New York
$19M – – –
SW
117
SVB Wealth
Massachusetts
$18.6M +$18.6M +359,300 New
GL
118
Graypoint LLC
New York
$18.1M +$10.3M +198,552 +130%
ACA
119
Anchor Capital Advisors
Massachusetts
$17.4M -$69.9K -1,352 -0.4%
MWA
120
Monograph Wealth Advisors
California
$17.2M +$575K +11,118 +3%
JSA
121
Jacobson & Schmitt Advisors
Wisconsin
$17M +$1.65M +31,850 +11%
Creative Planning
122
Creative Planning
Kansas
$16.9M +$536K +10,370 +3%
SPIA
123
Steward Partners Investment Advisory
New York
$16.7M +$1.2M +23,145 +8%
GC
124
Guggenheim Capital
Illinois
$16.4M +$1.39M +26,821 +9%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$16.3M -$285K -5,510 -2%
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5
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