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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 %
CL
126
Choreo LLC
Illinois
$16.2M +$16.2M +314,034 New
SWP
127
Summit Wealth Partners
Florida
$16M -$621K -12,014 -4%
SF
128
Schaeffer Financial
Maryland
$16M +$389K +7,525 +2%
FM
129
Family Management
New York
$15.9M -$2.04M -43,924 -11%
BFC
130
Blue Fin Capital
Rhode Island
$15.9M +$1.04M +20,071 +7%
Marshall Wace
131
Marshall Wace
United Kingdom
$15.8M +$2.49M +48,100 +19%
FCBT
132
First Citizens Bank & Trust
North Carolina
$15.8M – – –
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$15.5M – – –
Cerity Partners
134
Cerity Partners
New York
$15.4M -$369K -7,133 -2%
State Farm Mutual Automobile Insurance
135
State Farm Mutual Automobile Insurance
Illinois
$15.3M – – –
FAIM
136
Financial Advocates Investment Management
Washington
$15.1M +$10.2M +198,030 +209%
Principal Financial Group
137
Principal Financial Group
Iowa
$15M -$1.29M -25,000 -8%
CFG
138
Compton Financial Group
Maryland
$14.9M +$763K +14,750 +5%
SIA
139
Strategic Investment Advisors
Michigan
$14.7M +$2.03M +39,177 +16%
Mitsubishi UFJ Trust & Banking
140
Mitsubishi UFJ Trust & Banking
Japan
$14.4M – – –
Jane Street
141
Jane Street
New York
$14.3M +$12.8M +248,447 +912%
KL
142
KWMG LLC
Kansas
$14.1M +$188K +3,646 +1%
IA
143
IFP Advisors
Florida
$14M +$1.73M +33,388 +14%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$14M -$5.63M -108,829 -29%
BMD
145
Better Money Decisions
New Mexico
$13.9M +$487K +9,423 +4%
TH
146
TCTC Holdings
Texas
$13.8M -$313K -6,063 -2%
FCM
147
Fortis Capital Management
Washington
$13.7M +$803K +15,539 +6%
HNB
148
Huntington National Bank
Ohio
$13.7M -$15.5M – –
DI
149
DDFG Inc
California
$13.6M +$156K +3,010 +1%
RIG
150
RiverFront Investment Group
Virginia
$13.5M -$9.19M -177,789 -40%
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