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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Overview Fund Activity

870 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 304 increasing their positions, 354 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-12
Holders Change %
-1.36%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.06%
New
61
Increased
304
Reduced
354
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$624M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$56.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$173M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$54.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$51.2M

Top Sellers

1
DILIC
1
Dai-ichi Life Insurance Company
Japan
$0
2
NI
2
NYL Investors
New York
$5.37M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$123M
4
ACG
4
Arch Capital Group
Bermuda
$111M
5
Bank of America
5
Bank of America
North Carolina
$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
151
Fortis Capital Management
Washington
$12.5M +$444K +8,659 +4%
DILH
152
Dai-ichi Life Holdings
Japan
$12.4M -$282K -5,500 -2%
LFG
153
Larson Financial Group
Missouri
$12.1M -$569K -11,096 -4%
AWM
154
Avior Wealth Management
Nebraska
$12M +$9.91M +193,422 +467%
Principal Financial Group
155
Principal Financial Group
Iowa
$11.8M +$1.54M +30,000 +15%
CC
156
Courier Capital
New York
$11.7M -$2.74M -53,469 -19%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$11.7M +$269K +5,244 +2%
RJT
158
Raymond James Trust
Florida
$11.7M -$81.4K -1,589 -0.7%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$11.6M -$88.1K -1,719 -0.8%
Marshall Wace
160
Marshall Wace
United Kingdom
$11.3M +$4.09M +79,900 +57%
JIR
161
James Investment Research
Ohio
$11.2M -$83.6K -1,632 -0.7%
DWS
162
Discipline Wealth Solutions
South Carolina
$11.1M +$1.2M +23,433 +12%
BCI
163
Brinker Capital Investments
Pennsylvania
$11.1M +$8.35M +162,968 +302%
OPS
164
Orion Portfolio Solutions
Nebraska
$11.1M +$8.35M +162,968 +302%
PFP
165
Pinnacle Financial Partners
Tennessee
$11.1M -$270K -5,261 -2%
Cerity Partners
166
Cerity Partners
New York
$10.9M +$729K +14,235 +7%
KAS
167
Kestra Advisory Services
Texas
$10.9M +$7.33M +147,292 +206%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$10.9M -$1.12M -21,853 -9%
IA
169
IFP Advisors
Florida
$10.9M +$502K +9,804 +5%
QC
170
Quadrature Capital
United Kingdom
$10.8M +$10.8M +211,504 New
Citigroup
171
Citigroup
New York
$10.8M -$105K -2,042 -1%
WIC
172
Woodmont Investment Counsel
Tennessee
$10.6M -$633K -12,363 -6%
PP
173
Prosperity Planning
Missouri
$10.6M +$529K +10,319 +5%
HCM
174
Hall Capital Management
Rhode Island
$10.4M +$757K +14,776 +8%
SIA
175
Strategic Investment Advisors
Michigan
$10.2M +$215K +4,192 +2%
5 6
7
8 9