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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 %
CIM
151
Confluence Investment Management
Missouri
$12.1M -$6.57M -124,837 -35%
DLCIG
152
D.L. Carlson Investment Group
New Hampshire
$12M -$3.62M -68,784 -23%
LFG
153
Larson Financial Group
Missouri
$12M -$444K -8,435 -4%
AWM
154
Avior Wealth Management
Nebraska
$11.6M -$720K -13,666 -6%
OPS
155
Orion Portfolio Solutions
Nebraska
$11.6M +$198K +3,769 +2%
BCI
156
Brinker Capital Investments
Pennsylvania
$11.6M +$198K +3,769 +2%
SF
157
SWP Financial
California
$11.6M +$4.43M +84,195 +62%
PCIA
158
Prime Capital Investment Advisors
Kansas
$11.5M +$2.02M +38,347 +21%
KAS
159
Kestra Advisory Services
Texas
$11.4M -$66.6K -1,265 -0.6%
AA
160
Alesco Advisors
New York
$11.4M +$8.45M +160,369 +288%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$11.3M +$1.53M +28,993 +16%
PP
162
Prosperity Planning
Missouri
$11.3M +$408K +7,749 +4%
JIR
163
James Investment Research
Ohio
$11.2M -$344K -6,538 -3%
PFP
164
Pinnacle Financial Partners
Tennessee
$11.1M -$283K -5,366 -2%
Franklin Resources
165
Franklin Resources
California
$11.1M +$1.58M +30,336 +17%
Betterment LLC
166
Betterment LLC
New York
$11M +$6.96M +132,157 +170%
Citigroup
167
Citigroup
New York
$11M -$80.4K -1,527 -0.7%
WIC
168
Woodmont Investment Counsel
Tennessee
$10.8M -$41K -778 -0.4%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$10.8M -$41.6M -790,942 -79%
MFG
170
Mendota Financial Group
Wisconsin
$10.7M +$1.24M +23,594 +13%
SC
171
Scotia Capital
Ontario, Canada
$10.6M +$3.23M +61,418 +44%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$10.6M +$347K +6,598 +3%
SF
173
Summit Financial
New Jersey
$10.5M +$2.59M +49,195 +33%
WA
174
Waverly Advisors
Alabama
$10.4M +$26.1K +496 +0.3%
PAG
175
Powers Advisory Group
Illinois
$10.4M +$212K +4,022 +2%
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