IGSB icon

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 %
ST
151
Smithfield Trust
Pennsylvania
$13.5M -$225K -4,360 -2%
Franklin Resources
152
Franklin Resources
California
$13.5M +$2.47M +47,742 +22%
NB
153
NBT Bank
New York
$13.4M -$27.5K -531 -0.2%
COCM
154
Charter Oak Capital Management
New Hampshire
$13.4M -$299K -5,788 -2%
DWS
155
Discipline Wealth Solutions
South Carolina
$13.4M +$984K +19,027 +8%
PCIA
156
Prime Capital Investment Advisors
Kansas
$13.1M +$1.77M +34,213 +16%
DILH
157
Dai-ichi Life Holdings
Japan
$13M +$10.3K +200 +0.1%
Citigroup
158
Citigroup
New York
$13M +$2.14M +41,440 +20%
BCA
159
Bray Capital Advisors
Florida
$12.7M -$7.76M -150,121 -38%
AWM
160
AE Wealth Management
Kansas
$12.6M -$1.16M -22,381 -8%
BWA
161
BlueSky Wealth Advisors
North Carolina
$12.5M -$120K -2,323 -0.9%
PR
162
Payden & Rygel
California
$12.4M +$12.4M +239,932 New
GIM
163
Goelzer Investment Management
Indiana
$12.4M -$1.41M -27,195 -10%
BCI
164
Brinker Capital Investments
Pennsylvania
$12.3M +$937K +18,133 +8%
OPS
165
Orion Portfolio Solutions
Nebraska
$12.3M +$937K +18,133 +8%
DLCIG
166
D.L. Carlson Investment Group
New Hampshire
$12.2M +$363K +7,017 +3%
SF
167
Summit Financial
New Jersey
$12M +$1.74M +33,615 +17%
PP
168
Prosperity Planning
Missouri
$11.7M +$630K +12,194 +6%
LFG
169
Larson Financial Group
Missouri
$11.6M -$220K -4,249 -2%
BDF
170
Black Diamond Financial
Maryland
$11.5M +$11.5M +222,699 New
AA
171
Alesco Advisors
New York
$11.4M +$232K +4,491 +2%
AWM
172
Avior Wealth Management
Nebraska
$11.3M -$122K -2,368 -1%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$11.3M +$194K +3,744 +2%
BWP
174
Bernardo Wealth Planning
Pennsylvania
$11.3M +$2.08M +40,333 +23%
PFP
175
Pinnacle Financial Partners
Tennessee
$10.9M -$88.8K -1,707 -0.8%
5 6
7
8 9