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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 %
WA
176
Waverly Advisors
Alabama
$10.1M +$298K +5,807 +3%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$9.95M -$926K -18,049 -9%
PAG
178
Powers Advisory Group
Illinois
$9.89M +$584K +11,399 +6%
GGS
179
Galvin Gaustad & Stein
Arizona
$9.85M -$350K -6,829 -3%
TD Asset Management
180
TD Asset Management
Ontario, Canada
$9.8M +$2.13M +41,500 +28%
MPM
181
Meritage Portfolio Management
Kansas
$9.78M -$760K -14,823 -7%
PIMG
182
Patriot Investment Management Group
Tennessee
$9.73M +$127K +2,474 +1%
CAG
183
Crestwood Advisors Group
Massachusetts
$9.7M -$321K -6,256 -3%
OC
184
Oppenheimer & Co
New York
$9.61M -$137K -2,683 -1%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$9.47M -$9.2M -179,579 -49%
TWP
186
Total Wealth Planning
Ohio
$9.36M -$1.21M -23,417 -11%
Franklin Resources
187
Franklin Resources
California
$9.34M +$845K +16,485 +10%
PCIA
188
Prime Capital Investment Advisors
Kansas
$9.25M -$11.8M -230,548 -56%
MFG
189
Mendota Financial Group
Wisconsin
$9.24M +$1.69M +33,040 +22%
CWA
190
Core Wealth Advisors
Florida
$8.9M +$272K +5,309 +3%
PG
191
Proffitt & Goodson
Tennessee
$8.87M -$60K -1,170 -0.7%
BCA
192
Ballentine Capital Advisors
South Carolina
$8.77M +$225K +4,393 +3%
RMDI
193
R.M. Davis Inc
Maine
$8.76M -$1.13M -21,994 -11%
VRM
194
Vectors Research Management
New York
$8.71M -$2.8M -54,673 -24%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$8.62M -$4.22M -82,405 -33%
HCM
196
Hilton Capital Management
New York
$8.53M +$756K +14,753 +10%
DCM
197
Dimension Capital Management
Florida
$8.47M – – –
SRC
198
Shufro Rose & Co
New York
$8.37M -$1.46M -28,578 -15%
BWP
199
Bernardo Wealth Planning
Pennsylvania
$8.31M +$1.45M +28,273 +21%
AWS
200
Atria Wealth Solutions
New York
$8.3M +$918K +17,919 +12%
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