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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 %
PIMG
176
Patriot Investment Management Group
Tennessee
$10.3M +$287K +5,450 +3%
GGS
177
Galvin Gaustad & Stein
Arizona
$10.2M +$63.4K +1,203 +0.6%
CAG
178
Crestwood Advisors Group
Massachusetts
$9.93M -$45.6K -866 -0.5%
MPM
179
Meritage Portfolio Management
Kansas
$9.9M -$147K -2,799 -1%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$9.36M +$957K +18,183 +11%
BWP
181
Bernardo Wealth Planning
Pennsylvania
$9.32M +$841K +16,086 +10%
OC
182
Oppenheimer & Co
New York
$9.22M -$664K -12,611 -7%
HCM
183
Hilton Capital Management
New York
$9.13M +$366K +6,946 +4%
PG
184
Proffitt & Goodson
Tennessee
$9.07M -$46.8K -889 -0.5%
AFG
185
ABLE Financial Group
Arizona
$9.06M +$2.24M +42,485 +33%
BCA
186
Ballentine Capital Advisors
South Carolina
$9.03M +$9.37K +178 +0.1%
TWC
187
TD Waterhouse Canada
Ontario, Canada
$8.99M +$696K +13,251 +8%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$8.68M -$182K -3,462 -2%
SA
189
Strategic Advocates
Utah
$8.63M +$3.29M +62,428 +62%
HSBC Holdings
190
HSBC Holdings
United Kingdom
$8.53M -$8.88M -168,579 -51%
AWS
191
Atria Wealth Solutions
New York
$8.48M -$51.7K -981 -0.6%
TD Asset Management
192
TD Asset Management
Ontario, Canada
$8.44M -$1.64M -31,090 -16%
SSWM
193
Smith Salley Wealth Management
North Carolina
$8.41M +$8.41M +159,777 New
RMDI
194
R.M. Davis Inc
Maine
$8.41M -$595K -11,290 -7%
DCM
195
Dimension Capital Management
Florida
$8.41M -$298K -5,657 -3%
SRC
196
Shufro Rose & Co
New York
$8.37M – – –
PA
197
PFG Advisors
Arizona
$8.34M +$354K +6,730 +4%
ST
198
Sabal Trust
Florida
$8.16M -$7.34M -139,479 -47%
DAM
199
Delta Asset Management
Tennessee
$8.12M +$98.1K +1,863 +1%
CC
200
Courier Capital
New York
$8.05M -$4.02M -76,394 -33%
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