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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 %
Citadel Advisors
176
Citadel Advisors
Florida
$10.8M +$10.8M +209,433 New
JIR
177
James Investment Research
Ohio
$10.8M -$235K -4,545 -2%
Betterment LLC
178
Betterment LLC
New York
$10.7M -$133K -2,576 -1%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$10.7M +$326K +6,302 +3%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$1.2M +23,292 +13%
SC
181
Scotia Capital
Ontario, Canada
$10.3M -$134K -2,601 -1%
HCM
182
Hall Capital Management
Rhode Island
$10.1M +$10.1M +195,934 New
SA
183
Sanctuary Advisors
Indiana
$10.1M +$2.54M +48,796 +34%
CIM
184
Confluence Investment Management
Missouri
$10M -$1.79M -34,590 -15%
GGS
185
Galvin Gaustad & Stein
Arizona
$10M +$22.4K +433 +0.2%
PAG
186
Powers Advisory Group
Illinois
$9.96M -$230K -4,453 -2%
PIMG
187
Patriot Investment Management Group
Tennessee
$9.91M -$186K -3,592 -2%
WA
188
Waverly Advisors
Alabama
$9.67M -$559K -10,810 -5%
MPM
189
Meritage Portfolio Management
Kansas
$9.6M -$120K -2,328 -1%
PG
190
Proffitt & Goodson
Tennessee
$9.49M +$591K +11,427 +7%
B
191
Bailard
California
$9.41M +$2.04M +39,544 +28%
PNAA
192
Pictet North America Advisors
Switzerland
$9.37M +$1.99M +38,498 +27%
SA
193
Strategic Advocates
Utah
$9.37M +$893K +17,264 +11%
GIO
194
Galilei Investment Office
United Kingdom
$9.35M +$9.35M +180,762 New
TWC
195
TD Waterhouse Canada
Ontario, Canada
$9.02M +$176K +3,413 +2%
CAG
196
Crestwood Advisors Group
Massachusetts
$8.89M -$854K -16,520 -9%
BCA
197
Ballentine Capital Advisors
South Carolina
$8.88M +$20.4K +395 +0.2%
AFG
198
ABLE Financial Group
Arizona
$8.81M -$85K -1,644 -1%
PA
199
PFG Advisors
Arizona
$8.66M +$466K +9,018 +6%
MFG
200
Mendota Financial Group
Wisconsin
$8.52M -$2.02M -39,158 -19%
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