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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 %
SSWM
201
Smith Salley Wealth Management
North Carolina
$8.41M +$151K +2,913 +2%
WIC
202
Woodmont Investment Counsel
Tennessee
$8.35M -$2.3M -44,457 -22%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$8.28M – – –
AWS
204
Atria Wealth Solutions
New York
$8.23M -$96.4K -1,864 -1%
ACA
205
Aptus Capital Advisors
Alabama
$8.18M +$7.4M +143,177 +946%
GB
206
Gunma Bank
Japan
$8.12M +$3.1M +60,000 +62%
DAM
207
Delta Asset Management
Tennessee
$8.04M +$61.7K +1,193 +0.8%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$7.95M -$419K -8,114 -5%
DCM
209
Dimension Capital Management
Florida
$7.91M -$346K -6,700 -4%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$7.88M -$646K -12,488 -8%
MM
211
Main Management
California
$7.82M +$2.08M +40,184 +36%
DAS
212
Dynamic Advisor Solutions
Arizona
$7.76M +$285K +5,514 +4%
RBWA
213
RFG - Bristol Wealth Advisors
Massachusetts
$7.75M +$7.75M +149,940 New
RMDI
214
R.M. Davis Inc
Maine
$7.67M -$581K -11,240 -7%
SFG
215
SevenBridge Financial Group
Pennsylvania
$7.67M +$24.7K +476 +0.3%
OC
216
Oppenheimer & Co
New York
$7.64M -$1.41M -27,274 -16%
Corient Private Wealth
217
Corient Private Wealth
Florida
$7.54M +$244K +4,723 +3%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$7.5M -$58.8K -1,138 -0.8%
TWP
219
Total Wealth Planning
Ohio
$7.41M -$376K -7,278 -5%
AFG
220
Atomi Financial Group
New York
$7.26M +$1.11M +21,510 +18%
MPW
221
MA Private Wealth
California
$7.26M +$622K +12,032 +9%
MWM
222
Meridian Wealth Management
Kentucky
$7.21M -$347K -6,703 -5%
FCIM
223
Fairview Capital Investment Management
California
$7.06M -$248K -4,800 -3%
JWM
224
JPL Wealth Management
Colorado
$7.04M +$7.04M +136,078 New
EBSAM
225
Eubel Brady & Suttman Asset Management
Ohio
$7.03M -$57.3K -1,109 -0.8%
7 8
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