We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

876 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 62 funds opening new positions, 306 increasing their positions, 356 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 62

1% less funds holding

Funds holding: 887876 (-11)

1.28% less ownership

Funds ownership: 75.83%74.55% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 7673 (-3)

5% less capital invested

Capital invested by funds: $16B → $15.2B (-$845M)

14% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 356

Holders
876
Holders Change
-11
Holders Change %
-1.24%
% 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
1.05%
New
62
Increased
306
Reduced
356
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
276
Welch & Forbes
Massachusetts
$4.15M -$146K -2,864 -3%
HT
277
Headlands Technologies
Illinois
$4.14M +$4.12M +80,849 New
NWA
278
New World Advisors
Massachusetts
$4.11M +$57.6K +1,129 +1%
GWM
279
Graybill Wealth Management
Illinois
$4.09M +$628K +12,319 +18%
HCC
280
Hirtle Callaghan & Co
Pennsylvania
$4.09M
APIM
281
Agate Pass Investment Management
Washington
$4.09M -$176K -3,451 -4%
FAM
282
Forte Asset Management
New York
$4.08M +$479K +9,399 +13%
SFA
283
Source Financial Advisors
New York
$4.06M -$90K -1,764 -2%
DC
284
Davenport & Co
Virginia
$3.99M +$583K +11,432 +17%
Betterment LLC
285
Betterment LLC
New York
$3.98M -$1.65M -32,253 -29%
HPC
286
HM Payson & Co
Maine
$3.93M
GWM
287
GSB Wealth Management
Connecticut
$3.91M +$216K +4,243 +6%
JWM
288
JPL Wealth Management
Colorado
$3.88M +$305K +5,972 +9%
FA
289
FDx Advisors
Illinois
$3.87M -$1.87M -36,687 -33%
BMM
290
Buffington Mohr McNeal
Idaho
$3.84M -$263K -5,154 -6%
BCM
291
Boltwood Capital Management
California
$3.73M +$273K +5,355 +8%
CFGS
292
Concourse Financial Group Securities
Alabama
$3.7M -$3.01M -58,932 -45%
CCT
293
Capital City Trust
Florida
$3.69M -$66.5K -1,303 -2%
AAS
294
Avantax Advisory Services
Texas
$3.65M -$556K -10,901 -13%
MWM
295
MTC Wealth Management
Florida
$3.65M -$186K -3,647 -5%
TW
296
Trajan Wealth
Arizona
$3.62M -$310K -6,072 -8%
PGFC
297
Peapack-Gladstone Financial Corp
New Jersey
$3.61M -$927K -18,170 -20%
MSWM
298
McGlone Suttner Wealth Management
Wisconsin
$3.6M +$3.28M +64,285 +1,076%
BMMM
299
Boston Mountain Money Management
Arkansas
$3.59M +$119K +2,333 +3%
FFN
300
Focus Financial Network
Minnesota
$3.58M +$51.2K +1,004 +1%

IGSB Hedge Fund Activity: Q2 2024 in Review

876 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2024, worth a combined $15.2B — down 5.3% from $16B a quarter earlier.

Fund positioning in IGSB was balanced in Q2 2024: 62 funds opened new positions, 62 closed out, 306 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $419M sold.

  • 876 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2024, down from 887 in Q1 2024.
  • Funds reported $15.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.3% quarter-over-quarter.
  • 62 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 62 closed out, a net change of 0 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was BlackRock, an estimated $266M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Dai-ichi Life Insurance Company, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2024.