We are live on ! Find out more
IGSB icon

iShares 1-5 Year Investment Grade Corporate Bond ETF

890 hedge funds and large institutions have $15.9B 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, 331 increasing their positions, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

2% more funds holding

Funds holding: 876890 (+14)

4% more capital invested

Capital invested by funds: $15.2B → $15.9B (+$681M)

3% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 322

0.41% less ownership

Funds ownership: 74.55%74.14% (-0.41%)

12% less funds holding in top 10

Funds holding in top 10: 7364 (-9)

Holders
890
Holders Change
+14
Holders Change %
+1.6%
% of All Funds
12.78%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.92%
New
76
Increased
331
Reduced
322
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
326
Hunter Associates Investment Management
Pennsylvania
$2.77M -$82.7K -1,590 -3%
JWBC
327
J.W. Burns & Co
New York
$2.76M +$21.6K +415 +0.8%
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$2.75M -$51.2K -983 -2%
ODIJL
329
One Day In July LLC
Vermont
$2.73M -$27.8K -534 -1%
ANTB
330
AMG National Trust Bank
Colorado
$2.73M -$379K -7,279 -12%
JSL
331
JT Stratford LLC
Georgia
$2.7M +$118K +2,260 +5%
FA
332
Fiduciary Alliance
South Carolina
$2.67M +$2.3M +44,231 +674%
GC
333
Gilbert & Cook
Iowa
$2.64M -$2.4M -46,106 -48%
BMCM
334
Bryn Mawr Capital Management
Pennsylvania
$2.61M -$12.2K -235 -0.5%
BCM
335
Beaumont Capital Management
Massachusetts
$2.6M +$2.57M +49,319 New
FWM
336
Forza Wealth Management
Florida
$2.6M -$104 -2 -0%
CCA
337
Cobblestone Capital Advisors
New York
$2.56M -$634K -12,179 -20%
MWM
338
Mittelman Wealth Management
Massachusetts
$2.56M +$1.45M +27,794 +133%
Millennium Management
339
Millennium Management
New York
$2.56M +$1.89M +36,287 +294%
AG
340
Ascent Group
Virginia
$2.56M -$156K -2,997 -6%
NL
341
NWAM LLC
Washington
$2.56M +$2.53M +48,535 New
AG
342
AlTi Global
New York
$2.54M
AIMU
343
Allianz Investment Management US
Minnesota
$2.53M -$520K -10,000 -17%
DSC
344
Duncker Streett & Co
Missouri
$2.52M
WFAG
345
Wescott Financial Advisory Group
Pennsylvania
$2.52M -$45.6K -877 -2%
BIA
346
Bigelow Investment Advisors
Maine
$2.5M -$59.5K -1,143 -2%
EGA
347
Eagle Global Advisors
Texas
$2.47M -$19.8K -380 -0.8%
PGAM
348
Princeton Global Asset Management
New Jersey
$2.46M +$195K +3,756 +9%
AWE
349
Avidian Wealth Enterprises
Texas
$2.44M -$252K -4,847 -9%
SVWAG
350
Sound View Wealth Advisors Group
Georgia
$2.4M -$20.8K -399 -0.9%

IGSB Hedge Fund Activity: Q3 2024 in Review

890 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q3 2024, worth a combined $15.9B — up 4.5% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IGSB positions and 50 closed out — a net gain of 26 holders — while 331 added to existing stakes and 322 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $104M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $72.4M sold.

  • 890 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2024, up from 876 in Q2 2024.
  • Funds reported $15.9B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 76 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 50 closed out, a net change of +26 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was D.E. Shaw & Co, an estimated $104M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Dynasty Wealth Management, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2024.