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
CIP
401
Chartwell Investment Partners
Pennsylvania
$1.68M
AIA
402
Armor Investment Advisors
North Carolina
$1.66M -$57.2K -1,100 -3%
CW
403
Cooksen Wealth
Texas
$1.66M -$23.5K -452 -1%
FWC
404
First Washington Corp
Washington
$1.65M
TW
405
TritonPoint Wealth
Maryland
$1.65M -$113K -2,171 -6%
SFM
406
Signet Financial Management
New Jersey
$1.63M -$12.2K -234 -0.8%
IAN
407
Integrated Advisors Network
Texas
$1.63M +$3.12K +60 +0.2%
P
408
&Partners
Tennessee
$1.62M +$1.35M +25,846 +531%
WRPWM
409
Werba Rubin Papier Wealth Management
California
$1.62M +$155K +2,976 +11%
PA
410
Pinnacle Associates
New York
$1.61M +$36.9K +710 +2%
ECM
411
Evergreen Capital Management
Washington
$1.61M +$8.69K +167 +0.5%
CIP
412
Capital Insight Partners
Arizona
$1.61M -$125K -2,407 -7%
RIL
413
Rothschild Investment LLC
Illinois
$1.59M +$189K +3,631 +14%
ADBIC
414
A.D. Beadell Investment Counsel
Wisconsin
$1.56M +$5.2K +100 +0.3%
SSWM
415
Sheets Smith Wealth Management
North Carolina
$1.56M -$702K -13,489 -31%
ISL
416
Ingalls & Snyder LLC
New York
$1.55M +$258K +4,966 +20%
FA
417
Flagstar Advisors
New York
$1.54M -$21.8K -419 -1%
TPA
418
Trivium Point Advisory
Connecticut
$1.52M +$30.7K +590 +2%
Bessemer Group
419
Bessemer Group
New Jersey
$1.52M -$117K -2,250 -7%
WCG
420
Weaver Consulting Group
California
$1.5M -$18.7K -360 -1%
KA
421
Kovack Advisors
Florida
$1.48M -$8.17K -157 -0.6%
AWA
422
Arkadios Wealth Advisors
Georgia
$1.47M +$47.7K +917 +3%
FAM
423
Forte Asset Management
New York
$1.45M -$2.71M -52,130 -65%
CA
424
Clearstead Advisors
Ohio
$1.45M +$44.2K +850 +3%
GWMR
425
GC Wealth Management RIA
Massachusetts
$1.45M -$2.19K -42 -0.2%

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.