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
OPWM
626
Oxinas Partners Wealth Management
Indiana
$385K +$153 +3 +0%
AIP
627
Ameritas Investment Partners
Nebraska
$382K +$1.43K +28 +0.4%
GDP
628
Great Diamond Partners
Maine
$381K +$306 +6 +0.1%
CA
629
CGN Advisors
Kansas
$379K
CAAS
630
Capital Asset Advisory Services
Michigan
$379K +$1.33K +26 +0.4%
CWM
631
Congress Wealth Management
Massachusetts
$379K -$33.1K -648 -8%
IIC
632
Ironwood Investment Counsel
Arizona
$376K -$554K -10,856 -60%
SFA
633
Sequoia Financial Advisors
Ohio
$376K -$25K -490 -6%
CCG
634
Cypress Capital Group
Florida
$375K -$108K -2,120 -22%
DBRC
635
D.B. Root & Company
Pennsylvania
$368K +$367K +7,190 New
SB
636
Sunflower Bank
Texas
$368K
GPA
637
Garrison Point Advisors
California
$366K +$26.5K +520 +8%
EWA
638
Exencial Wealth Advisors
Oklahoma
$363K +$62.1K +1,217 +21%
CWP
639
CFM Wealth Partners
Texas
$361K
ClearBridge Investments
640
ClearBridge Investments
New York
$359K -$5.3K -104 -1%
HFA
641
High Falls Advisors
New York
$354K -$11.6K -227 -3%
1WM
642
1900 Wealth Management
Texas
$347K -$27.4K -537 -7%
CF
643
Centaurus Financial
California
$345K
EH
644
Equitable Holdings
New York
$343K -$17.4K -342 -5%
CSA
645
Cottage Street Advisors
Massachusetts
$342K
HWM
646
HB Wealth Management
Georgia
$339K
SCM
647
Seascape Capital Management
New Hampshire
$338K
FA
648
Fiduciary Alliance
South Carolina
$335K +$6.12K +120 +2%
VPI
649
Value Partners Investments
Manitoba, Canada
$335K
ATC
650
Argent Trust Co
Tennessee
$335K

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.