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
AF
626
Arrow Financial
New York
$418K
EW
627
Elyxium Wealth
California
$417K +$412K +7,914 New
GPA
628
Garrison Point Advisors
California
$409K +$32.3K +620 +9%
GS
629
GTS Securities
New York
$405K -$384K -7,376 -49%
BFW
630
Brady Family Wealth
Missouri
$405K -$36.5K -702 -8%
T
631
TrueFG
Texas
$405K +$3.96K +76 +1%
PTC
632
Private Trust Company
Ohio
$404K +$265K +5,086 +197%
WC
633
Waterloo Capital
Texas
$402K -$154K -2,952 -28%
AFP
634
Ausdal Financial Partners
Iowa
$400K -$13.5K -259 -3%
WPC
635
Waters Parkerson & Co
Louisiana
$399K +$112K +2,150 +40%
AIP
636
Ameritas Investment Partners
Nebraska
$395K +$1.46K +28 +0.4%
Fisher Asset Management
637
Fisher Asset Management
Washington
$391K -$235K -4,518 -38%
CA
638
CGN Advisors
Kansas
$389K
PW
639
Paladin Wealth
Minnesota
$387K +$383K +7,351 New
M&T Bank
640
M&T Bank
New York
$385K -$82.7K -1,590 -18%
CIBC World Market
641
CIBC World Market
Ontario, Canada
$381K +$169K +3,257 +82%
SB
642
Sunflower Bank
Texas
$378K
OCM
643
Orleans Capital Management
Louisiana
$377K +$373K +7,160 New
OWP
644
Obermeyer Wealth Partners
Colorado
$376K -$22.9M -440,634 -98%
CCG
645
Cypress Capital Group
Florida
$375K -$9.68K -186 -3%
HCP
646
Hexagon Capital Partners
Arkansas
$374K -$42.8K -822 -10%
AEPWM
647
Atlantic Edge Private Wealth Management
Florida
$373K -$57.5K -1,105 -14%
First Manhattan
648
First Manhattan
New York
$371K -$99.3K -1,908 -21%
CWP
649
CFM Wealth Partners
Texas
$371K
ClearBridge Investments
650
ClearBridge Investments
New York
$370K +$1.15K +22 +0.3%

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.