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
PR
776
Payden & Rygel
California
$90K
PRIG
777
Payden & Rygel Investment Group
California
$90K
AF
778
Allworth Financial
California
$88.9K -$19.8K -388 -18%
CSWM
779
Cassady Schiller Wealth Management
Ohio
$87.1K
NFSG
780
Newbridge Financial Services Group
Florida
$87.1K
CLOS
781
Compagnie Lombard Odier SCmA
Switzerland
$86.6K -$84.8K -1,662 -50%
CWC
782
Carolinas Wealth Consulting
North Carolina
$78.5K -$2.35K -46 -3%
FFA
783
Founders Financial Alliance
North Carolina
$78.4K +$153 +3 +0.2%
WP
784
WealthShield Partners
North Carolina
$77.7K -$11.5K -226 -13%
WPA
785
West Paces Advisors
Georgia
$77.1K
RIA
786
Realta Investment Advisors
Delaware
$73.7K -$13.7K -269 -16%
RLIM
787
Red Lighthouse Investment Management
New York
$72.9K
WCM
788
Wunderlich Capital Managemnt
Tennessee
$71.7K
CFO
789
CVA Family Office
Colorado
$69.3K
CSC
790
Caldwell Sutter Capital
California
$68.9K
CTC
791
Central Trust Company
Missouri
$66K -$110K -2,166 -63%
LWCFA
792
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65.6K
LWM
793
Liberty Wealth Management
California
$65K +$2.7M +52,924 New
EWA
794
Elevate Wealth Advisory
Georgia
$64.3K
TFGT
795
TS Financial Group (TSFG)
Illinois
$64K
SNB
796
Security National Bank
Nebraska
$63.8K -$40K -785 -39%
PCMC
797
Private Capital Management (Colorado)
Colorado
$62.8K
BWP
798
Baldwin Wealth Partners
Massachusetts
$61.5K
HI
799
Horizon Investments
North Carolina
$58.3K -$12.6K -247 -18%
SSB
800
Sandy Spring Bank
Maryland
$57.9K +$57.6K +1,130 New

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.