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
FRA
776
Front Row Advisors
California
$141K +$52 +1 +0%
EWM
777
EPG Wealth Management
Georgia
$130K +$128K +2,461 New
SIM
778
Studio Investment Management
Illinois
$124K
CFO
779
CVA Family Office
Colorado
$119K +$47K +904 +67%
SWC
780
Spectrum Wealth Counsel
Indiana
$116K
OP
781
ORG Partners
Indiana
$116K +$114K +2,193 New
CA
782
CoreCap Advisors
Michigan
$112K +$111K +2,130 New
FPB
783
First PREMIER Bank
South Dakota
$112K +$82K +1,575 +283%
MSG
784
Main Street Group
Virginia
$105K
FFWM
785
Future Financial Wealth Management
Ohio
$104K +$103K +1,974 New
SC
786
Steph & Co
Wisconsin
$102K +$101K +1,933 New
AA
787
AlphaCentric Advisors
Puerto Rico
$101K -$572 -11 -0.6%
CB
788
Community Bank
New York
$100K
LWANC
789
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.8K
FDCDDQ
790
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91K -$35.2K -676 -28%
ABWM
791
Alpine Bank Wealth Management
Colorado
$90.6K +$89.5K +1,720 New
CSWM
792
Cassady Schiller Wealth Management
Ohio
$89.5K
LWCFA
793
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85.2K +$19K +365 +29%
CWC
794
Carolinas Wealth Consulting
North Carolina
$80.7K
FFA
795
Founders Financial Alliance
North Carolina
$80.7K +$156 +3 +0.2%
WP
796
WealthShield Partners
North Carolina
$79.9K
WPA
797
West Paces Advisors
Georgia
$79.3K
CA
798
Crewe Advisors
Utah
$79K -$111K -2,125 -59%
CLOS
799
Compagnie Lombard Odier SCmA
Switzerland
$78.5K -$10.4K -200 -12%
AF
800
Allworth Financial
California
$75.9K -$14.7K -283 -16%

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.