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
RLIM
801
Red Lighthouse Investment Management
New York
$74.9K
CSC
802
Caldwell Sutter Capital
California
$70.8K
EWA
803
Elevate Wealth Advisory
Georgia
$66K
SNB
804
Security National Bank
Nebraska
$65.6K
CTC
805
Central Trust Company
Missouri
$65.2K -$2.6K -50 -4%
TFGT
806
TS Financial Group (TSFG)
Illinois
$65K
BWP
807
Baldwin Wealth Partners
Massachusetts
$63.2K
LCM
808
Logan Capital Management
Pennsylvania
$61.6K +$60.9K +1,170 New
HI
809
Horizon Investments
North Carolina
$59.9K
SSB
810
Sandy Spring Bank
Maryland
$59.5K
FCMT
811
Founders Capital Management (Texas)
Texas
$54.8K
OC
812
Oarsman Capital
Wisconsin
$51.1K +$50.5K +970 New
OC
813
Oakworth Capital
Alabama
$50.6K
DWM
814
Darwin Wealth Management
Florida
$50.4K +$49.8K +956 New
T
815
Tidemark
California
$49.9K
SAM
816
Smartleaf Asset Management
Massachusetts
$48.7K -$703K -13,504 -94%
IBOK
817
Independence Bank of Kentucky
Kentucky
$45.5K
MIFH
818
Migdal Insurance & Financial Holdings
Israel
$43K
KSB
819
Kennebec Savings Bank
Maine
$42.6K +$42.1K +809 New
BC
820
Barrett & Company
Rhode Island
$42.1K
CP
821
Castleview Partners
Texas
$41.2K
SOS
822
Silver Oak Securities
Tennessee
$39.9K +$39.4K +758 New
VWM
823
Valley Wealth Managers
New Jersey
$39.5K -$17.7K -341 -31%
BIA
824
Bell Investment Advisors
California
$37.5K
CIA
825
Cape Investment Advisory
Georgia
$36.7K -$14.2K -273 -28%

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.