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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

955 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 376 increasing their positions, 301 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 51

27% more funds holding in top 10

Funds holding in top 10: 64 → 81 (+17)

25% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 301

7% more funds holding

Funds holding: 890 → 955 (+65)

7% more capital invested

Capital invested by funds: $15.9B → $16.9B (+$1.09B)

2.21% more ownership

Funds ownership: 74.14% → 76.34% (+2.2%)

Holders
955
Holders Change
+65
Holders Change %
+7.3%
% of All Funds
12.58%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.07%
New
136
Increased
376
Reduced
301
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NI
NYL Investors
New York
+$499M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.8M
3
DWM
Dynasty Wealth Management
Florida
+$75M
4
EWA
EP Wealth Advisors
California
+$59.7M
5
MCM
MAI Capital Management
Ohio
+$59.5M

Top Sellers

Rank Fund Capital Flow
1
JHU
Johns Hopkins University
Maryland
-$471M
2
JSTA
Japan Science & Technology Agency
Japan
-$260M
3
Charles Schwab
Charles Schwab
California
-$119M
4
ACG
Arch Capital Group
Bermuda
-$88.5M
5
Morgan Stanley
Morgan Stanley
New York
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K +$34.7K +667 +20%
ECA
802
Elevated Capital Advisors
Utah
$208K +$209K +4,020 New
IIM
803
Ipswich Investment Management
Massachusetts
$207K – – –
RFA
804
Resurgent Financial Advisors
Georgia
$205K +$206K +3,966 New
LCGC
805
Legacy Capital Group California
California
$205K -$5.2K -100 -2%
MCA
806
Martin Capital Advisors
Texas
$205K – – –
RB
807
Renasant Bank
Mississippi
$204K +$205K +3,938 New
SWA
808
Sax Wealth Advisors
New Jersey
$202K +$203K +3,911 New
HWM
809
Hemington Wealth Management
Virginia
$202K +$1.35K +26 +0.7%
NWM
810
Navigoe Wealth Management
California
$202K +$203K +3,912 New
FHWM
811
Fox Hill Wealth Management
Massachusetts
$200K -$2.6K -50 -1%
PB
812
Pinnacle Bancorp
Nebraska
$199K – – –
CA
813
CoreCap Advisors
Michigan
$198K +$88.7K +1,706 +80%
AWM
814
Atticus Wealth Management
Florida
$194K +$1.4K +27 +0.7%
APCM
815
Alaska Permanent Capital Management
Alaska
$194K – – –
MG
816
Mather Group
Illinois
$189K -$11K -212 -5%
AIC
817
Archer Investment Corporation
Indiana
$173K +$52 +1 +0%
CA
818
Continuum Advisory
Idaho
$171K -$4.21K -81 -2%
NP
819
NorthRock Partners
Minnesota
$171K -$7.59K -146 -4%
CTA
820
Colonial Trust Advisors
South Carolina
$168K – – –
TCPW
821
Twin City Private Wealth
North Carolina
$164K -$32.5K -626 -16%
WT
822
Washington Trust
Rhode Island
$164K -$1.84M -35,310 -92%
ZB
823
Zions Bancorporation
Utah
$155K – – –
CT
824
Colonial Trust
South Carolina
$154K -$2.23K -43 -1%
CBT
825
Crews Bank & Trust
Florida
$148K +$149K +2,870 New
31 32
33
34 35

IGSB Hedge Fund Activity: Q4 2024 in Review

955 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q4 2024, worth a combined $16.9B — up 6.9% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new IGSB positions and 51 closed out — a net gain of 85 holders — while 376 added to existing stakes and 301 trimmed.

The largest buyer was NYL Investors, adding an estimated $499M. The largest seller was Johns Hopkins University, cutting an estimated $471M.

  • 955 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2024, up from 890 in Q3 2024.
  • Funds reported $16.9B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 136 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 51 closed out, a net change of +85 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was NYL Investors, an estimated $499M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Johns Hopkins University, an estimated $471M sold.

Based on aggregated 13F filings for Q4 2024.