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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

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: 876 → 890 (+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: 73 → 64 (-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
–

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$104M
2
MMA
Miracle Mile Advisors
California
+$71.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.7M
4
BlackRock
BlackRock
New York
+$52.4M
5
SEI Investments
SEI Investments
Pennsylvania
+$42.6M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$72.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$41.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$39.8M
4
AC
Allstate Corporation
Illinois
-$38.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
876
CBIZ Investment Advisory Services
Ohio
$3.14K – – –
LI
877
LRI Investments
Florida
$2.54K – – –
GI
878
GAMMA Investing
California
$2.53K -$2.24K -43 -47%
S
879
SignatureFD
Georgia
$2.23K -$130K -2,500 -98%
TAM
880
Tucker Asset Management
Colorado
$2.21K -$47.4K -910 -96%
BAM
881
Bellevue Asset Management
Washington
$2.1K – – –
CPG
882
Cornerstone Planning Group
New Jersey
$1.94K -$34.1K -655 -95%
BCMLT
883
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.9K – – –
KFI
884
Key Financial Inc
Pennsylvania
$1.69K – – –
VWM
885
Venturi Wealth Management
Texas
$1.58K -$2.08K -40 -57%
TAM
886
Townsend Asset Management
North Carolina
$1.37K – – –
AWM
887
Aspire Wealth Management
Massachusetts
$1.27K -$52 -1 -4%
FCM
888
Fourpath Capital Management
Oklahoma
$685 +$677 +13 New
APC
889
Aspire Private Capital
North Carolina
$462 – – –
CPA
890
Capital Performance Advisors
California
$369 +$364 +7 New
NMM
891
Naples Money Management
Florida
$105 – – –
CSS
892
Cubist Systematic Strategies
Connecticut
$53 -$4.58K -88 -99%
BL
893
BFSG LLC
California
$53 – – –
RS
894
Rakuten Securities
Japan
$53 – – –
MFA
895
McClarren Financial Advisors
Pennsylvania
$33 +$8.17K +157 New
DWM
896
Dynasty Wealth Management
Florida
– -$72.4M -1,413,299 Closed
Citadel Advisors
897
Citadel Advisors
Florida
– -$23.5M -458,503 Closed
SW
898
SVB Wealth
Massachusetts
– -$18.5M -361,874 Closed
FEG
899
Fund Evaluation Group
Ohio
– -$18.1M -354,128 Closed
CWAF
900
Core Wealth Advisors (Florida)
Florida
– -$8.9M -173,664 Closed
34 35
36
37 38

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.