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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
BAM
951
Bellevue Asset Management
Washington
$2.09K +$52 +1 +3%
CPG
952
Cornerstone Planning Group
New Jersey
$1.96K +$52 +1 +3%
BCMLT
953
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.86K – – –
HNW
954
High Note Wealth
Minnesota
$1.78K +$1.77K +34 New
MAS
955
MPWM Advisory Solutions
Georgia
$827 +$832 +16 New
CWM
956
Centricity Wealth Management
Ohio
$776 +$780 +15 New
RS
957
Rakuten Securities
Japan
$569 +$520 +10 +1,000%
NS
958
NBC Securities
Alabama
$498 -$643K -12,370 -100%
BL
959
BFSG LLC
California
$52 – – –
CSS
960
Cubist Systematic Strategies
Connecticut
$52 – – –
Barclays
961
Barclays
United Kingdom
$52 +$52 +1 New
SRC
962
Shufro Rose & Co
New York
– -$8.37M -163,266 Closed
AAMC
963
Asset Allocation & Management Company
Illinois
– -$3.33M -63,138 Closed
CSPIA
964
Cary Street Partners Investment Advisory
Virginia
– -$2.75M -52,284 Closed
FWM
965
Forza Wealth Management
Florida
– -$2.6M -49,291 Closed
MNBTD
966
Moody National Bank Trust Division
Texas
– -$1.74M -32,949 Closed
QC
967
Quadrature Capital
United Kingdom
– -$953K -18,095 Closed
WWM
968
WJ Wealth Management
Arizona
– -$848K -16,113 Closed
BS
969
Banco Santander
Spain
– -$722K -13,714 Closed
GLA
970
Good Life Advisors
Pennsylvania
– -$642K -12,180 Closed
FA
971
Faithward Advisors
Pennsylvania
– -$615K -11,677 Closed
SVWG
972
Shared Vision Wealth Group
United States
– -$578K -10,969 Closed
PA
973
Probity Advisors
Texas
– -$436K -8,287 Closed
SB
974
Sunflower Bank
Texas
– -$378K -7,180 Closed
HFA
975
High Falls Advisors
New York
– -$334K -6,336 Closed
37 38
39
40 41

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.