iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
887 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 352 increasing their positions, 325 reducing their positions, and 80 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 325
5% less capital invested
Capital invested by funds: $16.8B → $16B (-$829M)
2.91% less ownership
Funds ownership: 78.74% → 75.83% (-2.9%)
3% less funds holding
Funds holding: 914 → 887 (-27)
8% less funds holding in top 10
Funds holding in top 10: 83 → 76 (-7)
16% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
+$350M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$102M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$60M |
| 4 |
Nisa Investment Advisors
St. Louis,
Missouri
|
+$52.8M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$522M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$357M |
| 3 |
NI
NYL Investors
New York
|
-$280M |
| 4 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$254M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$41.6M |
IGSB Hedge Fund Activity: Q1 2024 in Review
887 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q1 2024, worth a combined $16B — down 4.9% from $16.8B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of IGSB and 67 opened new positions — a net loss of 13 holders — while 325 trimmed existing stakes and 352 added.
The largest buyer was Barings, adding an estimated $350M. The largest seller was Morgan Stanley, cutting an estimated $522M.
- 887 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q1 2024, down from 914 in Q4 2023.
- Funds reported $16B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q1 2024, down 4.9% quarter-over-quarter.
- 67 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 80 closed out, a net change of -13 holders.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Barings, an estimated $350M added.
- The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $522M sold.
Based on aggregated 13F filings for Q1 2024.