iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
892 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, 333 increasing their positions, 322 reducing their positions, and 50 closing their positions.
52% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 50
2% more funds holding
Funds holding: 878 → 892 (+14)
4% more capital invested
Capital invested by funds: $15.2B → $15.9B (+$682M)
3% more repeat investments, than reductions
Existing positions increased: 333 | 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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$104M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$71.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$59.7M |
| 4 |
BlackRock
New York
|
+$52.4M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$42.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$72.4M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$41.2M |
| 3 |
JP Morgan Chase
New York
|
-$39.8M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$38.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.2M |
IGSB Hedge Fund Activity: Q3 2024 in Review
892 of the 6,978 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 333 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.
- 892 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2024, up from 878 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.