iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
958 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 378 increasing their positions, 301 reducing their positions, and 51 closing their positions.
169% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 51
27% more funds holding in top 10
Funds holding in top 10: 64 → 81 (+17)
26% more repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 301
7% more funds holding
Funds holding: 892 → 958 (+66)
2.21% more ownership
Funds ownership: 74.14% → 76.35% (+2.2%)
1% more capital invested
Capital invested by funds: $15.9B → $16B (+$120M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
NYL Investors
New York
|
+$499M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$93.8M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$75M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$59.7M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$471M |
| 2 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
-$260M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$119M |
| 4 |
ACG
Arch Capital Group
Pembroke,
Bermuda
|
-$88.5M |
| 5 |
Morgan Stanley
New York
|
-$53M |
IGSB Hedge Fund Activity: Q4 2024 in Review
958 of the 7,607 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 $16B — up 0.75% from $15.9B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new IGSB positions and 51 closed out — a net gain of 86 holders — while 378 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.
- 958 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q4 2024, up from 892 in Q3 2024.
- Funds reported $16B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 0.75% quarter-over-quarter.
- 137 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 51 closed out, a net change of +86 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.