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iShares 1-5 Year Investment Grade Corporate Bond ETF

876 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 306 increasing their positions, 356 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 62

1% less funds holding

Funds holding: 887876 (-11)

1.28% less ownership

Funds ownership: 75.83%74.55% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 7673 (-3)

5% less capital invested

Capital invested by funds: $16B → $15.2B (-$845M)

14% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 356

Holders
876
Holders Change
-11
Holders Change %
-1.24%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.05%
New
62
Increased
306
Reduced
356
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
226
Sage Advisory Services
Texas
$6.96M -$854K -16,750 -11%
CISOA
227
Capital Investment Services of America
Wisconsin
$6.71M -$116K -2,267 -2%
TNBTD
228
Trustmark National Bank Trust Department
Mississippi
$6.66M +$25.5K +500 +0.4%
AFG
229
ABLE Financial Group
Arizona
$6.64M +$232K +4,548 +4%
Deutsche Bank
230
Deutsche Bank
Germany
$6.58M -$12.5M -244,385 -66%
HCP
231
Holt Capital Partners
Texas
$6.58M -$58.2K -1,140 -0.9%
RC
232
Roundview Capital
New Jersey
$6.57M -$32.4K -636 -0.5%
ET
233
Equitable Trust
Tennessee
$6.54M -$102K -2,005 -2%
OAM
234
Oppenheimer Asset Management
New York
$6.45M +$764K +14,970 +14%
RF
235
RHS Financial
California
$6.4M -$471K -9,233 -7%
PAG
236
Private Advisor Group
New Jersey
$6.4M +$369K +7,229 +6%
FLA
237
Financial Life Advisors
Texas
$6.29M -$1.5M -29,330 -19%
UB
238
UMB Bank
Missouri
$6.12M -$187K -3,665 -3%
HWAM
239
Hennion & Walsh Asset Management
New Jersey
$6.12M +$122K +2,385 +2%
AFG
240
Atomi Financial Group
New York
$5.96M +$3.98M +78,103 +204%
WBG
241
Wharton Business Group
Pennsylvania
$5.86M -$25.8K -505 -0.4%
RFC
242
Regions Financial Corp
Alabama
$5.71M -$35.9K -704 -0.6%
MM
243
Main Management
California
$5.69M
RCA
244
Resonant Capital Advisors
Wisconsin
$5.63M -$44.6K -875 -0.8%
Mirae Asset Global Investments
245
Mirae Asset Global Investments
South Korea
$5.59M +$486K +9,530 +10%
SC
246
SouthState Corp
Florida
$5.57M -$107K -2,096 -2%
DPI
247
Diversified Portfolios Inc
Michigan
$5.43M
NI
248
NYL Investors
New York
$5.37M -$270M -5,297,588 -98%
MA
249
Mutual Advisors
Nebraska
$5.3M -$170K -3,324 -3%
SA
250
Strategic Advocates
Utah
$5.2M +$1.16M +22,674 +29%

IGSB Hedge Fund Activity: Q2 2024 in Review

876 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2024, worth a combined $15.2B — down 5.3% from $16B a quarter earlier.

Fund positioning in IGSB was balanced in Q2 2024: 62 funds opened new positions, 62 closed out, 306 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $419M sold.

  • 876 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2024, down from 887 in Q1 2024.
  • Funds reported $15.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.3% quarter-over-quarter.
  • 62 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 62 closed out, a net change of 0 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was BlackRock, an estimated $266M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Dai-ichi Life Insurance Company, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2024.