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iShares 1-5 Year Investment Grade Corporate Bond ETF

890 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, 331 increasing their positions, 322 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 50

2% more funds holding

Funds holding: 876890 (+14)

4% more capital invested

Capital invested by funds: $15.2B → $15.9B (+$681M)

3% more repeat investments, than reductions

Existing positions increased: 331 | 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: 7364 (-9)

Holders
890
Holders Change
+14
Holders Change %
+1.6%
% of All Funds
12.78%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.92%
New
76
Increased
331
Reduced
322
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
226
Wharton Business Group
Pennsylvania
$6.64M +$609K +11,705 +10%
CICC
227
Capital Investment Counsel (Colorado)
Colorado
$6.64M -$1.78M -34,131 -21%
CCA
228
Catalyst Capital Advisors
New York
$6.41M -$1.41M -27,000 -18%
ET
229
Equitable Trust
Tennessee
$6.27M -$441K -8,480 -7%
AFG
230
Atomi Financial Group
New York
$6.26M +$137K +2,631 +2%
AWM
231
Apollon Wealth Management
South Carolina
$6.16M +$1.41M +27,064 +30%
UB
232
UMB Bank
Missouri
$5.99M -$299K -5,739 -5%
MM
233
Main Management
California
$5.84M
RFC
234
Regions Financial Corp
Alabama
$5.77M -$101K -1,947 -2%
RCA
235
Resonant Capital Advisors
Wisconsin
$5.72M -$59.5K -1,143 -1%
SC
236
SouthState Corp
Florida
$5.6M -$122K -2,353 -2%
DPI
237
Diversified Portfolios Inc
Michigan
$5.58M
NI
238
NYL Investors
New York
$5.52M
HWAM
239
Hennion & Walsh Asset Management
New Jersey
$5.47M -$808K -15,534 -13%
MA
240
Mutual Advisors
Nebraska
$5.45M +$111K +2,130 +2%
ESL
241
Endurance Services Ltd
New York
$5.3M
SPA
242
Shore Point Advisors
New Jersey
$5.29M +$56.7K +1,089 +1%
DC
243
Davenport & Co
Virginia
$5.29M +$1.18M +22,657 +29%
BFG
244
Beacon Financial Group
Texas
$5.29M +$246K +4,726 +5%
GFA
245
Gallagher Fiduciary Advisors
Illinois
$5.18M -$19.8M -380,312 -79%
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$5.12M +$2.68M +51,473 +112%
GB
247
Gunma Bank
Japan
$5.11M +$5.05M +97,000 New
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$5.06M -$677K -13,000 -12%
FAIM
249
Financial Advocates Investment Management
Washington
$4.99M +$204K +3,912 +4%
RF
250
RHS Financial
California
$4.95M -$1.61M -30,980 -25%

IGSB Hedge Fund Activity: Q3 2024 in Review

890 of the 6,964 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 331 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.

  • 890 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q3 2024, up from 876 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.