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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
CFMC
251
Curbstone Financial Management Corp
New Hampshire
$5.16M -$401K -7,870 -7%
ESL
252
Endurance Services Ltd
New York
$5.15M
SPA
253
Shore Point Advisors
New Jersey
$5.09M +$127K +2,482 +3%
D.E. Shaw & Co
254
D.E. Shaw & Co
New York
$4.98M -$48.4M -948,400 -91%
MCP
255
Martin Capital Partners
Oregon
$4.97M -$52.8K -1,036 -1%
OMC
256
Old Mission Capital
Illinois
$4.93M +$4.91M +96,232 New
GC
257
Gilbert & Cook
Iowa
$4.93M -$5.17M -101,387 -51%
BFG
258
Beacon Financial Group
Texas
$4.9M -$210K -4,111 -4%
CGA
259
Crescent Grove Advisors
Illinois
$4.86M
Comerica Bank
260
Comerica Bank
Texas
$4.81M -$286K -5,603 -6%
CPO
261
Cerity Partners OCIO
New York
$4.76M +$4.73M +92,803 New
PRS
262
Pinkerton Retirement Specialists
Idaho
$4.73M +$21.1K +414 +0.5%
FAIM
263
Financial Advocates Investment Management
Washington
$4.65M +$4.63M +90,763 New
PCA
264
Providence Capital Advisors
North Carolina
$4.63M +$85K +1,666 +2%
AWM
265
Apollon Wealth Management
South Carolina
$4.61M +$3.36M +65,834 +273%
BSA
266
Bull Street Advisors
Georgia
$4.48M -$18.6K -365 -0.4%
WT
267
Whittier Trust
California
$4.45M -$130K -2,556 -3%
IWC
268
Integrated Wealth Concepts
Massachusetts
$4.45M +$44.4K +871 +1%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$4.41M +$337K +6,599 +8%
RSWM
270
Robertson Stephens Wealth Management
California
$4.37M +$4.35M +85,332 New
AIM
271
Aspen Investment Management
Michigan
$4.21M +$527K +10,333 +14%
RCM
272
Rain Capital Management
Oregon
$4.21M -$249K -4,883 -6%
SCA
273
Snowden Capital Advisors
New York
$4.19M -$120K -2,347 -3%
CTA
274
Chesley Taft & Associates
Illinois
$4.19M -$42.1K -826 -1%
SPC
275
Sigma Planning Corp
Michigan
$4.18M -$238K -4,660 -5%

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.