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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
PRS
251
Pinkerton Retirement Specialists
Idaho
$4.94M +$86.4K +1,661 +2%
Comerica Bank
252
Comerica Bank
Texas
$4.94M -$10.3K -198 -0.2%
OWA
253
Outlook Wealth Advisors
Texas
$4.85M +$184K +3,538 +4%
VRM
254
Vectors Research Management
New York
$4.83M -$4.08M -78,355 -46%
SPC
255
Sigma Planning Corp
Michigan
$4.8M +$499K +9,590 +12%
PCA
256
Providence Capital Advisors
North Carolina
$4.8M +$44.3K +852 +0.9%
TLP
257
Trinity Legacy Partners
Texas
$4.79M -$3.26M -62,569 -41%
CGA
258
Crescent Grove Advisors
Illinois
$4.59M -$405K -7,789 -8%
IWC
259
Integrated Wealth Concepts
Massachusetts
$4.59M +$15.5K +297 +0.3%
BSA
260
Bull Street Advisors
Georgia
$4.53M -$72.9K -1,400 -2%
AIM
261
Aspen Investment Management
Michigan
$4.53M +$195K +3,745 +5%
MCP
262
Martin Capital Partners
Oregon
$4.39M -$715K -13,731 -14%
GWM
263
Graybill Wealth Management
Illinois
$4.35M +$138K +2,652 +3%
CTA
264
Chesley Taft & Associates
Illinois
$4.28M -$26.5K -510 -0.6%
GWM
265
GSB Wealth Management
Connecticut
$4.19M +$164K +3,154 +4%
AF
266
Amara Financial
California
$4.18M +$4.13M +79,283 New
SFA
267
Source Financial Advisors
New York
$4.17M +$1.09K +21 +0%
WF
268
Welch & Forbes
Massachusetts
$4.16M -$90.9K -1,746 -2%
BCM
269
Boltwood Capital Management
California
$4.1M +$263K +5,056 +7%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$4.09M -$435K -8,350 -10%
HPC
271
HM Payson & Co
Maine
$4.04M
KFP
272
KMG Fiduciary Partners
Ohio
$4.02M +$525K +10,095 +15%
DWM
273
Diversify Wealth Management
Utah
$3.97M +$1.04M +19,928 +35%
WT
274
Whittier Trust
California
$3.95M -$620K -11,914 -14%
APIM
275
Agate Pass Investment Management
Washington
$3.93M -$275K -5,286 -7%

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.