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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
RSWM
276
Robertson Stephens Wealth Management
California
$3.92M -$567K -10,886 -13%
AAS
277
Avantax Advisory Services
Texas
$3.87M +$112K +2,157 +3%
SCA
278
Snowden Capital Advisors
New York
$3.84M -$462K -8,881 -11%
NFG
279
Nations Financial Group
Iowa
$3.81M +$272K +5,225 +8%
NWA
280
New World Advisors
Massachusetts
$3.81M -$417K -8,014 -10%
CFMC
281
Curbstone Financial Management Corp
New Hampshire
$3.8M -$1.49M -28,700 -28%
CCT
282
Capital City Trust
Florida
$3.79M
MWM
283
MTC Wealth Management
Florida
$3.78M +$32.9K +633 +0.9%
FFN
284
Focus Financial Network
Minnesota
$3.76M +$114K +2,182 +3%
TW
285
Trajan Wealth
Arizona
$3.74M +$20.6K +395 +0.6%
BMMM
286
Boston Mountain Money Management
Arkansas
$3.65M -$40K -769 -1%
IP
287
Investment Partners
Ohio
$3.64M +$1.36M +26,161 +61%
HCC
288
Hirtle Callaghan & Co
Pennsylvania
$3.63M
BMM
289
Buffington Mohr McNeal
Idaho
$3.6M -$342K -6,576 -9%
CFGS
290
Concourse Financial Group Securities
Alabama
$3.59M -$205K -3,945 -5%
LPAM
291
Lodestar Private Asset Management
California
$3.59M +$37.1K +713 +1%
BF
292
BOK Financial
Oklahoma
$3.58M
UBV
293
United Bank (Virginia)
Virginia
$3.55M -$23.7M -455,467 -87%
NSCM
294
New South Capital Management
Tennessee
$3.55M
AC
295
Apella Capital
Connecticut
$3.54M +$32.6K +626 +0.9%
MCWS
296
McKinley Carter Wealth Services
West Virginia
$3.51M -$20.9M -400,727 -86%
LA
297
LVW Advisors
New York
$3.51M +$108K +2,072 +3%
JWS
298
Juncture Wealth Strategies
Arizona
$3.48M -$19.2K -369 -0.6%
PGFC
299
Peapack-Gladstone Financial Corp
New Jersey
$3.46M -$254K -4,875 -7%
William Blair & Company
300
William Blair & Company
Illinois
$3.42M +$36.4K +699 +1%

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.