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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
AWM
301
Ameliora Wealth Management
Switzerland
$3.5M +$662K +12,979 +23%
BF
302
BOK Financial
Oklahoma
$3.5M -$81.6K -1,600 -2%
Lido Advisors
303
Lido Advisors
California
$3.47M +$1.71M +33,496 +98%
LPAM
304
Lodestar Private Asset Management
California
$3.46M -$139K -2,727 -4%
NSCM
305
New South Capital Management
Tennessee
$3.45M
EDRH
306
Edmond de Rothschild Holding
Switzerland
$3.44M -$1.05M -20,491 -23%
NFG
307
Nations Financial Group
Iowa
$3.44M +$156K +3,065 +5%
AC
308
Apella Capital
Connecticut
$3.42M +$1.15M +22,552 +51%
JWS
309
Juncture Wealth Strategies
Arizona
$3.4M -$136K -2,658 -4%
KFP
310
KMG Fiduciary Partners
Ohio
$3.39M +$35.6K +697 +1%
IDBONY
311
Israel Discount Bank of New York
New York
$3.35M -$1.89M -37,114 -36%
PJSIMP
312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.32M -$359K -7,040 -10%
LA
313
LVW Advisors
New York
$3.31M +$15K +295 +0.5%
William Blair & Company
314
William Blair & Company
Illinois
$3.29M -$117K -2,288 -3%
HCM
315
Hollencrest Capital Management
California
$3.23M -$162K -3,170 -5%
NAM
316
NTV Asset Management
West Virginia
$3.15M +$174K +3,406 +6%
AIA
317
Ally Invest Advisors
North Carolina
$3.12M +$43.8K +859 +1%
CCA
318
Cobblestone Capital Advisors
New York
$3.12M +$13.8K +270 +0.4%
PA
319
Parallel Advisors
California
$3.09M +$21.4K +419 +0.7%
AAMC
320
Asset Allocation & Management Company
Illinois
$3.07M
TPW
321
Transatlantique Private Wealth
New York
$3.06M +$463K +9,067 +18%
ANTB
322
AMG National Trust Bank
Colorado
$3.03M +$397K +7,774 +15%
GCA
323
Gradient Capital Advisors
California
$3.03M +$551K +10,795 +22%
WCM
324
Washington Capital Management
Washington
$2.99M
AIMU
325
Allianz Investment Management US
Minnesota
$2.98M -$1.45M -28,500 -33%

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.