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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
RG
326
Rathbones Group
United Kingdom
$2.95M -$275K -5,393 -9%
DWM
327
Diversify Wealth Management
Utah
$2.92M +$2.87M +56,245 New
EP
328
Edgestream Partners
New Jersey
$2.88M +$395K +7,747 +16%
AA
329
Alesco Advisors
New York
$2.85M +$222K +4,358 +8%
AC
330
Abbrea Capital
California
$2.84M -$25.5K -500 -0.9%
VFPW
331
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.78M +$58.6K +1,149 +2%
HAIM
332
Hunter Associates Investment Management
Pennsylvania
$2.77M -$54.8K -1,074 -2%
IAG
333
Investment Advisory Group
Massachusetts
$2.76M -$38.7K -759 -1%
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$2.73M -$163K -3,195 -6%
AWM
335
Aries Wealth Management
Maine
$2.72M
GAM
336
Gemmer Asset Management
California
$2.7M +$14.8K +290 +0.6%
SWP
337
SIMA Wealth Partners
Virginia
$2.69M +$2.68M +52,594 New
ODIJL
338
One Day In July LLC
Vermont
$2.68M -$4.79K -94 -0.2%
JWBC
339
J.W. Burns & Co
New York
$2.66M -$69.4K -1,360 -3%
AG
340
Ascent Group
Virginia
$2.64M +$222K +4,347 +9%
AWE
341
Avidian Wealth Enterprises
Texas
$2.63M -$198K -3,872 -7%
SIA
342
SeaBridge Investment Advisors
New Jersey
$2.56M +$206K +4,035 +9%
BMCM
343
Bryn Mawr Capital Management
Pennsylvania
$2.55M +$91.7K +1,798 +4%
FWM
344
Forza Wealth Management
Florida
$2.53M
JSL
345
JT Stratford LLC
Georgia
$2.51M +$21.5K +421 +0.9%
BIA
346
Bigelow Investment Advisors
Maine
$2.5M +$30.1K +591 +1%
WFAG
347
Wescott Financial Advisory Group
Pennsylvania
$2.49M -$25.4K -498 -1%
AG
348
AlTi Global
New York
$2.47M
NA
349
NewEdge Advisors
Louisiana
$2.46M +$78.2K +1,532 +3%
DSC
350
Duncker Streett & Co
Missouri
$2.45M -$1.02M -20,000 -29%

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.