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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
EGA
351
Eagle Global Advisors
Texas
$2.42M +$39.3K +770 +2%
SVWAG
352
Sound View Wealth Advisors Group
Georgia
$2.36M
BNP Paribas Financial Markets
353
BNP Paribas Financial Markets
France
$2.34M +$2.07M +40,553 +779%
RWIA
354
Roger Wittlin Investment Advisory
California
$2.33M -$372K -7,284 -14%
DG
355
DMC Group
Alabama
$2.3M -$46.6K -913 -2%
BHBT
356
Burke & Herbert Bank & Trust
Virginia
$2.29M +$2.28M +44,726 New
SCM
357
Steele Capital Management
Iowa
$2.27M -$23.2K -455 -1%
CCA
358
Checchi Capital Advisers
California
$2.27M -$1.08M -21,235 -32%
PAS
359
Park Avenue Securities
New York
$2.23M -$122K -2,388 -5%
SC
360
Savant Capital
Illinois
$2.23M -$152K -2,976 -6%
UCB
361
United Community Bank
South Carolina
$2.23M -$110K -2,160 -5%
SSWM
362
Sheets Smith Wealth Management
North Carolina
$2.21M +$912K +17,880 +71%
IP
363
Investment Partners
Ohio
$2.2M +$211K +4,140 +11%
PGAM
364
Princeton Global Asset Management
New Jersey
$2.2M +$61.3K +1,201 +3%
IWA
365
IVC Wealth Advisors
Pennsylvania
$2.17M +$101K +1,978 +5%
FIBT
366
First International Bank & Trust
North Dakota
$2.17M +$98.8K +1,936 +5%
YIA
367
YHB Investment Advisors
Connecticut
$2.16M +$17.8K +349 +0.8%
WA
368
Wilshire Advisors
California
$2.11M -$10.4K -204 -0.5%
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$2.1M +$607K +11,891 +41%
BWM
370
Bulltick Wealth Management
Florida
$2.1M +$1.44M +28,280 +223%
GEA
371
Glen Eagle Advisors
New Jersey
$2.09M -$284K -5,566 -12%
CWM
372
Cabot Wealth Management
Massachusetts
$2.06M +$310K +6,085 +18%
BCM
373
Brookstone Capital Management
Illinois
$2.02M +$341K +6,689 +21%
JWCA
374
J.W. Cole Advisors
Florida
$2.02M +$128K +2,503 +7%
NAG
375
Northstar Advisory Group
New Jersey
$2.02M -$2.41M -47,150 -55%

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.