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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
SC
351
Savant Capital
Illinois
$2.37M +$83.9K +1,613 +4%
DG
352
DMC Group
Alabama
$2.37M +$5.83K +112 +0.2%
Lido Advisors
353
Lido Advisors
California
$2.35M -$1.2M -23,067 -34%
GM
354
GeoWealth Management
Illinois
$2.33M +$2.09M +40,178 +980%
BHBT
355
Burke & Herbert Bank & Trust
Virginia
$2.33M -$28.3K -543 -1%
CCA
356
Checchi Capital Advisers
California
$2.32M -$5.1K -98 -0.2%
EGA
357
E&G Advisors
Texas
$2.26M +$451K +8,670 +25%
IWA
358
IVC Wealth Advisors
Pennsylvania
$2.26M +$24.4K +468 +1%
LBC
359
Lowe Brockenbrough & Co
Virginia
$2.25M +$298K +5,717 +15%
FIBT
360
First International Bank & Trust
North Dakota
$2.23M
WSFS
361
Wilmington Savings Fund Society
Delaware
$2.23M +$2.2M +42,256 New
SCM
362
Steele Capital Management
Iowa
$2.21M -$119K -2,278 -5%
GRP
363
Global Retirement Partners
California
$2.21M +$240K +4,619 +12%
UCB
364
United Community Bank
South Carolina
$2.2M -$87.1K -1,674 -4%
CWM
365
Cabot Wealth Management
Massachusetts
$2.19M +$76.9K +1,478 +4%
YIA
366
YHB Investment Advisors
Connecticut
$2.16M -$60.8K -1,168 -3%
NAG
367
Northstar Advisory Group
New Jersey
$2.13M +$62.6K +1,202 +3%
GEA
368
Glen Eagle Advisors
New Jersey
$2.13M -$10.1K -195 -0.5%
1IA
369
1620 Investment Advisors
Massachusetts
$2.1M +$77.7K +1,493 +4%
HHRDM
370
H&H Retirement Design & Management
Nevada
$2.1M +$151K +2,902 +8%
EGM
371
Engineers Gate Manager
New York
$2.09M +$2.07M +39,762 New
BCM
372
Becker Capital Management
Oregon
$2.09M +$1.65M +31,783 +401%
WA
373
Wilshire Advisors
California
$2.09M -$79.7K -1,531 -4%
JWCA
374
J.W. Cole Advisors
Florida
$2.08M +$12K +230 +0.6%
PWA
375
Physician Wealth Advisors
Utah
$2.07M +$35K +673 +2%

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.