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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
PWA
376
Physician Wealth Advisors
Utah
$2.01M +$80K +1,568 +4%
BEI
377
Benjamin Edwards Inc
Missouri
$2.01M +$957K +18,759 +92%
GVAG
378
Great Valley Advisor Group
Delaware
$2M +$44K +862 +2%
WT
379
Washington Trust
Rhode Island
$1.98M +$80.5K +1,578 +4%
IFS
380
Ifrah Financial Services
Arkansas
$1.97M +$75.7K +1,484 +4%
1IA
381
1620 Investment Advisors
Massachusetts
$1.97M +$127K +2,491 +7%
First Trust Advisors
382
First Trust Advisors
Illinois
$1.93M -$1.08M -21,142 -36%
RPCA
383
Running Point Capital Advisors
California
$1.92M -$14.9K -292 -0.8%
HHRDM
384
H&H Retirement Design & Management
Nevada
$1.92M +$21.6K +424 +1%
GRP
385
Global Retirement Partners
California
$1.91M +$1.36M +26,645 +250%
LBC
386
Lowe Brockenbrough & Co
Virginia
$1.89M +$145K +2,850 +8%
TSS
387
Two Sigma Securities
New York
$1.89M +$605K +11,869 +47%
WFA
388
Wellspring Financial Advisors
Ohio
$1.86M -$245K -4,808 -12%
RWM
389
Rockwood Wealth Management
Pennsylvania
$1.84M +$145K +2,849 +9%
VT
390
Vise Technologies
New York
$1.82M -$21.1K -414 -1%
HW
391
Hancock Whitney
Mississippi
$1.81M -$84.7K -1,660 -4%
TFP
392
Tilia Fiduciary Partners
North Carolina
$1.8M +$57.8K +1,133 +3%
ASN
393
Advisory Services Network
Georgia
$1.8M +$157K +3,074 +10%
EGA
394
E&G Advisors
Texas
$1.75M +$74.7K +1,465 +4%
SFG
395
Sage Financial Group
Pennsylvania
$1.73M -$1.93M -37,835 -53%
TW
396
TritonPoint Wealth
Maryland
$1.72M +$1.71M +33,553 New
MCM
397
MidAtlantic Capital Management
Virginia
$1.72M +$1.58M +30,972 +1,232%
MNBTD
398
Moody National Bank Trust Division
Texas
$1.69M
CIP
399
Capital Insight Partners
Arizona
$1.69M -$75.7K -1,484 -4%
AIA
400
Armor Investment Advisors
North Carolina
$1.68M -$86.7K -1,700 -5%

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.