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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
IFS
376
Ifrah Financial Services
Arkansas
$2.06M +$30.5K +586 +2%
WT
377
Washington Trust
Rhode Island
$2.03M -$13K -250 -0.6%
AWM
378
Aprio Wealth Management
Georgia
$2.02M +$706K +13,561 +55%
RPCA
379
Running Point Capital Advisors
California
$2.01M +$40.5K +779 +2%
GVAG
380
Great Valley Advisor Group
Delaware
$2.01M -$41.2K -791 -2%
First Trust Advisors
381
First Trust Advisors
Illinois
$2.01M +$22.5K +432 +1%
GC
382
GFG Capital
Florida
$1.97M +$1.2M +23,115 +163%
BWM
383
Bulltick Wealth Management
Florida
$1.96M -$194K -3,720 -9%
TFP
384
Tilia Fiduciary Partners
North Carolina
$1.95M +$91.8K +1,764 +5%
National Bank of Canada
385
National Bank of Canada
Quebec, Canada
$1.92M -$238K -4,582 -11%
SFS
386
Strategic Financial Services
New York
$1.92M +$545K +10,474 +40%
RI
387
Rinkey Investments
California
$1.89M +$1.87M +35,917 New
AA
388
Ancora Advisors
Ohio
$1.88M +$312K +6,000 +20%
SFG
389
Sage Financial Group
Pennsylvania
$1.87M +$86.1K +1,655 +5%
WIA
390
World Investment Advisors
California
$1.86M +$1.13M +21,727 +160%
RWM
391
Rockwood Wealth Management
Pennsylvania
$1.84M -$53.6K -1,030 -3%
EA
392
Enclave Advisors
Texas
$1.84M +$1.82M +34,898 New
HW
393
Hancock Whitney
Mississippi
$1.8M -$59.3K -1,140 -3%
BCM
394
Brookstone Capital Management
Illinois
$1.8M -$260K -4,995 -13%
ASN
395
Advisory Services Network
Georgia
$1.8M
CIA
396
Compass Ion Advisors
Pennsylvania
$1.8M +$123K +2,358 +7%
MNBTD
397
Moody National Bank Trust Division
Texas
$1.74M
SFG
398
Sovereign Financial Group
Connecticut
$1.71M +$30.8K +592 +2%
MCM
399
MidAtlantic Capital Management
Virginia
$1.68M -$82.1K -1,577 -5%
RWIA
400
Roger Wittlin Investment Advisory
California
$1.68M -$705K -13,544 -30%

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.