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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
MLA
451
My Legacy Advisors
Oregon
$1.18M +$136K +2,617 +13%
CWM
452
Calamos Wealth Management
Illinois
$1.18M -$146K -2,801 -11%
RWP
453
RWA Wealth Partners
Massachusetts
$1.18M -$390K -7,489 -25%
EB
454
Exchange Bank
California
$1.17M
Bank Julius Baer & Co
455
Bank Julius Baer & Co
Switzerland
$1.16M -$63K -1,211 -6%
JE
456
JMAC Enterprises
Pennsylvania
$1.15M +$364 +7 +0%
WHC
457
Wulff, Hansen & Co
California
$1.13M -$110K -2,105 -9%
EP
458
Edgestream Partners
New Jersey
$1.13M -$1.81M -34,765 -62%
NFG
459
Northeast Financial Group
Pennsylvania
$1.13M -$130K -2,498 -10%
KWM
460
Kingsview Wealth Management
Oregon
$1.12M -$75.3K -1,446 -6%
IWM
461
IHT Wealth Management
Illinois
$1.09M +$531K +10,197 +97%
SW
462
Simplicity Wealth
New Jersey
$1.09M -$408K -7,840 -28%
QS
463
Quantitative Strategies
California
$1.08M +$937 +18 +0.1%
WPC
464
White Pine Capital
Minnesota
$1.08M +$67.2K +1,291 +7%
CIA
465
Capital Investment Advisors
Georgia
$1.08M -$16.4K -316 -2%
BPA
466
Beacon Pointe Advisors
California
$1.07M -$65.4K -1,257 -6%
Susquehanna International Group
467
Susquehanna International Group
Pennsylvania
$1.07M -$7.19M -138,136 -87%
SF
468
Synovus Financial
Georgia
$1.07M -$19.6K -377 -2%
PCM
469
Parsons Capital Management
Rhode Island
$1.07M +$365K +7,017 +53%
HH
470
Hilltop Holdings
Texas
$1.07M -$376K -7,231 -26%
SAS
471
Stelac Advisory Services
New York
$1.05M
RCIM
472
Red Cedar Investment Management
Michigan
$1.05M
PL
473
Plancorp LLC
Missouri
$1.05M +$4.94K +95 +0.5%
GWM
474
Grand Wealth Management
Michigan
$1.04M
PF
475
Phoenix Financial
Israel
$1.04M +$2.71K +52 +0.3%

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.