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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
ACG
26
Arch Capital Group
Bermuda
$114M
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$110M +$104M +1,989,500 +2,049%
FLPIM
28
F.L. Putnam Investment Management
Massachusetts
$107M -$1.82M -34,959 -2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$104M -$21.9M -420,526 -18%
HTC
30
Haverford Trust Company
Pennsylvania
$102M +$2.49M +47,794 +3%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$101M +$42M +806,503 +73%
RJA
32
Raymond James & Associates
Florida
$99.8M -$25.1M -481,540 -20%
LPL Financial
33
LPL Financial
California
$97.4M +$28.4M +546,088 +42%
HighTower Advisors
34
HighTower Advisors
Illinois
$79.8M +$2.32M +44,586 +3%
SLF
35
Sun Life Financial
Ontario, Canada
$79.5M
AssetMark Inc
36
AssetMark Inc
California
$79.1M +$13.5M +259,539 +21%
KeyBank National Association
37
KeyBank National Association
Ohio
$78.6M +$46.4K +892 +0.1%
MMA
38
Miracle Mile Advisors
California
$73.9M +$71.4M +1,372,730 +4,417%
QWP
39
Quotient Wealth Partners
Texas
$73.2M +$1.39M +26,766 +2%
DWM
40
Destination Wealth Management
California
$71.8M +$2.49M +47,800 +4%
WJWM
41
Williams Jones Wealth Management
New York
$69.7M +$8.13M +156,300 +13%
Members Trust
42
Members Trust
Florida
$68.1M -$28.7M -551,429 -30%
FT
43
Fiduciary Trust
Massachusetts
$67.4M -$13.5M -260,173 -17%
OCM
44
One Capital Management
California
$61.9M -$636K -12,220 -1%
MD
45
Money Design
Japan
$61.3M +$2.86M +55,016 +5%
Mariner
46
Mariner
Kansas
$61.1M -$3.52M -67,571 -6%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$60.3M +$1.04M +20,000 +2%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$58.9M +$2.09M +40,166 +4%
CCA
49
Clearwater Capital Advisors
Illinois
$54.3M +$1.7M +32,742 +3%
US Bancorp
50
US Bancorp
Minnesota
$51M +$2.24M +43,087 +5%

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.