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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
EFN
476
Equita Financial Network
Pennsylvania
$1.01M -$613K -12,008 -38%
PF
477
Phoenix Financial
Israel
$1.01M -$253K -4,955 -20%
RIM
478
Rockbridge Investment Management
New York
$1.01M -$5.61K -110 -0.6%
LAM
479
Lewis Asset Management
California
$1M +$11.4K +224 +1%
KCM
480
Kanawha Capital Management
Virginia
$998K -$38.3K -750 -4%
WPC
481
White Pine Capital
Minnesota
$983K -$3.14M -61,570 -76%
KP
482
Keel Point
Alabama
$980K +$228K +4,470 +31%
CIBC Asset Management
483
CIBC Asset Management
Ontario, Canada
$978K
RCAG
484
Rehmann Capital Advisory Group
Michigan
$966K -$10.4K -203 -1%
HWM
485
Hohimer Wealth Management
Washington
$961K -$145K -2,852 -13%
WLIM
486
White Lighthouse Investment Management
Massachusetts
$923K +$5.3K +104 +0.6%
AR
487
Advisory Research
Illinois
$914K +$498K +9,765 +121%
IA
488
IFG Advisory
Georgia
$906K -$83K -1,627 -8%
FWM
489
Fonville Wealth Management
Virginia
$897K -$3.27K -64 -0.4%
AIFAIM
490
American Institute for Advanced Investment Management
Arizona
$893K -$33.2K -650 -4%
CAM
491
Cresset Asset Management
Illinois
$879K -$51K -1,000 -6%
SIA
492
Schechter Investment Advisors
Michigan
$872K -$11.5K -226 -1%
SI
493
Stonekeep Investments
New Mexico
$864K +$860K +16,853 New
WA
494
Wambolt & Associates
Colorado
$859K +$96.9K +1,900 +13%
WWM
495
WJ Wealth Management
Arizona
$854K -$844K -16,541 -50%
FWIA
496
Fort Washington Investment Advisors
Ohio
$853K -$83.1K -1,629 -9%
MIA
497
MMBG Investment Advisors
Florida
$853K
ZIM
498
Zacks Investment Management
Illinois
$851K -$438K -8,588 -34%
SW
499
SkyOak Wealth
Michigan
$845K -$130K -2,556 -13%
SC
500
Saiph Capital
New Jersey
$828K +$7.8K +153 +1%

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.